Old Dogs and New Tricks

US Wealth Napolitano |

Whoever said you can’t teach an old dog a new trick obviously hasn’t tried.  I’m not talking about canines, and old is all relative in this world of longevity in which we live. People have the unique ability to re-invent themselves; some do it for fun, others for work and some out of necessity. 

The old dog we’ll reference today is Tom Fletcher.  If you noticed that Tom was a little grouchy last autumn, you may be right.  At that time Tom was doing something that he never would have imagined he’d have to do again – and he did it voluntarily. Tom was studying on the train to the office, at lunch, on the train home at night and in his home until the wee hours for 3+ months.  His weekends were also completely occupied as he studied for his CFP® certification.  Of course, he passed it with flying colors, and sometime around the holidays it became official that Tom Fletcher would be able to use the CFP® marks as a Certified Financial Planning Practitioner.

Tom is neither old nor canine himself, but what he did was re-invent himself from being one of the best and busiest traders on Wall Street for Fidelity Investments into a Personal Financial Advisor here at U. S. Wealth Management. In my opinion, this is the equivalent of asking David Ortiz to go out and pitch a few innings.  OK, if the Bambino can do it perhaps Ortiz can do it with a lot of work – but why? He’s pretty damn good at what he does already.

The answer is passion. No one can motivate anyone to do anything if there is no passion and a burning desire from within to do something. According to Fletch, there are a number of reasons why that fire in the belly was ignited to master yet another admirable profession. Tom characterized the desire of being a Wealth Manager as a higher calling than picking and trading investments.  According to Tom, “While we understand how important the investment role is, it doesn’t matter how good you are at it if everything else in your financial life is uncoordinated or disorganized. A poor estate plan, the wrong insurance, or paying too much in taxes may derail even the best investor”.

The people part was also an attractant for Tom.  The only rule at USWM is a “no jerk” rule.  Life is too short to work for or with anyone who isn’t fun to be around.  This rule has manifested itself into a culture at USWM that has great, appreciative clients served by a diverse group of professionals.  “The relationships that I’ve have been able to build with our clients is very rewarding for me. I really enjoy helping them achieve life goals such as the new home in Florida, the gifts to the grandchildren or the transition of the family business.  I feel that what I do for people helps real life get better”, said Fletch.

Congratulations to Tom for passing.  And thanks to his family for allowing him to take time out of his family life to achieve this milestone.  There is no question that we are all better off because of Tom’s re-invention.  Please call Tom anytime if you need help with re-invention for yourself or someone you care about.    

This article was written by John P. Napolitano