From Immigrant Roots to Investment Committee Chair: Diary of a Financial Advisor

Welcome back to another episode of "Don't Retire... Graduate!" I'm your host, Eric Brotman. Our podcast aims to guide you to a fulfilling and passionate retirement by asking you the important question: "What do you want to be when you grow up?"   In our "Diary of a Financial Advisor" segment, we interview financial advisors about their unique journeys and their dedication to helping others succeed financially. Today, I'm thrilled to introduce Claudia Glover, a chair of our investment committee and a highly credentialed CFP, who will share her professional and personal journey with us.   Claudia has a wide array of experiences in the financial industry. Originally inspired by her father, who immigrated with their family and taught her the values of discipline and saving, Claudia embarked on a path in finance that has led her to become a trusted advisor and the chair of our investment committee at BFG.   In this episode, Claudia shares her inspiring journey into the world of finance, which began by watching her father's disciplined financial management. After graduating from college, Claudia knew she wanted to enter the finance field. Her career has been non-linear, starting as an associate, moving onto a fixed income trading desk, and eventually managing a growth and income SMA at Wells Fargo. Transitioning from the large corporate environment of Wells Fargo to the more intimate setting of BFG was a culture shock, but one she has embraced wholeheartedly. Claudia talks about her "why"—helping clients reach milestones—and how this drives her every day. We also discuss Claudia's accountability partnership within BFG and how it has benefitted both her and me. Finally, we explore the impact of financial wellness programs on both Claudia's career and the lives of the clients she serves.   5 Key Takeaways:

1. Claudia’s Inspirational Journey: Claudia was moved to enter finance by observing her father’s disciplined financial habits. This demonstrates the significant impact parents can have on their children's financial literacy and career choices.
2. Career Path & Experience: Claudia’s career has been diverse, ranging from assisting a team of advisors to managing a growth and income SMA. Her varied experiences have equipped her with the knowledge and skills to effectively support her clients.
3. Transition from Large to Small Firms: Moving from Wells Fargo's massive organization to the more personal environment at BFG was a notable shift. However, it offered Claudia the opportunity to engage more deeply with her clients and understand their financial situations on a personal level.
4. Importance of Accountability: The concept of having an accountability partner at BFG has been a significant factor in personal and professional growth for Claudia. Monthly meetings to discuss goals have helped her maintain focus and drive.
5. Financial Wellness Programs: These programs allow financial advisors like Claudia to reach a broader audience, offering personalized financial advice and guidance. These programs can profoundly affect the financial health and understanding of participants.

  I hope you find this episode not only informative but also inspirational. Claudia's journey is a testament to how diverse experiences and a heartfelt commitment to helping others can lead to a fulfilling career in financial services. Join us next week for another engaging episode, and in two weeks, meet another advisor in our "Diary of a Financial Advisor" series.   If you enjoyed our show, please subscribe and leave a rating on your favorite podcast platform. Share this episode with friends and family so they, too, can join the journey to financial freedom. Have a topic or idea you’d or idea you’d like us to explore? Post it on our Facebook page or tweet us at Brotman Planning. Until next time, remember: Don't retire, graduate! Learn more about Claudia here! [embed]https://youtu.be/TDTrkfwT_nk?si=1I_6voVw8mlyG87i[/embed]