#Balance Brief – survive the career

My career as a Financial Advisor started almost 15 years ago. I have been with RBC Wealth Management since the beginning and truly love what I do every day. When I started my career, I was naïve, too optimistic, and focused on the wrong path to success. I ultimately found myself struggling to survive.

Most Financial Advisors that “make it” in the investment business have come to realize that success is all about the relationships you create every day. At some point, each of those relationships may become fruitful and beneficial to your practice. Until you realize this, it’s easy to be caught up worrying about a clean desk, organized files, and cool-looking presentations.

During my tenure, I have met with hundreds of people that have interest in my team’s expertise, and the services we offer. Many of these meetings first took place back in the early 2000s, with follow-ups that have continued over the years.

When I recently met with an employee of a local company (who will soon be retiring after 34 years of dedicated service), I looked through his file to see notes that dated back to 2006: I was taken back by the time it takes for the relationship cycle to come to fruition. In all our meetings, we have enjoyed each other’s time, shared good information, and always planned for that day when his life would change.

The relationship cycle in sales is certainly not immediate, nor is it really in life. Think about all the people you’ve crossed paths with that later became someone important in your life. I believe I have survived, and my career is my life. I’m happy because I realized early on that it’s all about the relationships.


Author Details

Jeremy Elbert

I grew up enjoying the sport of hunting and have truly come to fully appreciate every aspect of the hunt…leading up to the kill. The show has taken me to some amazing destinations where I have met some wonderful people, places where I now visit on a regular basis.

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