Jeremy Dicker takes us on a deeply personal journey that reflects on the true wealth in life: human connection.
Sharing stories from a recent golf retreat he organized, Jeremy revisits formative experiences from his own career—from being mentored early on, to receiving small but powerful gestures of generosity, like his first first-class flight upgrade. He explores how acts of kindness, meaningful conversations, and mentorship create a lasting impact far beyond financial gains.
This episode is an invitation to remember where we started, stay grounded, and intentionally support others in their growth.
What to expect from this release:
How simple experiences shape career-long values
The importance of mentoring younger professionals
Why paying it forward leads to deeper fulfillment
Real-life lessons from mentors, friends, and even Shaquille O’Neal
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®).
