There are many paths that people have taken in order to find their way to Vanguard. Some are by usual means like career fairs, development programs, or referrals from friends and family. No matter what leads you to Vanguard I am sure that like myself, most people are glad they are a part of the team.
My story, however, is a bit different…
It all started in June of 2015. I was working for another financial institution, prospecting clients by going door-to-door, introducing myself, and trying to build my pipeline. On this particular day in North Carolina, it was close to 100 degrees. I had on my second suit of the day, and about 200 homes and 4 miles under my belt. But when I got to the end of the cul-de-sac, an exchange happened that changed the course of my financial planning career.
I walked up to a group of three friends. They were sitting in the garage sharing stories and having a good time. As I walked up, one of the gentlemen offered me some water and questioned why I was in a full suit walking the street in 100 degree weather. I started to share who I was and what I was doing. As I was speaking, he abruptly interrupted and said that he worked for Vanguard, and that he and his friends already had Financial Advisors at Vanguard and were not in the market to switch. I started to answer with a rebuttal, which is when he questioned if I thought knocking on stranger’s doors for 5 hours a day, hoping for a client that had the assets to invest and that trusted a stranger on the porch was a sustainable model. More importantly, did I enjoy what I did? Both were very valid questions. I began to reflect on my time at my past company: I was doing well at gathering assets and I was meeting my metrics each month. I knew there were other models of advice, but were they really any better or just different? When he gave me his name and email address, I assured him that I was happy and continued on with my day.