#020 – Meghan Hyland, CFP®, is passionate about empowering others to grow their confidence, knowledge and choices, whether she is helping her clients, colleagues or girls from developing countries through her work with the non-profit SHE-CAN. She says the key to the success she has achieved professionally and personally is full, disciplined commitment. When you hear her story, you’ll also see that her patience to learn and develop relationships built on trust, as well as not being overly concerned about her own ego are important ingredients, too. Her first couple of years in the industry were essentially in an apprentice role to one of the partners of the firm she is still with, WestHill Financial Advisors. She shares about how the firm’s fixed focus on client experience and value has led them to be trusted partners clients rely on, not just for investment management but for advice and resources in making life decisions.
Comments closedMonth: May 2022
#019 – Playing football in the NFL felt like SaVion Harris’ destiny – his brother and many close friends played, and he always thought he would be next. But a college season filled with multiple significant injuries brought an end to that dream and forced him to pivot. Knowing he had given his all to his lifelong dream, the transition did not leave him filled with regret; but instead feeling grateful. The game he loved had prepared him well for his next step in life – becoming a financial advisor. Hear how SaVion shifted his “big-dream” approach, teamwork skills, and honest self-analysis to the financial services industry, overcoming setbacks to successfully build a business based on serving his clients like family.
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