>> What I love about this career is the ability to work with a select number
of people and have a very large impact.
When you're in this business you have to make a choice of really,
where you focus your time and energy.
And we work within a market that is, affluent, but it makes a difference in how you plan
for clients, they don't have such an excess number of dollars, that,
it's not meaningful, and how you work with them.
It's not necessarily so they can just have more,
it's so that they can live better lives, in the market that we work with.
So it's really rewarding when you can take all of the knowledge you take for granted,
because you're immersed in it so many hours a day, in a week, in a year,
and we take it for granted the knowledge that we have.
But when you can very, efficiently, and with a caring hand relay that information to others,
so that they make the best decisions with their money,
and they have a better outcome, that's the most rewarding thing.
Well the challenges are the complexity of the business, because as a,
we're more of a wealth manager than an advisor or a broker.
Brokers are someone who would call you to buy a certain stock, or do something,
it was just a transaction, it wasn't an overall strategy, or a plan.
So if it's just a transaction, it's very simple, it's on one level, when you're doing strategies
or plans, there are a lot of complexities that come into it.
You have to know about taxation, you have to know about estate planning,
you have to know about investments, you have to know
about how do you title assets most efficiently.
So it's a very complex business, in the number of knowledge areas you have to be familiar with,
and very versed in, and you have to take all those different disciplines,
blend them into one strategy, and vey [inaudible] help clients understand it,
so that they can make the decisions they need to make.
So it's very complex, and that can be a challenge
for people who are new in the business.