While planning my November schedule this week, I noticed the Veteran’s Day holiday on November 11th is quickly approaching. As I considered the meaning of Veteran’s Day, I began to reflect on my transition out of the military into my career as an advisor in the financial services industry. While reflecting back, four core values come to mind on why success in this career started during my military service. The core values emphasized in the military continuing to shape me today are service to others, empowerment, collaboration and integrity.
First, the similarities between serving others in the military as an officer and serving clients as an advisor have a strong correlation. Upon entering the military, I immediately discovered the intrinsic value of serving our great country, and helping young men and women to grow in discipline, drive, teamwork and leadership. As an advisor, I also experienced the intrinsic impact of helping clients create plans to achieve their goals, dreams, and desires. My military leadership background and training has also given me a desire to develop new advisors, and help them grow their client base by providing the value our clients deserve. There is nothing more impactful than providing a service to families and businesses that ultimately helps them achieve success in life.
Second, under the leadership development path of the military, I always felt empowered to achieve more. The empowering feeling of being able to lead and succeed was instilled in me very early in my career. The empowerment as an advisor is summed up in three points…impact, independence and income control. As an advisor, the ability to have a positive impact on others is extremely empowering. The freedom and independence to control my calendar is exciting. And, the empowerment to control my income potential based on my efforts is absolutely encouraging. Ultimately, the empowerment of leading and guiding other soldiers feels reflective of the empowerment experienced building a financial services practice.
Next, teamwork and collaboration is the essence of military service. Whether viewed from a strategic, joint operation paradigm to a more granular squad mission, collaboration is how battles are won, missions are accomplished, and people are free. For a long time, my perception of a financial services advisor is they operated in some sort of silo. But, I was enlightened that the best advisors work as part of a team. This collaboration has many levels – from joint partnerships with other advisors, to using multiple specialty resources, an advisor in today’s market performs best for their clients in a collaborative environment and platform. The mission may be different, but our mission as an advisor is still to win for the client.
Lastly, none of the previously mentioned core values mean anything without integrity. Knowing soldiers are doing the right thing, focused on the appropriate course of action, and performing to standards even while under pressure are paramount to success. Always keeping integrity with a client is paramount. In a time of mistrust, low consumer confidence, and an overload of information, an advisor is nothing without a client experiencing the highest level of trust and integrity.
In conclusion, the four core values discussed, originally learned and demonstrated in the military, has made my transition into financial advising seamless. These values have also served me well in various leadership roles within the industry. So, as we approach the Veteran’s Day weekend, let us all not forget those who sacrificed so much for our freedoms. For those who have served, let us also not take for granted, the core values we learned that carry us in whatever career we choose beyond our military service.
Greg Brenner, ChFC, CLU
Sr. Partner, Capital Financial Group
October 15, 2016
Greg Brenner is a registered principal and offers Securities, Investment Advisory and Financial Planning Services through MML Investors Services, LLC, Member SIPC, 12 Cadillac Drive, Suite 440, Brentwood, TN 37027 (615) 309-6300. CRN201810-206164
CAPITAL FINANCIAL GROUP
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Securities, Investment Advisory and Financial Planning Services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC, 12 Cadillac Drive, Suite 440, Brentwood, TN 37027 (615) 309-6300. CRN 201806-201624