7 surprising careers that led top advisers to their current calling
Evelyn Zohlen, founder of Inspired Financial, served as an intelligence officer in the U.S. Air Force for eight years, once getting to “take the stick” of an F-16 fighter jet during a mission. A recruiter helped her find a relationship manager position with The Vanguard Group, her start in financial services.
“In intelligence collections, you need to collect raw information from a variety of sources, tease out useful nuggets of information and put it together to create a picture of what's going on. Likewise, planners tease out important details about a client's situation and create a cohesive picture so they can provide guidance.”