Posts Tagged ‘My Job’
Why I Love This Job
Recently one of our prospective asked me to delineate exactly what being a financial planner entails. I sent him a long description along with a detailed matrix of our various services which gives a good itemized and technical explanation of what we do.
Shortly thereafter my mind wandered off to a song I heard many years ago by Frank Sinatra entitled That’s Life. It’s a great song and one of my favorite sections are the lyrics that go something like this:
“I’ve been a puppet, a pirate, a pauper, a poet, a pawn and a King…”
It’s wonderful to think that you can live a life continually playing different roles.
I started thinking about all of the skill sets involved in being a financial planner and investment advisor such as gathering data, establishing goals, analyzing information, making and implementing recommendations, and monitoring performance.
And I realized why this is such a great job; it has so many fascinating aspects that allow one to tap into the aptitudes of so many other professions.
Officially we work as investment advisers and financial planners, but metaphorically we are the financial equivalents of fishing guides, architects, actuaries, bodyguards, futurists, pilots, physicians, psychologists, psychoanalysts, quarterbacks, social workers, professors, and sometimes even priests! Hopefully, we never have to play the role of undertaker.
I wonder how I can fit all of that on my next business card!
