Ashley E. Iddings, CIMA, CPWA; Robin Dobbs, CFP; Michèle Walthert, CFP, CRPC
2435 Park Potomac Ave., Suite 500
Potomac, MD 20854
301-564-9500
www.wealthspire.com
Q What’s the most important lesson you’ve learned during your career?
Robin Dobbs, A Presenting financial plans and introducing new investment ideas are serious business, but we’re not always going to have all of the answers and of course, we can’t predict the future. It’s important to come to the table with solutions or options that are outside the box. There is a lot to be said about taking the time to educate yourself and your clients on possibilities that may not be in your wheelhouse.
Q How do you measure success?
Ashley E. Iddings, A There is nothing more rewarding than when a client refers you to a friend, colleague, or family member. There is no greater validation and proof of the trust placed in us than a client sharing their personal relationship. To me, that means everything. The same is true for our employees. We have a number of our advisors that have come to us as referrals from existing advisors. To know they love our team enough to bring in a friend is absolutely success!
Q If you could go back in time and give advice to yourself as a young professional, what would you say?
Michèle Walthert, A Guard against making assumptions about people. This is true whether we’re talking about clients, colleagues, friends, or strangers. The most successful advisors are empathetic and have the natural curiosity that results in asking lots of questions. A strong interest in helping others makes us go the extra mile to fully understand our clients’ situations.
It’s all about the satisfaction of helping people and the strong relationships we have with our clients and colleagues. We are inspired and motivated every day by the opportunity to work side by side with each other, talented and motivated colleagues who strive to make a difference for our clients and our community.