What happens when someone who used to sell financial technology decides to become a financial advisor? Clark Jeffries, founder of Jeffries Wealth Management, takes us inside his transition from FinTech sales to running his own independent practice.

After five years at Hidden Levers (later acquired by Orion Advisor Tech), Clark worked closely with hundreds of advisory firms and noticed a major gap. High-earning professionals weren’t being well served—many were managing money on their own, sticking with family advisors, or fielding product pitches from old acquaintances. Clark saw an opportunity to create something different.

Making the switch wasn’t without surprises. He quickly realized that while technology is helpful, clients don’t actually care about your tech stack—they care about how you can genuinely help them. Integrations fail, updates cause issues, and advisors often use only a fraction of their tools. What really matters, Clark says, is the human connection.

Instead of adopting a polished, corporate image, Clark chose authenticity. By being himself, he attracts the clients who align with his style and values. He views financial planning as an ongoing process, not a static plan, and believes long-term trust is built on real relationships.

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