Alright – so today we’ve got the honor of introducing you to Alison Stine. We think you’ll enjoy our conversation, we’ve shared it below.
Alright, Alison thanks for taking the time to share your stories and insights with us today. Please tell us about starting your own firm and if you’d do anything different knowing what you know now.
One of the biggest reasons I decided to start my own firm was to amplify my client experience, and create balance for myself. I wanted to be able to provide a very thorough and customized onboarding experience for my clients, so that I could focus on quality vs quantity. I also wanted to have control of my day to day, so that I could add in more Community Involvement and make sure I had time for myself (working out, making it home for dinner, time off, etc.).
Some of the key challenges were the initial transition period, building revenue back up, and figuring out our key expenditures. It was helpful having colleagues who had been through similar experiences to reach out to for guidance and suggestions. I would encourage others considering starting their own firm to seek out mentors and get organized.
Alison, before we move on to more of these sorts of questions, can you take some time to bring our readers up to speed on you and what you do?
I was born and raised in Southern California and came to Arizona to study Finance at the University of Arizona’s Eller College of Management. I graduated early and with honors and began my investment career in 2013 as a Financial Representative, as my passion lies in helping others. I obtained my Securities licenses in 2014 and was promoted to Vice President in 2018 after earning my General Securities Principal license. I earned my Retirement Income Certified Professional (RICP®) designation in 2019, as my practice has a focus on planning for the distribution of assets in retirement. I went independent and founded Stine Wealth Management in 2020.
Stine Wealth Management has a focus on putting clients first. I enjoy building long-term relationships with my clients, and love to see their plans unfold and adjust as time goes on. I meet with clients face-to-face (or virtually) to help plan their financial futures. I have much experience in retirement planning, risk management, tax-efficient strategies, and helping clients through the 3 phases of wealth: accumulation, distribution, and wealth transfer. I pride myself on educating my clients and communicating regularly.
Civic duty is important to me. I am the Co-President of the PhoenixCats through the University of Arizona’s Alumni Association, I volunteer through New Pathways for Youth to mentor an at-risk youth. I am also the incoming Chair of the Women in Business Council through the Tempe Chamber of Commerce, an Inaugural Member of the Eller Alumni Advisory Council, and am involved with a few other non-profits. I live in Scottsdale, AZ with my husband Billy & our dog Jordy.
Any stories or insights that might help us understand how you’ve built such a strong reputation?
Hard work, organization, and empathy. Working hard and putting the time in to build your business will always be most important. We often see the end result but do not always see all of the work it takes to achieve success, nothing can replace hard work. I am extremely organized and disciplined and that helps me to follow-through, stay on top of things, and juggle a lot that may be going on. I pride myself on being very responsive to clients and manage my time effectively. When it comes to working with clients, empathy is extremely important. We do business with people that we trust, and it is important that I can empathize with client’s situations and earn their trust by creating customized investment and retirement plans tailored to help meet their needs.
Have any books or other resources had a big impact on you?
The Compound Effect by Darren Hardy. This book discusses the impact that small, seemingly insignificant actions can create. It is all about small choices + consistency + time = significant results. This is applicable to your personal and professional life. This has helped impact my life by staying consistent, maybe I only have time to read 10 pages each night, but that quickly adds up. We may decide not to complete a task due to time constraints, but if we can make a little bit of progress that will continue to compound and lead to significant change. This book has helped me to stay disciplined and build good habits.
- Website: https://www.stinewealthmanagement.com/
- Instagram: https://www.instagram.com/stinewealthmanagement/
- Facebook: https://www.facebook.com/stinewealthmanagement
- Linkedin: https://www.linkedin.com/in/alisonstine/
- Yelp: https://www.yelp.com/biz/stine-wealth-management-scottsdale?osq=stine+wealth+management
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