Career Path Planning-Career Path Planning

Video Transcription

Video Summary

In this video, Patrick Rowe, CEO of Rockbridge Investment Management, shares his career journey and offers insights into building a successful career in the financial planning industry. He emphasizes the importance of being a continuous learner and staying curious. He also highlights the significance of finding the right company culture and aligning with the firm's mission. <br /><br />Patrick discusses the process of transitioning clients to new advisors and explains the importance of trust and ensuring that clients receive a proactive experience. He stresses the need for firms to grow for the right reasons and not solely for financial gains. <br /><br />Patrick shares his thoughts on building a strong team, emphasizing the importance of diversifying skill sets and finding individuals who are self-starters, team players, and willing to work hard. He also mentions the value of hiring people smarter than yourself. <br /><br />The video concludes with Patrick encouraging young planners to be proactive in their career development, speak up about their goals, and not be afraid to exceed expectations. He suggests conducting a SWOT analysis to identify areas where one can add value and contribute to the growth of the firm. He also recommends getting involved with organizations like NAPFA and attending conferences to build networks and gain knowledge.

Keywords

Patrick Rowe

Rockbridge Investment Management

career journey

financial planning industry

continuous learner

company culture

transitioning clients

trust

firm growth