Community Connection

Community Connection

A subject that I am passionate about studying further is business, that is why I decided to contact someone who works in business. The person I connected with and interviewed was Sahra Tzilios, a certified financial planner at IG Wealth Management. This interview really connected with me because I really enjoy the subject of business. I believe that it is a good subject to study since it is very useful in life and because it opens up many job opportunities in the future, for a healthy and lengthy career. This interview really helped me get a grasp on the world of business. It taught me what to expect in business, who I might work with, and what to do in order to achieve a career in business.

Here the questions I asked during the interview.

  1. Why are you passionate about your job?

I am passionate about my job because I get to help people reach their financial goals. It’s very rewarding to help someone protect their family and their retirement plan.

  1. What obstacles have you faced to get where you are today?

I work with a team of individuals who are crucial to my practice’s operations. It took me a while to build a solid team and I had to replace my executive assistant last year.

 

  1. What advice would you pass on to someone interested in what you are doing?

I would say that it’s very important to continue your education after high school. A degree in business finance or business accounting is essential to understanding the fundamentals of management and finance. After that, the CFP program is highest professional program which really teaches you how to build and manage strong financial plans for your clients. Besides education, one of the most important things to build your own financial planning practice is building a strong network. I would tell the interested person to make sure that they connect well with people who are in their network and to really take care of their relationships. The key to building a reliable and growing clientele is relationship management and social networking.

  1. Would you be open to further contact from Riverside students and if so, how can someone contact you? (You definitely don’t have to say yes).

Yes sure. By email is best. (sahra.kho@gmail.com)

  1. What’s the best part of your job in your opinion?

The best part of my job is that I manage a team of 8 junior planners who I coach and mentor. I help them build strong connections and plans for their clients.

 

  1. If you could change anything about your job what would it be?

My industry is very male dominated, and if I could balance it out I would. I hope that in the future, more women are attracted to being a CFP because I believe that high emotional intelligence is a large part of my success today.

 

In conclusion, this interview helped me gather information on the subject that I am passionate about, business. Thanks to Sahra Tzilios and her great information regarding her job as a financial planner I was able to get a greater understanding of how the business world works. With all this great information will be able to study this subject further and possibly volunteer or get a job that involves these aspects.