more comfortable getting out frombehind the charts and graphs and technical side of the business, to talk toclient’s about goals and the impact ofmoney on their life. They’re much morewilling to have empathy with clients andcreate connectiveness.
The RIA side is a natural fit. It can bea flexible career for women as they growand raise their children, and providefinancial rewards, which are not oftenmatched in other industries.
What advice would you give to those
new to the business?
One of my mantras has been, and I’veinstilled in my children, is to neverstop learning, and never let your personal wealth exceed your personaldevelopment.
There are a lot of financial rewards in
our industry and that can lead to big egos.
But if you continually invest inyourself and continue to grow as anindividual, you can continue to evolveand provide well for your employeesand your community at large as well asthe industry.
What books would you recommend?
I categorize books by function. Oneon leadership is “Leadership and Self-Deception” by the Arbinger institute;it was so impactful [when I first readit]. It’s good to read [or listen to] everycouple of years.
On business management, I go wayback to when I got started, NapoleonHill’s “Think and Grow Rich.” It [push-es] you to be persistent and persuasive.
For ethics, one of my very favorites is
“Cowboy Ethics: What Wall Street Can
Learn from the Code of the West” [by
James P. Owen].
“The Dash” by Linda Ellis is aboutwhat will fill that dash on your tombstone someday.
And there’s Thayer Cheatham Willis’“Navigating the Dark Side of Wealth. Shewas an inheritor of the Georgia Pacificpaper company, and it goes through allthe trials and tribulations of what it’slike to grow up with that silver spoon inyour mouth.
It’s a terrific book to help clients whoare in a similar situation and to make suretheir children have enough to be productive members of society, but not so muchthat they [migrate] to lesser elements.
Ginger Szala is executive managing editor ofInvestment Advisor. She can be reached email@example.com.
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