How could your childhood experiences shape the parent you are today?
Jeremy Dicker and Peter Hoopis explore how our past experiences like childhood memories and family dynamics shape our roles as parents, professionals, and community members. It’s a heartfelt conversation weaving together the challenges of parenting in a modern world with stories from Jeremy’s own family’s journey. They discuss the importance of being present for your children, learning from past relationships, and how to build meaningful connections with those around you.
This is a must-listen for parents, professionals, and anyone interested in personal growth!
Jeremy and Peter discuss:
(01:07) Personal stories from childhood that influence modern parenting styles
(03:51) The challenges and rewards of parenting in blended families
(04:57) The balance between being present for your kids and building a career
(08:12) The role parents play in forming the independence and decision-making skills of children
(12:40) Peter’s reflections on his emotional growth alongside his daughters
(16:16) The importance of emotional support and leadership
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®).
Ready to learn about a different kind of financial firm?
Jeremy Dicker, also known as the Hebrew Hammer, and Peter Hoopis introduce the very first episode, discussing their backgrounds and the development of their firm, ONE Wealth Management. They talk about their early years in the financial services industry, the challenges they faced, and the opportunities they seized. They also highlight the importance of providing excellent service to clients and being transparent in their work.
Jeremy discusses:
The intriguing start of Jeremy’s career at age 17
Insightful discussion on the evolution of financial services
The importance of customizing client experiences
Plans for future podcast episodes focusing on fitness, wine, and wealth
