Building Team Spirit & Relationships In The Workplace with Amy Wiseman (Ep. 10)

Personal interests and passions influence our career paths and relationships a lot more than we think (especially in the financial services industry!)

Would you agree?

This episode of The Wealth Dock Podcast introduces Amy Wiseman, the new administrative assistant at Sable Point Wealth Management. Amy unpacks her journey from Indiana to Kentucky, her academic interest in psychology, and her entry into the financial industry.

She also highlights her commitment to client service and her enjoyment of building relationships.

So, tune in as Amy reveals some personal anecdotes about her son, her cats, and her hobbies, giving listeners a peek into her life outside of work!

Talking points include:

• The power of passion and adaptability — Amy’s story of changing her career path from psychology to finance
• The process of getting to know the people behind your portfolio
• The dynamics of working in finance (more than just crunching numbers!)
• The value of personal connection and team spirit in the financial services industry
• And more!

Resources:

• Meet the Team at Sable Point Wealth Management

Connect with Mike Heckman:

• LinkedIn: Mike Heckman MS, CFP®, CEPA®
• [e-mail]
• Sable Point Wealth Management
• [phone]

Connect with Amy Wiseman:

• Linkedin: Amy Wiseman