I started working with EWG/Protection Point Advisors soon after coming to the United States. In 2009, it was about the worse time to begin a career in finance. The news was filled with not only the financial crisis, but also about the Bernie Madoff scandal. I was determined to find a company that would not only give me a job but also shared my values and ethics. Fortunately, I EWG/Protection Point Advisors hires specifically for strong people with strong values and offered me an office manager position. Over time, with their coaching and encouragement, I became a Financial Advisor, helping other people achieve the financial future they want.
I Love working with EWG/Protection Point Advisors. The office staff is warm and very helpful. I continually learn through the other advisors, and I have really appreciated the access I have with the founders of the company and their many years of experience. More importantly, the company has a unique culture of always focusing on the client and doing the right thing. It seems to me that those values come from the top, and they have done a good job attracting the right advisors.
At EWG we are always looking for ways to add value, innovating and building solutions that allow our clients to get a better client experience. We don’t worry about commission products or quotas, and that means we can better advise our clients. Finally, I love how clear specific steps are used to do things, like onboarding a client. It makes me feel good knowing that if something happens to me, my clients would experience the same process they are used to, with similar portfolios. I am not a lone advisor. I have a team behind me, clear systems to use and a continuity plan on top of that.