Sign up to save your podcasts
Or
Share Kevin Douglas - AXA Advisors
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Kevin Douglas - AXA Advisors
Taking A Holistic Approach to Financial Planning
By almost all accounts, Kevin Douglas had exactly he wanted … everything that he’d studied and worked for. A good job. A great salary. Nice benefits. And yet, after almost a decade as a financial analyst — working for three different companies — he made the decision to essentially risk it all and start over from scratch.
Why? Well that story begins with a shift from Great Expectations. The book by Charles Dickens, to be exact.
“What struck me as I finished that book by Dickens,” Douglas told me, “was here is this guy who wrote a book while he was alive … that some kid in Austin, TX read a couple hundred years later … that shifted that kid’s perspective on how he viewed the world. His life’s work was spent creating something greater than himself that would have a positive effect on another human being many generations afterward.”
That reflection led Kevin to start questioning his own ideas on the concept ‘legacy.” Not unlike my previous guest, Alicia Hoffman, Douglas eventually decided that he wasn’t going to find the keys to a worthwhile legacy trapped inside of a Microsoft Excel formula.
Ultimately, he told me, what it came down to was the thought that “life is too short for me to do something that I don’t love and so what the heck to a have to lose?”
Stable and unhappy or uncertain and full of purpose? The choice seemed pretty clear to him and in 2012, Kevin left his corporate job to join AXA Advisors. And he hasn’t looked back since. Five years later, as Regional Vice President, he continues to build his own business while devoting a significant amount of his time to “nurturing new leaders.”
“Every aspect of the way this team is being built,” Douglas explained “is meant to serve our greater purpose … inspiring positive change in the lives of others.”
In this episode of Voices of Impact, we discuss the importance of taking a holistic approach to financial planning versus simply 'shooting from the hip.' Something Kevin likens to picking out random foods at the grocery store rather than having a well thought out grocery list. He talks about his team's strict but fair criteria for accepting new clientele and we hit on the three most common pitfalls to avoid, when it comes to a long term outlook on financial security.
Interview Post & Transcript: http://www.voicesofimpact.com/kevin-douglas/
View all episodes
By Ryan France Interviews Austin's Brightest Business Owners, Entrepreneurs & Community LeadersTaking A Holistic Approach to Financial Planning
By almost all accounts, Kevin Douglas had exactly he wanted … everything that he’d studied and worked for. A good job. A great salary. Nice benefits. And yet, after almost a decade as a financial analyst — working for three different companies — he made the decision to essentially risk it all and start over from scratch.
Why? Well that story begins with a shift from Great Expectations. The book by Charles Dickens, to be exact.
“What struck me as I finished that book by Dickens,” Douglas told me, “was here is this guy who wrote a book while he was alive … that some kid in Austin, TX read a couple hundred years later … that shifted that kid’s perspective on how he viewed the world. His life’s work was spent creating something greater than himself that would have a positive effect on another human being many generations afterward.”
That reflection led Kevin to start questioning his own ideas on the concept ‘legacy.” Not unlike my previous guest, Alicia Hoffman, Douglas eventually decided that he wasn’t going to find the keys to a worthwhile legacy trapped inside of a Microsoft Excel formula.
Ultimately, he told me, what it came down to was the thought that “life is too short for me to do something that I don’t love and so what the heck to a have to lose?”
Stable and unhappy or uncertain and full of purpose? The choice seemed pretty clear to him and in 2012, Kevin left his corporate job to join AXA Advisors. And he hasn’t looked back since. Five years later, as Regional Vice President, he continues to build his own business while devoting a significant amount of his time to “nurturing new leaders.”
“Every aspect of the way this team is being built,” Douglas explained “is meant to serve our greater purpose … inspiring positive change in the lives of others.”
In this episode of Voices of Impact, we discuss the importance of taking a holistic approach to financial planning versus simply 'shooting from the hip.' Something Kevin likens to picking out random foods at the grocery store rather than having a well thought out grocery list. He talks about his team's strict but fair criteria for accepting new clientele and we hit on the three most common pitfalls to avoid, when it comes to a long term outlook on financial security.
Interview Post & Transcript: http://www.voicesofimpact.com/kevin-douglas/