Taylor Bell is the Chief Operating Officer and Chief Compliance Officer for Colton Groome Financial based out of Asheville, NC, and she joins the show today to share her story of transitioning into the financial planning profession. If you aren't quite sure yet whether you want to be on the advisory or operations side of the business, then this episode is for you!
Listen in as Taylor opens up about her experience climbing the ranks in a small family business, the pursuit of new opportunities leading to her discovery of an opening at her current firm, and her resilience after initially being turned down for a position. You'll hear about her decision to obtain the CFP designation (despite her operations-focused background), as well as how this choice enhanced her role in shaping the firm's operations and client experience. Taylor also discusses the evolving dynamics between front-office and back-office roles in the industry, her recent advancement to COO and CCO positions, and more.
What You'll Learn In Today's Episode:
- Taylor’s journey into financial planning. (2:20)
- The benefit of taking on unglamorous tasks to become a valuable asset. (9:05)
- Taylor’s career trajectory within the financial planning industry. (12:55)
- The advantage of technology in merging Ops and Advisors. (22:20)
- Tips for new planners. (25:50)
Ideas Worth Sharing:“I think the best advice I got at that time was do the things that nobody else wants to do. Solve problems that nobody else has solved.” - Taylor Bell Click To Tweet “Everyone knows that there are things that the advisor does that they absolutely could not do without their client service people.” - Taylor Bell Click To Tweet “I think now more than ever, advisors and owners understand that the people who can really harness and utilize the technology are really the ones who can move the needle in the firm. It's not just the people who develop business.” -… Click To Tweet
Resources In Today's Episode:
- Taylor Bell: LinkedIn
- Finding your Path: The Roadmap from Student to Successful Financial Planner by Caleb Brown
Download your free copy of the New Planner Career Roadmap! In this roadmap, you'll be guided through the details of various stages of your financial planner career, including position descriptions, licensing, skill and experience level requirements, and compensation ranges.
Get the Full Episode Transcript: