Local Financial Advisor

Before You Are A Leader, Success Is All About Growing Yourself. When You Become A Leader, Success Is All About Growing Others.

Jack Welch

Leadership initiative

Career growth that is tailor-made for you

Leadership development

There is nothing more rewarding than helping others on a path to success, spiritually and financially. Many of the leaders at Meda have done just that and it builds longstanding relationships with dedication and loyalty. If you decide that this is the career path that you desire, we will help you get there!
  • Leadership Opportunities Nationwide
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  • Control Your Own Future
Personal Financial Planner Roadmap

Behaviors Expectations

Wealth Advisor

Drive to Excel

An understanding of your own and agency performance measures and the application of this knowledge to contribute positively to key business objectives. Shares own knowledge and experience to support others to achieve personal and agency objectives.
Certified Financial Planner

Communication

Adapts communication and resources to take account of the target audience including less experienced colleagues. Presents information accurately and effectively using more complex communication methods such as reports and presentations. Communicates using the necessary technical language but articulates this in a way that others can understand.
Financial Consultant

Personal Accountability

Acts using own initiative to accomplish objectives and seeks alternatives when barriers arise. Tenacious in finding the best solutions, demonstrating commitment to the role and the Insurance Industry.
Financial Advisor Near Me

Innovation

Pro-actively able to challenge the status quo by considering the feasibility of suggested ideas and improvement considering the impact they may have on business objectives.
Financial Consultant Near Me

Professionalism

Truthful, sincere in all actions (even when not the easiest) and demonstrates utmost good faith. Demonstrates role model behavior in approach to colleagues, clients and partners.
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