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

personality, adviser, RIA
+ Zoom

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

INTV

Stephanie Bogan: How financial advisers can achieve more by reframing their realities

By revaluating the choices they make and the outcomes that result from them, financial advisers can make sure they're properly serving those most important to them — their clients, according to Stephanie Bogan, founder of Educe Inc.

Latest news & opinion

More advisers disapprove of Trump job performance at six-month mark

More than half of respondents to InvestmentNews poll say their confidence has dropped since start of term. Supporters give him partial credit for market uptick.

Fidelity taps Goldman Sachs to expand lending services through RIAs

Streamlined non-purpose loans use investment portfolios as collateral.

Jay Clayton says SEC, DOL can give market 'clarity' on fiduciary rule

Chief regulator is confident two agencies could reach 'common ground' on an investment advice standard across all accounts.

Vanguard winning at bond inflows, too

But iShares is strong competition.

Sen. Gary Peters brings broker background to work every day on Capitol Hill

Michigan Democrat resists ripping up DOL fiduciary rule but would be open to some changes.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print