One of the many things I’ve learned in life and 28 years in the financial services industry is that change is an on-going process, not a one-time event! It brings new challenges that should be embraced and creates opportunities to learn and grow, both personally and professionally. Too often, we forget this and look at change as a threat and a chore – something we HAVE to adapt to rather than something to look forward to. We all know change isn’t easy, but it’s important to see the rewards that come with it.
I spent the majority of my career working in the retirement industry. I was fortunate to wear many hats during that time: customer service, operations, marketing, mergers and acquisitions, and working closely with many distribution partners in various markets and channels. I’ve worked with dynamic individuals and organizations and even had a chance to say “yes” to a particularly big change – a move that took my family and me from Iowa to Connecticut for five years. These types of experiences have helped me gain new perspectives and appreciate different ways of thinking. Most importantly, they reaffirmed the importance of approaching change as an opportunity, not a threat.
A few years ago I was presented with another significant change – a transition to the risk protection industry, specifically working with income protection solutions. I knew it would be a challenge, but I was (and still am) excited about the opportunity and becoming a “student” all over again. At first, it seemed like I had entered a completely different world. Over time, though, just like with past changes, I began to gain new perspectives and have found similarities between the two worlds.
As I continue in the risk protection industry, I look forward to sharing my thoughts and observations with you in future blogs. I’ll cover topics ranging from basic income protection to benefits for businesses and advisors to the common ground between retirement savings and income protection. As I share my perspectives, I hope you’ll join me and share yours. For starters, where have you taken a leap of faith and said “yes” to change in your life? What opportunities has change created for you?