New dad, new job
Last seven months have been about sacrifices in the name of getting to the CFP exam.
For Sam Honey, a planning associate at Plancorp, the last seven months have been about sacrifices — all in the name of getting to the certified financial planner exam in March.
The 26-year-old is enrolled in a prep course, but he takes time to continue his review during lunch and in the evenings after his 1-year-old son goes to bed.
“What did I give up? Sleep,”Mr. Honey said. “I used to play the guitar, and I haven’t had time to do that because I’m studying and trying to be a good dad.”
But those compromises are paying off, as Mr. Honey has taken on additional responsibility at work since he started in May. Plancorp recently prepared its strategic initiatives for 2015, and he decided to take part in a marketing and value proposition effort.
MARKETING PLAN
The marketing game plan is to identify the best way for Plancorp to differentiate itself among other wealth management firms, and better illustrate the value the firm can add for prospects.
“What do we do better than anyone else, and how do we tell that story?” Mr. Honey said.
Outside of work, he is getting back into the same mentality he had while in school — being focused and efficient with his time. He welcomes the challenge of giving his all at home and at the office.
“I enjoy work the most when I’m challenging myself and continuing to learn,” Mr. Honey said. “It’s reinforced that no matter what station of life you’re in, you always have to be learning and developing.”
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