Sophomore Series: Lessons & Experience


During the holiday season, we are often reminded how one person’s actions can affect so many. The greed and stinginess of Scrooge impacted all of London. The Grinch’s nastiness affected all of Whoville. But their redemption opened up endless possibilities showing just how important one person can be.

This holiday season, our “Sophomore Class” discusses just that. How the mentors that they have worked with showed them the type of financial professional that they want to be. True professionalism and dedication can have a “ripple effect” – affecting all around them, from senior staff to interns.

May this holiday season find you surrounded by loved ones and remembering those who have positively affected you and may you be that catalyst to others.

And, as always, a very Happy Hanukkah and a Merry Christmas from WealthEdge.