Ex-Banker And Tied Agent Rachel Wanted Career Longevity For Herself And Her Team. Vision Advisory Was The Answer To Her Search
A sustainable career and workplace are important to Rachel. She left her job at a bank and her previous financial advisory because both were not sustainable.
Through a process of elimination, she determined Vision Advisory to be most conducive for career longevity, thanks to the director Tony’s progressive spirit and V-Pulse, an eight-platform system that provides support to the advisors.
Now, Rachel is able to travel, spend more time with friends and family, and does not have to fight fires.
Rachel worked at a bank as a business banking manager for one year. In that one year, her family went on four holidays. Rachel missed all four. Day in, day out, she clocked in, clocked out at the bank. There, they worked in teams and every team member was responsible for the team hitting its targets. Taking leave while they were chasing targets felt like abandoning her team, so she never took leave. It didn’t take long for Rachel to realise this lifestyle was unsustainable.
When her friends offered a glimpse of an alternative career path: financial advisory, her interest was piqued. She became a financial consultant at Advisory Z.
At Advisory Z, roadshows were their bread and butter. A bulk of their business came from prospecting in public spaces. Unfortunately, policies changed. Soon, Advisory Z stopped doing roadshows.
Rachel’s income fell by 70%. As leads ran dry, Rachel’s team members left one after another. Two of her top producers wanted to stay but she urged them to seek greener pastures; there was nothing left for them in that advisory anymore.
Watching her team members leave was the lowest point of Rachel’s career. But it was not right to keep them back. She wanted them to find an advisory where they could stay for a long time. After fulfilling her contract, she wanted to seek out an advisory where she could stay for a long time. Sustainability was a deal-maker.
Aware of the options out there, she narrowed down her choices through elimination.
Small advisories with flimsy support systems were out. Tied agencies, that represent only one insurance company, were out. Product-pushing advisories were out. The process brought her to Vision Advisory.
The first thing Rachel noticed at Vision Advisory was the profile of financial consultants there. They were experienced. Their careers had longevity.
Next, she saw their proprietary FinStyle app. FinStyle has partner networks to serve clients more thoroughly, facilitates clients’ financial planning, and is an excellent digital marketing tool. Rachel knew of other advisories that were trying and failing to build their own app; it took commitment to see it through. The existence of FinStyle suggested that Tony was forward-thinking.
When Rachel joined Vision Advisory, she immediately noticed how different it was from her previous place. For starters, there was no more firefighting. V-Pulse, an eight-platform system that provides support to financial consultants, took care of the day-to-day jobs, which meant that Rachel could focus on what matters: adding value to her team.
Besides, with fewer menial tasks to handle, Rachel had extra time to spend with her family and friends.
Moreover, the digital infrastructure of Vision Advisory has made it easier for her to endorse cases. No more cumbersome paperwork that eats away her time. Instead, she is able to quickly and efficiently endorse the cases online, saving time for herself and her consultants.
Within the short year since Rachel joined Vision Advisory, she has recruited eight advisors to join her team. She brings each prospective team member through her thought process, explaining why Vision Advisory is her preferred choice. Her original goal remains the same — career sustainability for everybody she recruits.