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Escape from New York

Part 5 / 5 lessons I learned in the last 10 years. 

I was never popular as a kid. 

I lived in a crappy apartment a few blocks from Rodeo Drive in Beverly Hills. 

But I never felt part of a rich crowd. 

After I moved to NYC to work in Investment Management,

I was finally in the In-crowd.

When I called CEOs, CFOs to learn more about their business, you bet I got a call back.

Once outside of the New York elite, 

Working at a firm in Houston, I learning it can be better to be an outsider, you notice things…. 

Some folks want to avoid mistakes 

- some value financial planning, 

- guidance on trusts and estates and 

- some want to avoid paying unnecessary taxes. 

As I listened to clients in Texas, I wondered if I would return to school and become a Certified Financial Planner ™? Instead of just picking stocks, a CFP credential could open new doors.

Then, once a financial advisor I noticed, 

many advisors excelled in sales without ever having directly managed money AND

some guys are really good at making money, but they don’t put value on relationships.

“Skate to where the puck is going, not where it has been.” Wayne Gretzky

In my industry, I saw an untapped opportunity in catering to a different clientele: 

executive women, business owners, and women navigating significant life transitions. 

Helping folks navigate challenging times, helps us build meaningful relationships. 

Focus on what you can control: developing your talents to serve others.

This is how you uncover unique opportunities and build meaningful relationships, which leads to a fulfilling life.

Part 5 out of 5: Seize the opportunity

Reach out if you are going through a transition; there may be opportunities you didn't realize outside the circle.

The photo is me at the Houston Rodeo!

Thank you for reading!

Tiffany Kent

Your Friendly Wealth Engagement Guide,

Disclosures: Past performance is not indicative of future results. This material is not financial advice or an offer to sell any product. The information contained herein should not be considered a recommendation to purchase or sell any particular security. Forward-looking statements cannot be guaranteed.

This commentary offers generalized research, not personalized investment advice. It is for informational purposes only and does not constitute a complete description of our investment services or performance. Nothing in this commentary should be interpreted to state or imply that past results are an indication of future investment returns. All investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to consult with an investment & tax professional before implementing any investment strategy. Investing involves risk. Principal loss is possible.

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