Ranie Verby
Bio
I am the director of wealth management and a shareholder at Plancorp, a company offering wealth management services in 44 states. In my role, I cultivate advisors and curate career paths while managing the team's daily operations.
Stories (1)
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Why Being a Financial Advisor Is Much More Than Numbers
In my early years as a certified public accountant, I often heard people say, “You must really like math!” The truth is that I don’t like math that much at all. At least, I certainly don’t consider math to be in my top five skills; I carry a calculator almost everywhere I go (and it’s much less awkward now that there’s one on my phone). This common misconception seems to have carried over to my career as a financial advisor — it’s as though I’m simply a glorified number cruncher. I’m just here to check the figures, make sure you’ve filled out the right boxes in your tax return, and be a safety net when you need a little backup. Nothing could be further from my actual day-to-day life as an advisor.
By Ranie Verby3 years ago in Trader
