Jeremy has worked in financial services since shortly after he graduated from high school. He spent a year in college but wasn’t sure what direction he wanted to take. Soon he made a connection with Edward Jones. Long story … he made other connections… and he ended up working for a well established investment firm in Dallas.
He was amazing with clients, providing clear guidance and calm assurance. He facilitated trades and opened accounts and navigated complex situations.
But he didn’t have the credentials that might be expected for his position. In particular, he needed a “CFP” certification at one point. Not only that - the timeline for certification was approaching, and if he didn’t pass the required testing he would need to go back to the beginning and get his bachelors degree. Which would take years.
Obviously the pressure was on. He couldn’t afford a prep class but he got all the study materials and spent weeks and weeks preparing for the CFP exam. All on his own.
He passed. Amazing. And he continued to excel. He loved his job, and his clients and coworkers loved him deeply.
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