『Elevating Financial Wellness: Inside Corporate Programs with Andrew Harrell』のカバーアート

Elevating Financial Wellness: Inside Corporate Programs with Andrew Harrell

Elevating Financial Wellness: Inside Corporate Programs with Andrew Harrell

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 Welcome back to Don’t Retire… Graduate! In this special “Diary of a Financial Advisor” segment, I’m thrilled to welcome Andrew Harrell. Andrew’s journey is one of passion, commitment, and ongoing growth. He began at BFG as an associate in 2018, quickly advanced to lead advisor in 2023, and recently became a shareholder. Andrew graduated cum laude from Coastal Carolina University and was recognized with an Outstanding Alumnus Award from their Wall College of Business. He holds his CRPC (Chartered Retirement Planning Counselor) and his CFP (Certified Financial Planner), already making an impressive mark in the field. Andrew and I dove into his evolving role, the significance of financial wellness, and the value of professional networking through the Financial Planning Association (FPA). We traded familiar office banter—yes, his “Young Protege” and “EJ” nicknames are alive and well!—before unpacking how staying engaged with the FPA not only shapes the profession but also impacts legislative advocacy and community outreach. Andrew explained how collaboration with fellow advisors, not competition, best serves clients and the financial planning industry. We then explored a pivotal initiative at BFG: our corporate financial wellness program with KCI and other organizations. Andrew shared how this program empowers employees at every level to make sound financial choices, alleviating stress and fostering peace of mind through holistic planning. We also talked about the importance of taking off the “planner hat” and embracing well-rounded wellness for clients and ourselves. To wrap up, Andrew reflected on his vision for the future—staying true to his own strengths while continuing to make a difference. 5 Key Takeaways:
  1. The Power of Professional Community: Andrew emphasized that working together with other financial advisors through the Financial Planning Association fosters collaboration, knowledge-sharing, and positive impact—rather than rivalry.
  2. Legislative Advocacy Matters: Involvement with the FPA and similar organizations keeps financial advisors aware of regulatory changes and provides a voice to influence legislation that affects both advisors and their clients.
  3. Financial Wellness for All Levels: Our corporate wellness program brings personalized financial guidance directly to employees, helping them understand complex benefits packages and make informed decisions regardless of their asset level.
  4. Holistic Wellness is Essential: True financial planning goes beyond numbers—it’s about providing peace of mind, making sure beneficiaries and wills are in place, and reducing stress for both advisors and their clients.
  5. Never Stop Growing: Andrew’s journey reminds us that ongoing professional development, community engagement, and the desire to elevate those around us are keys to a fulfilling and impactful career in financial planning.

Thank you for joining us on this episode as we continue to inspire, educate, and guide you toward financial freedom with purpose. Don’t forget to subscribe, rate, and share this episode with anyone looking to reshape their financial future! [embed]https://youtu.be/lhKmqEqDFvU?si=dpcJY6mcvdOm9P2F[/embed]
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