InternCLE Podcast

InternCLE Episode 040 - 21st Century Financial - Kelly Dolan

March 13, 2020 Season 1 Episode 44
InternCLE Podcast
InternCLE Episode 040 - 21st Century Financial - Kelly Dolan
Chapters
InternCLE Podcast
InternCLE Episode 040 - 21st Century Financial - Kelly Dolan
Mar 13, 2020 Season 1 Episode 44
Annette Kramer

InternCLE Episode 21st Century Financial

Kelly Dolan

http://www.xxiadvisors.com

“21st Century Financial is in business to help provide for the financial planning needs of its clients. This is done through a discovery process - we gather facts, analyze data, and design solutions in several key areas of planning. We will work with you to identify and focus your unique financial goals and objectives. We then develop a step-by-step process to design a plan that will help you to address those needs. At 21st Century Financial, our client is our number one priority. We are dedicated to providing you with products and services best suited to meet your needs, and we welcome the opportunity to work with you. Please access the link below to get a 5 minute summary of the work that we do for our clients http://youtu.be/NmWlBDtJ-Wg

#ImpactingLivesThroughoutLifetimes

Kelly Dolan is very involved with volunteer work and helping in the community.  She serves as an Advisory Board member for the Institute of Leadership Management at Akron University.  The talent acquisition community in the region has given her great support and feedback.  

21st Century Financial has offices Pittsburgh, Columbus, Cincinnati, Beachwood – Financial Advisory services but Kelly finds that it is very much a relationship business.  The advisors have tons of autonomy and are essentially supported entrepreneurs.  

The summer Internship program has been around for a very long time and is ever evolving.  The most important thing to 21st Century Financial is the experience that the intern has.  Interns learn all about the industry and the soft skills that need to be developed in this profession. 

The 4 I’s at 21st Century Financial

·         Intellect – be creative, keep up with regulation

·         Income – direct correlation between success and income – you aren’t trying to beat the person next to you – the entrepreneurial mind set

·         Independence – flexibility in their schedule and pace of their career development

·         Impact – Recognizing the influence and impact you can have on the families that you work with and in the communities they live in

 

Around Town: 

GCP Internship Summit recap – check out the blog for more of my thoughts on the event 

https://interncle.com/blog

Gratitude:

Brenee Brown Rising Strong  https://brenebrown.com/books-audio/

Her methods for digging into your anger, frustration and fears – “The story I am telling myself right now is…”

Show Notes

InternCLE Episode 21st Century Financial

Kelly Dolan

http://www.xxiadvisors.com

“21st Century Financial is in business to help provide for the financial planning needs of its clients. This is done through a discovery process - we gather facts, analyze data, and design solutions in several key areas of planning. We will work with you to identify and focus your unique financial goals and objectives. We then develop a step-by-step process to design a plan that will help you to address those needs. At 21st Century Financial, our client is our number one priority. We are dedicated to providing you with products and services best suited to meet your needs, and we welcome the opportunity to work with you. Please access the link below to get a 5 minute summary of the work that we do for our clients http://youtu.be/NmWlBDtJ-Wg

#ImpactingLivesThroughoutLifetimes

Kelly Dolan is very involved with volunteer work and helping in the community.  She serves as an Advisory Board member for the Institute of Leadership Management at Akron University.  The talent acquisition community in the region has given her great support and feedback.  

21st Century Financial has offices Pittsburgh, Columbus, Cincinnati, Beachwood – Financial Advisory services but Kelly finds that it is very much a relationship business.  The advisors have tons of autonomy and are essentially supported entrepreneurs.  

The summer Internship program has been around for a very long time and is ever evolving.  The most important thing to 21st Century Financial is the experience that the intern has.  Interns learn all about the industry and the soft skills that need to be developed in this profession. 

The 4 I’s at 21st Century Financial

·         Intellect – be creative, keep up with regulation

·         Income – direct correlation between success and income – you aren’t trying to beat the person next to you – the entrepreneurial mind set

·         Independence – flexibility in their schedule and pace of their career development

·         Impact – Recognizing the influence and impact you can have on the families that you work with and in the communities they live in

 

Around Town: 

GCP Internship Summit recap – check out the blog for more of my thoughts on the event 

https://interncle.com/blog

Gratitude:

Brenee Brown Rising Strong  https://brenebrown.com/books-audio/

Her methods for digging into your anger, frustration and fears – “The story I am telling myself right now is…”

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