In a world full of constant notifications, distractions, and new technologies, staying focused has never been harder or more important.
In this episode, Jeremy Dicker explores how chasing shiny things can derail our growth, but also how intentional focus and the right use of tools can create deeper relationships, stronger careers, and more meaningful lives.
Jeremy discusses:
Lessons from the early days of his career, before cell phones, email, and the internet changed everything
How technology like AI is reshaping entire industries and what it means for long-term careers
Why distractions shorten our attention spans and weaken conversations
The power of “hugging the cactus” and doing hard things that lead to growth
Transitioning from academia to wealth management is a unique path filled with unexpected turns and valuable lessons.
How do you pivot from a career in history to becoming a successful financial advisor? What are the key strategies for building a thriving practice in wealth management?
This week on The ONE Path to Wealth Podcast, Jeremy Dicker and Peter Hoopis welcome TJ Pearce, CFP®, RICP®, Senior Vice President of One Wealth Management, to discuss his unconventional journey into finance and the importance of client-focused service.
Listeners will gain insights into the value of professional service, the role of technology in modern financial advising, and how a collaborative approach can lead to exceptional client outcomes.
They discuss:
TJ’s transition from academia to wealth management
The philosophy behind One Wealth’s client-centered approach
The impact of advanced planning techniques and professional designations in providing superior service
The significance of integrating technology for enhanced client engagement and efficiency
TJ Pearce, CFP®, RICP®, MA, Senior Vice President for One Wealth Management, joined the Financial planning industry right out of Graduate School in 2014. Starting with a large, national wealth management company in Chicago, TJ got off to a very fast start qualifying for Million Dollar Round Table his first year. TJ has gone on to qualify for MDRT every year since, while also building the Investment side of his business. Through continuing his education and working with more sophisticated clients TJ realized he needed to bring more knowledge and experience to his clients from a Financial planning perspective, which is why he joined the One Wealth Management team in 2019.
In his Chicago-based practice, TJ focuses on working with people who care about financial planning. TJ states: “Whether that be in the legal market working with attorneys at America’s biggest law firms, working with established families trying to balance careers and kids, or highly commissioned sales consultants with extremely variable income, it all comes back to people who want to enrich their lives both financially and otherwise. Through joining One Wealth Management, my clients now have access to decades of market experience.” Rather than specializing in only helping one type of person, TJ embraces diversity in his practice and seeks to help those dedicated to making their financial goals become a reality. TJ is a designated Certified Financial Planner (CFP®), as well as a designated Retirement Income Certified Professional (RICP®).
