Relationships Are A Key For Success To A Financial Advisor In Houston
Local businessman Jeff Speight of Tanglewood Wealth Management knows that education is key to success in the business world. He gives some advice to job seekers.
What degree did you graduate from college with?
“I received a BSBA in Finance from the University of Tulsa and have an additional 12 hours of project management coursework from Keller Graduate School of Management. As a client relationship manager, I shepherd clients and help them with their financial planning needs, coordinating firm and industry resources as needed.”
How do you feel your college education prepared you for your current role?
“Education is a lifelong journey. My finance degree gave me the initial boost I needed to get into the investments industry 26 years ago. However, I learned how to be a good relationship manager by doing it—working every day with the firm’s clients and learning what was most important to them so I could better anticipate future needs. Earning my CFP was definitely an important educational step to round out my skill set. Finally, you never know when something you learned in the past will come in handy. Working at a firm with a smaller number of employees generally means you will wear multiple hats at some point.”
Have you participated in any form of continuing education since beginning this position?
“To maintain my CFP certification, I must maintain 30 hours of approved continuing education every two years. Another form of continuing education is maintaining industry relationships. This is still a relatively small industry and we need to be open to learning about new things (technology, etc.) that allow us to serve our clients better. My colleague and I recently returned from the Schwab IMPACT 2013 conference in Washington, D.C.”
Do you have any advice for people who would be interested in pursuing a similar career?
“Some people prefer working with numbers and tasks, while others prefer personal interaction with clients. I have to be working with or around other people. One doesn’t have to be a pure extrovert, but it helps to be at least in the middle of the (introvert-extrovert) spectrum. Know where your strengths lie!”
Gillian Kruse is a freelance writer living in Houston. She graduated from Rice University with a great love for all performing and visual arts. She enjoys writing about arts and cultural events, especially little-known ones, to help Houstonians learn about what’s going on in their city. Her work can be found at Examiner.com.