In the merry month of May a long time ago, I graduated from college in a new cheap suit and embarked on my career in financial services. The first entry on the resume was life insurance agent, the Prudential Insurance Company of America.
The insurance companies managed their affairs with vast armies of file clerks and secretaries and bookkeepers, filling towers of offices in major cities. There were no computers on desktops, long distance telephone calls cost a lot of money, and typing a letter was surprisingly time consuming.
Just a few years before, the New York Stock Exchange got so far behind in its record-keeping that it was forced to stay closed on Wednesdays for months in order to catch up the paperwork. This was due to the record trading volume of…wait for it…TWELVE MILLION SHARES A DAY.
Needless to say, times have changed a lot since I got in business.
I don’t understand how it happened, but I am turning age 62 this month. My plan to work to age 92 may be keeping me young. Between our digital communications, expansion of the team, reworking our systems and processes, keeping up with economic and market developments, and talking to you, there isn’t really time to feel old.
Thinking about the arc of this career so far, I began in the 20th century with a company founded in the 19th century. And now we are at the vanguard of the 21st century.
It feels like this unfolding age was made for us. We understand how to communicate with you in the new media. Being straightforward is a big edge when everything you say and do is visible. Word of mouth is a speed-of-light phenomena nowadays.
At this milestone, with so much left to do, we are grateful to be alive and part of it. With the best clients in the world and support by LPL Financial, we are very fortunate.
Clients, thank you all, again, for everything. If we can do anything for you, email us or call. Here’s to a great thirty years ahead, for you and for us.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
Leibman Financial Services and LPL Financial are not affiliated.
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