Laurie Adams is a Certified Financial Planner (CFP), helping people create financial plans to achieve financial security through investment management, retirement, trust, and planning services. She spent 21 years as a professional education instructor creating and teaching courses to CFP professionals, bank trust officers, CPAs, and insurance license holders. Laurie is a Chartered Life Underwriter (CLU), Life Underwriter Training Council Fellow (LUTCF), Life and Annuity Certified Professional (LACP), and a long-time NAIFA member and top producer.In this episode…
Are you struggling in the financial services industry as an advisor? What can you learn from an expert in the space to achieve your financial grace?
According to Laurie Adams, success as an advisor is attainable with the right mindset and approach. One of her fundamental pieces of advice is to engage in continuous education. Even though there are many resources available, she recommends joining a community like NAIFA to help sharpen your skills. She now shares her journey to success in the financial services industry.
On this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Laurie Adams, a Certified Financial Planner (CFP), to discuss how to achieve financial grace as an advisor. Laurie explains how she differentiated herself from the competition as an advisor, the value of continuous learning in the industry, the proudest moments in her career, and how she became a visionary leader and achieved financial grace.