Tag: Passion
Building Team Spirit & Relationships In The Workplace with Amy Wiseman (Ep. 10)

Building Team Spirit & Relationships In The Workplace with Amy Wiseman (Ep. 10)

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Personal interests and passions influence our career paths and relationships a lot more than we think (especially in the financial services industry!)

Would you agree?

This episode of The Wealth Dock Podcast introduces Amy Wiseman, the new administrative assistant at Sable Point Wealth Management. Amy unpacks her journey from Indiana to Kentucky, her academic interest in psychology, and her entry into the financial industry. 

She also highlights her commitment to client service and her enjoyment of building relationships. 

So, tune in as Amy reveals some personal anecdotes about her son, her cats, and her hobbies, giving listeners a peek into her life outside of work!

Talking points include:

  • The power of passion and adaptability — Amy’s story of changing her career path from psychology to finance
  • The process of getting to know the people behind your portfolio
  • The dynamics of working in finance (more than just crunching numbers!)
  • The value of personal connection and team spirit in the financial services industry
  • And more!

Resources:

Connect with Mike Heckman: 

Connect with Amy Wiseman:

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Against the Odds: A Nontraditional Financial Advisor’s Success Story (Ep. 2)

Against the Odds: A Nontraditional Financial Advisor’s Success Story (Ep. 2)

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Some people’s career paths have a bunch of twists, turns, and points where it’s flipped completely upside down. And then there’s Mike Heckman’s!

In this episode, Mike unveils the path that led him to become the financial professional he’s today. This conversation is all about inspiring you in your own career journey. So, tune in as Mike reinforces the belief that you can truly pursue anything you are passionate about.

Mike discusses: 

  • The story behind why he mainly works with business owners 
  • Some of his experiences as a business owner himself 
  • Valuable lessons that are all about motivating you to pursue your passion 
  • His experience working within the IT field during the ‘Y2K bug’
  • How he went from not wanting to be in the financial space to falling in love with the industry
  • And more!

Resources:

Connect with Mike Heckman: 

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