Center Stage on Wall Street, Ep #40

In today’s interview, you’ll get to meet my business partner: Amy LeNoble. Amy always dreamed of becoming a professional dancer. She attended Loyola Marymount University to pursue her vision, graduating with a bachelor’s degree in dance (while minoring in business administration).

But Amy also developed a passion for finance. Over the last nine years, Amy grew from receptionist to administrative assistant to becoming a Licensed Registered Representative with LPL Financial, the largest independent brokerage in the United States.

Now, Amy is my partner at Capital Investment Advisers. She shares her journey and the value she strives to bring to our clients in this episode of Upthinking Finance™.

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LISTEN IF YOU ARE INTERESTED IN…

[00:00] Center Stage on Wall Street
[4:04] Amy’s dream to become a professional dancer
[13:18] Why Amy made a career shift from dance to finance
[17:44] Would Amy do anything differently?
[28:41] Amy’s experience climbing the ladder in finance
[33:07] Amy’s strategy focuses on building relationships
[46:32] The changes coming to the Upthinking Finance™ podcast

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Why Amy made a career shift from dance to finance

Amy performed with a dance team in Kansas City. Once the tour was over, Amy took a job as a receptionist at a financial firm. She wanted to get paid while still auditioning for dance roles. That’s when she discovered that she enjoyed finance. Her boss encouraged her to move forward in the financial world. But could she shift her life away from focusing on dance?

Dance is the sole reason why Amy knows her capabilities. It showed her that she was capable of practicing until something was perfect. It pushed her past her limits. It taught her resilience and discipline. Dance is the reason Amy has confidence, even though she didn’t reach her goals. It has brought her many successes. She also realized she could love both finance and dance.

Diving into the world of finance

A “Credo” is a set of beliefs that drive your purpose. If you are doing those things, you’re more likely to feel fulfilled. Amy spent time thinking about her vocational credo. Amy realized that she enjoys bringing relief to people—whether it comes from telling the truth, creative strategies, etc.—through discipline, hard work, and creative strategies. In one season of her life, she did this through dance. She sought to help people feel seen, heard, and understood.

She realized as long as she was fulfilling her credo, it didn’t need to be in dance. In finance, she can talk with people about difficult and personal things and bring them relief. She enjoys discussing their finances and developing creative strategies to help them pursue their goals.

Amy’s personality is to give 100% to whatever she embraces. When she accepted that her purpose could be fulfilled in finance, she went all in. She was an administrative assistant for two years before she transitioned to an office manager. In her fourth year with my office, she became a financial advisor and in year five became a partner.

Amy’s strategy focuses on building relationships

Every client we work with is inherently valuable. We value the relationship above the money. We place the relationships first in our interaction with clients. We serve our clients. Money is the means to an end, not an end. If someone only cares about making money, Amy doesn’t believe she’d be a good fit.

If money is a part of attaining your goals, you’ve found a great partner in Amy. She’s relationship-focused, which leads to a multitude of successes often not talked about in the industry.

Amy strives to get to know her clients. She wants to learn about their life, families, goals, and even fears. Her goal is to bring value to the whole person by providing confidence about your financial plan.

We’re getting referrals, meeting new people, and helping people prioritize their goals. It’s because we’ve built valued relationships.

Amy LeNoble is a Registered Rep with securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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CONNECT WITH AMY LENOBLE

Capital Investment Advisers: http://www.ciadvisers.com/
Connect on LinkedIn: https://www.linkedin.com/in/amy-lenoble-4785ba119/

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CONNECT WITH EMERSON:

Website: www.CIAdvisers.com