During the 2024 Symposium, Kate Healy, CEO of Advocate IQ, moderated a discussion with Sam Calhoun, Vice President of Internal Sales and Service at Nationwide, and Abbie Sheridan, CEO of Greenrose Communications, exploring unconventional career routes in financial services.

Susan Rupe, Managing Editor for InsuranceNewsNet, recently highlighted insights from Kate, Sam, and Abbie, revealing their unique journeys into financial planning and their commitment to assisting individuals and families in achieving financial goals, even beyond traditional roles.

Kate shared her journey of training and licensing as an advisor, expressing her preference for crafting plans rather than focusing solely on sales. Sam, leveraging his IT and human resources background, emphasized the role of technology in financial services and his evolving career path within Nationwide.

Abbie, a public relations professional showcased that a career in financial planning is attainable regardless of proficiency in math or sales.

All panelists emphasized their dedication to assisting and educating others on financial success. Abbie remarked, “My clients are remarkable. Everyone in this industry is focused on helping people.”

Healy highlighted a lesser-known aspect of financial services “Many people aren’t aware of how much we contribute to helping others, educating children, and saving for retirement.”To delve deeper into their insights, watch the full recap or read the blog post. The complete InsuranceNewsNet article is available here.

To delve deeper into their insights, watch the full recap or read the blog post. The complete InsuranceNewsNet article is available here.