Outside-IN

Outside-INblog

Outside voices and views for advisers

Why I am true to my personality online

How I capitalized on all the things that make me stand out — and created a business and experience that I would want to work with as a client

Jun 10, 2014 @ 12:00 pm

By Kate Holmes

I entered the industry at age 22 and was a principal in a successful registered investment adviser by age 27. And, I'm a woman. I felt I had something to prove everywhere I went.

I learned how to talk, write and dress “professionally.” I worked hard to conform to the old boys club that makes up so much of this industry. Then, two things happened:

• I realized I spent a lot of my time on tasks and conversations I didn't enjoy.

• I started paying attention to how my personality shifted between hanging out with friends and being in a professional setting.

So I left that RIA and launched my own firm, Belmore Financial, with the primary goal of being true to myself. That includes the way I present myself online.

(Read Liz Skinner's story "How far should you go to show off your personality online?")

Not only is Belmore's business model different (I don't manage any assets or sell financial products), I wanted to capitalize on all the things that make me stand out — and create a business and experience that I would want to work with as a client.

Because I have a limited attention span for sitting through monotonous, jargon-filled presentations, I committed to never giving a talk or presentation — or creating video for my website — that I wouldn't enjoy.

Money is an intimate and emotional topic. And intimacy is a two-way street. I like to get to know my clients and have them get to know me.

I realized the people I most want to work with are those I would also want to hang out with. Whether corporate clients, retirement plan participants or private clients, I knew the best way to attract those who would be the best fit is by being my true self. Which, it turns out, is a sarcastic, dorky, goofball who only gets dolled up when the occasion requires.

Kate Holmes is a certified financial planner and founder of Belmore Financial.

0
Comments

What do you think?

View comments

Recommended for you

Featured video

Events

Identifying unconventional risk and finding a secret weapon in client portfolios

Advisers are hungry to find new alternative investment opportunities. But Rupal Bhansali of Ariel Investments says the secret weapon could be right under your nose - in cash.

Latest news & opinion

Raymond James executives call on industry to keep broker protocol

Also ask firms to pay for the administration of the protocol to 'ensure its longevity and relevance.'

Senate committee approves tax plan but full passage not assured

Several Republican senators expressed reservations about the bill, and the GOP cannot afford too many defections.

House passes tax bill, focus turns to Senate

Tax reform legislation expected to have more of a challenge in upper chamber.

SEC enforcement of advisers drops in Trump era

The agency pursued 82 cases against advisers and firms in fiscal year 2017, down from 98 the previous year.

PIABA accuses Finra of conflicts of interest

Public Investors Arbitration Bar Association report slams self-regulator over its picks for board of governors.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print