The Pop Quiz, Monday is a fun little exam that we love to give to savvy business owners. The examination is not a surprise after all since the interviewee already knew about the questions in advance. However, we can always pretend and have fun with the scenario of a young entrepreneur sitting in class nervously biting on their pencil. They are ready to take a pop quiz on a chapter that they were supposed to read the night before. Instead, they played Metroid all night on their SNES (Oops, this was me in high school). The real purpose of the pop quiz is that this is a fun way to introduce business tips from real-world experiences that you can not learn in a classroom. We want to thank our entrepreneur for being a good sport and volunteering their time to answer a few questions to help our community grow from their knowledge.
I want to introduce you to our guest today who will be taking our Pop Quiz Monday.
Can you please tell everyone your name?
What is your job role?
Senior Managing Partner
Tell us about your company?
Veteran Wealth Partners is a financial education and implementation program for Veteran Business Owners and Entrepreneurs. Our mission is to serve Entrepreneurs and Small Business Owners by providing innovative and alternative solutions to the traditional model of planning, scaling, and protecting a business.
We also partner with a variety of Veteran Resource Organizations and Non-Profits across the United States geared towards creating successful businesses within the Veteran Community.
Ultimately, we provide our clients with solutions and access to resources to help them win in business and in life.
What do you love most about your job?
I love knowing that I am helping them achieve their goals of leaving a legacy of service within their community.
What motivates you to get up every day and go to work?
What motivates me is I get to work with some of the hardest working, dedicated individuals on the planet. Veterans have an amazing work ethic and a value system that is just wonderful to be a part of. I am constantly inspired by this community.
How do your co-workers inspire you?
My team inspires me because they are innovative, out of the box thinkers. They are constantly educating themselves on how to serve our clients better.
How do you have fun at work (team building, pranks, etc..)?
Our team is remote and spread out across the country. It definitely makes for a relaxed work environment. We work hard, but we have fun doing it.
What are some of the challenges of your job?
Some challenges we face are some Veteran Business Owners, and Entrepreneurs are resistant to taking their businesses online. Having a social media presence is an important part of being in business in 2019. Convincing them to increase their web presence can be quite a challenge!
What are some lessons learned from a past project that you can share with us?
Attention to detail is critical. There are so many moving parts to supporting our business clients. Making sure our internal teams have their work prioritized is critical. I was working with one particular client in the retail industry. She asked us to help her with a retirement plan. One of my associates drafted the plan, and everything looked great. However, from my service in the military, it is ingrained in me to check things over multiple times throughout our business processes. As a result, we were able to get her an additional 30k in retirement income.
What advice would you give to someone who is starting in your industry?
Put people first. Your success is tied to their success. If you are not doing everything in your power to help them reach their goals, then you shouldn’t be in this business.
Thank you for taking our pop quiz today. You get an A+ for effort. You can learn more about our interviewee and their business by visiting them on the web: https://www.veteranwealthpartners.com/