The treasured cards have long since been packed away, but I still burst with pride when I think about my girls and how they’ve grown into lovely women. My daughters are all accomplished in their own rights. But I consider myself especially blessed to spend Monday through Friday, watching my daughter, Christina, as she learns and grows into an experienced financial advisor.
Christina joined our firm, Lindsey & Lindsey, 18 months ago as part of my succession plan in my financial services business. However, Christina wasn’t green. She spent 10 years in the industry, plus an extra four years during college, before coming to work with me.
Let me brag a bit on my daughter: after Christina graduated college, she joined Countrywide Home Loans, quickly climbed the corporate ranks and, after eighteen months, was a Branch Manager in Chandler, AZ. In September 2007 Christina saw the writing on the wall at Countrywide that the Bank of America merger was imminent. Through her past connections at Edward Jones, where she worked throughout college, she was recruited to Walton International Group as a Wholesaler. For six and a half years, Christina worked for Walton as a Vice President of Sales, covering many sales territories, primarily Southern California, working with Financial Advisors and their high net worth accredited investors. While wholesaling, she had leveraged several relationships with advisors and broker dealers to keep an eye out for other reps looking for a succession plan.
Christina knew she would eventually want to be my succession plan, though we didn’t exactly know if that would be possible since I was at Edward Jones most of my career and they lack a quality industry standard succession plan. After Christina worked on the independent broker dealer side of the business serving advisors, she knew too much of what the industry had to offer outside of Jones and wire houses. She knew she could never work at Edward Jones again. And, even if she couldn’t be part of my succession plan, she still knew she would someday become a financial advisor and build a business for her self, versus working in the corporate world.
She was prepared to (and still may) acquire another rep’s business if the opportunity makes sense. However, since I did breakaway from Edward Jones in 2011 and Christina joined me in January 2014, she hasn’t needed to rush to buy a practice. This is due to the great success we’ve had in growing our Assets Under Care since she joined Lindsey & Lindsey. She says that working with me and one day taking over the firm has always been the ultimate goal.
Christina wisely recognized that gaining experience in the industry before joining me would be her best path for success. As a result, she now highly recommends to any young financial advisors to cut their teeth a bit in the industry prior to becoming an independent advisor and also to obtain the CFP® certification. Christina says that not only will this make them a more knowledgeable advisor, but it will also give them greater credibility with clients.
She’s a wise gal, in my opinion. Christina’s fitting in nicely at Lindsey & Lindsey, and one day she’ll be totally responsible for the financial care of each of our clients. And I couldn’t be a more Proud Papa!
Hope you enjoy your Father’s Day as much as I will!