Finding Your Fit

By Cambridge Investment Research, Inc. (Sponsored)

Podcast
October 16, 2024 at 12:21 PM
Share

"I think the financial component is one thing, but it is translated into mutual respect and friendship. So, we have this dream team, and I would hope that anybody that gets into the industry or anybody who is in business would be so fortunate. So, anything I can share, I'm happy to share and support. And obviously anything I can learn; I want to soak up as a sponge." – DeAnna Spear



DeAnna Spear, Partner at Wernick Spear Wealth Managers, describes her journey into the financial services industry as "an unusual start." You don't want to miss this brand-new episode as Spear reflects on the courage and determination it took to earn her spot at the firm. Although different styles and personalities from her partner, Spear highlights the beauty of a good partnership, focusing on the collaboration and growth it brings to the firm. As someone who is passionate about supporting women in our industry, Spear explains the creative process behind her prospecting events, the importance of building relationships, and how to 'find the right fit'.

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.