is a unique parable for financial advisors and those who aspire to become one.
When Benjamin, Reggie and Sophie meet at financial-advisor training at national wealth-management firm Tilden Prescott, they bring with them unique personalities and character traits, but with little practical knowledge of the field. But that begins to change as they are paired with more experienced mentors. What starts as different approaches to business development ultimately becomes different approaches to character development, with implications for their success and satisfaction as advisors.
Written in play form, lays out the fundamental tension between the desire to help people and the need to succeed financially, addressing these issues in fictional form. By embodying these issues in a story, those ideas, literally and literarily, take on a life of their own and lodge themselves in the reader’s heart.
Through a short investment of time and imagination, financial advisors can decide whether they prefer to receive their business advice from a Jacob Pelowitz or a Robert Stephenson, and whether their career trajectory should rocket like Reggie’s or be balanced like Benjamin’s.
Events reach a crescendo by the play’s end – in the sort of drama that every financial advisor will face in his or her career. Real-life drama of this kind presents a moment of truth: Have I achieved my goals? Have I achieved them at somebody else’s expense? Is this really the kind of career I want to have or the life I want to lead?
You'll get insight into the financial advisory profession in play form