This week we’re learning more about Dean Clark at Selectpath

What inspired you to enter the industry?

I’d suggest the inspiration came after entering the industry. Once here, I realized improvements were needed in the way clients, advisors, and insurers interact with each other. It’s also hard to imagine a business where you can help more people, in a meaningful way, than this industry. The inspiration continues to build over time.

Who is your mentor?

To pick one person, Stephen LaPage has greatly influenced my career nearly from the start. I still consider myself the student, not the teacher, so I’d say I continue to be mentored by anyone I can learn from, or that makes a positive impact.

What are some things that people don’t know about you?

Many people don’t realize that I grew up in Newfoundland…no accent throws them off.

What are the biggest lessons that you have learned in the business?  

Lesson(s): Be a true professional. Always add more value than is asked for. Care more about your clients than anyone else. The advisor you choose is usually more important than the insurer you choose.

Do you have insights about the industry that you would like to share?

Licensing does not equal expertise. There’s too much nuance in financial services for one person to be an “expert” in everything. To be treated as a professional, advisors need to pick a discipline, get credentialed, and focus their attention there. If shopping the market for a low price is your strategy, technology is going to replace you….solid, professional advice is hard(er) to replace. Don’t be afraid to collaborate with real professionals in other disciplines to support your relationships.

 

 


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