Written by: Maya Keenan-Gallagher
The prevailing narrative surrounding the financial services industry often revolves around mistrust and skepticism. According to surveys conducted by reputable institutions, trust in the industry remains alarmingly low, with only a fraction of individuals expressing confidence in its integrity and reliability. I embarked on a journey six months ago, stepping into the realm of finance with a mix of trepidation and curiosity. The statistics loomed ominously – surveys consistently revealed that the financial sector ranked among the least trusted industries in our country.
Yet, within the walls of a boutique financial services firm, I discovered a profound truth that transcended these disheartening figures. Beyond the numbers and spreadsheets, I found a purpose-driven ethos centered on empowerment and liberation. Through a process rooted in action, we engage in deep conversations that transcend financial jargon, delving into the core values, desires, and aspirations that define each individual’s unique journey. I realized we didn’t just manage money; we facilitated the realization of dreams and the attainment of true freedoms for our clients.
At Twelve Points, I’ve witnessed firsthand the transformative power of financial services when approached with a genuine commitment to serving the client’s best interests. Contrary to popular perception, managing money constitutes only a fraction of what we do in the financial services industry. We are catalysts for change, enablers of dreams, and architects of freedom.
At our firm, the emphasis lies not on accumulating wealth for its own sake but on leveraging financial resources to empower individuals to lead fulfilling lives. We recognize that true wealth encompasses the freedom to pursue one’s passions, the security to weather life’s uncertainties, and the capacity to make a positive impact on the world.
Whether it’s starting a business, pursuing higher education, or embarking on a philanthropic endeavor, we provide the support, guidance, and resources necessary to turn dreams into reality. By helping align their financial resources with their deepest aspirations, our clients feel enabled to break free from the constraints of financial insecurity and embrace a future filled with possibility.
Through our actions, we seek to redefine the narrative surrounding the financial services industry, transforming it from a symbol of greed and corruption into a vehicle for empowerment and liberation. We believe that trust is not a mere commodity to be bought or sold; it’s a sacred bond forged through integrity, empathy, and a genuine desire to make a positive difference in the lives of others.
As I reflect on my first six months in the financial services industry, I’m struck by the profound impact it has had on my perspective. What began as a journey fraught with uncertainty and skepticism has evolved into a transformative odyssey fueled by purpose, passion, and a commitment to empower others.
As we continue on this journey, guided by our unwavering commitment to our clients’ best interests, I’m reminded of the words of Mahatma Gandhi: “The best way to find yourself is to lose yourself in the service of others.” In serving others, we find meaning, purpose, and a sense of fulfillment that transcends the bottom line. And in doing so, we redefine trust, one dream at a time.
