Imagine a career that let you achieve all your financial and professional goals—except you don’t have to go to the office every day. In fact, you don’t even have to go to the office every year.

Sounds like a fantasy? On the contrary, the financial planners in my firm regularly take extended time off without compromising their careers at all. Now, to be clear, they worked very hard, early in their careers, in order to get where they are, and they continue to work hard. Financial planning is not an industry for people who do not want to work. However, if you put your time in and approach your career strategically, you can have a level of flexibility and autonomy that other professionals can only dream about.

Allow me to share a few real-life details. 

We have had multiple advisors in our firm who chose to serve church service missions. Going on mission requires moving out of state, or even out of the country, for anywhere from six months to three years. It’s a full-time commitment, no other work is possible for the duration. And yet, our colleagues were able to maintain—and in one case even increase—their income streams while serving. The key was that each advisor arranged for other advisors or staff to maintain his or her book of business during the mission. In this industry, maintaining your book lets you maintain your income, even while you are away.

Short-term flexibility is also important for a lot of us. Many of our advisors coach youth sports teams. As many of you know, coaching is a significant commitment, requiring afternoon practice sessions and many Thursdays and Fridays for tournaments. Not only can our advisors leave work to fulfill their duties as coach, they don’t even have to ask for time off to do it. Financial advisors own their own time and can work whenever they feel like it. They are each entrepreneurs.

Sounds appealing? Then ask yourself:

  • In your current company, does success and promotion increase or decrease your workload and responsibilities?
  • Does your chosen career afford you the autonomy and flexibility to work when and how you want?
  • If you decided to take an extended leave of absence for months or even years, would your job be there when you got back?

Many of our most successful financial professionals joined us after finding success in a different career. They switched career tracks when they realized that financial planning better aligned with what mattered most to them and their families. 

If any of these points resonate with you, you owe it to yourself and your family to further explore what opportunities are out there. I invite you to contact us. A member of our team can help you better determine if a career in financial services is right for you.


Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC Member SIPC OSJ 6330 S 3000 E, Suite 600, Salt Lake City, UT 84121 (801)943-6277