The first thing people generally think about when San Diego comes up is weather, since “America’s Finest City” allegedly has the best weather in the country. That may be true, but unless you work as a lifeguard, gardener or other outdoor-based job, you’re usually looking at the sunshine from indoors, and don’t get much of a chance to enjoy the warm temperatures — unless you’re a WorthPointe financial planner.
While we often don business clothes and meet clients indoors, we have tremendous freedom as to how we organize our days and where we spend them; no one expects us to clock in or out at certain times. What that means is we have more of a chance to enjoy the San Diego lifestyle; we can choose to throw on shorts and flip-flops and work from the beach, or Balboa Park, or any number of other scenic local spots.
That flexibility is certainly a great selling point for potential new members of our team, but what else differentiates WorthPointe from other San Diego wealth management firms? Here are a few things:
- We aren’t just employees at WorthPointe, we’re partners, which means we have equity in the firm. With “skin in the game,” the overall success of the company is tied to our personal net worth — a significant motivational factor.
- The partner agreement resolves any concerns about what would happen to our practice if we become disabled or pass away. This built-in succession plan provides our clients and us with peace of mind — as a local partner will immediately take over when required.
- We are relieved of having to do time-consuming back-office work because we have great administrative support. In my experience, solo practitioners can spend up to half their time tending to administrative duties for which they don’t get paid — so taking this responsibility off our plates frees us up to focus on growing our practices.
- Opportunities for collaboration abound. Old guys like me are available to mentor younger advisors, sharing things we’ve done that have and haven’t worked. It’s also invaluable to have a team of people available to bounce ideas off of and gain marketing tips from. It’s the best of both worlds, as we have our own practices but work under the umbrella of one firm.
- We have the ability to take stress-free vacations. If someone wants to hike in Nepal, bask on a Hawaiian beach or do whatever floats their boat for a week or two — or more — they know we’ve got them covered. A fellow advisor will handle calls from their clients, so no one’s left twisting in the wind.
Sounds pretty good, right? In addition, we have the chance to get more involved in the San Diego community by volunteering at Ronald McDonald House, attending Padres games with clients and participating in the annual Toys for Tots drive sponsored by the local Marine Corps. Life is good at WorthPointe in San Diego.
Does this sound like a lifestyle you’d enjoy? We’re always looking for new team members, so we invite you to visit WorthPointe careers to learn more.
Other articles filed under LA/OC CFP Team Posts
August 4, 2020 - Given the recent market volatility, WorthPointe advisor John Chapman has received many calls from clients who wonder if it’s a good idea to set a limit on their downside by using a stop-loss order. In an educational video, he discusses...
August 2, 2020 - WorthPointe advisor John Chapman recently was the special guest on LD Expert Live, a weekly YouTube show hosted by Jill Stowell, founder of Stowell Learning Centers. The focus of their conversation was how families can manage the additional costs of...
June 30, 2020 - WorthPointe advisors John Chapman and Matt Addington — both fathers of three — talk about the need to educate children about money in a new video. The discussion was spurred by a recent Twitter post from Kyng Kyren, Can’t Be...
June 15, 2020 - WorthPointe advisors John Chapman and Morgan Smith spoke recently about Morgan’s recently released book, Generation Squeezed—A Holistic Guide for Taking Care of Aging Parents. Watch the video here. Morgan noted he wrote the book after being a caretaker to his...
May 26, 2020 - The unprecedented effect of COVID-19 on the economy has resulted in a number of disaster relief alternatives being available to small businesses — and things seem to change rapidly as they scramble for funds. WorthPointe advisor John Chapman spoke with...
- Are You Seeking The Right Things?
- Hear From Morgan About Caring For Aging Parents