Bethany M. Griffith
Bethany M. Griffith29
Financial adviser, Abacus Planning Group Inc.
- President of NAPFA Genesis.
- During college, worked construction one summer.
Bethany M. Griffith moved to Germany almost two years ago, and working remotely overseas with almost three-dozen clients has had an impact on her financial planning career.
"The exposure to so many different people and cultures has made me more empathetic, a trait I think is the key to being a trusted adviser," she said.
At Abacus, Ms. Griffith does financial planning for all types of clients, from large family offices to elderly widows. She also mentors the less experienced advisers in the office, despite living in Europe.
She is the current president of the National Association of Personal Financial Advisors group for members who are 33 and younger, NAPFA Genesis. The group encourages the professional growth and development of younger advisers.
"I would like to think working from overseas hasn't impacted my clients a lot," Ms. Griffith said. "I work very flexible hours. I thought some of my older clients wouldn't be as receptive to not physically being in the United States. But they said, ‘You have the internet there, right?' It was a reminder not to make assumptions about clients."
– Bruce Kelly