Find your niche: whatever practice type you choose in financial services, you should enjoy it. People often conclude that they will enjoy what they do once they become successful. In my experience you are more likely to become successful when you enjoy what you do. The best part is, if you love what you do, it doesn’t feel like work. If you don't love it, change it: Too often people search for a practice type that they think will make them the most financially successful. They do this without … [Read more...]
About the Author
Brad Elman, CLU, CLTC, started his financial services career after graduating from the University of California at Berkeley. Brad’s life insurance practice focuses on business and estate planning. In 2013, Brad founded Special Needs Life Insurance Solutions, LLC, dedicated to helping families of children with developmental disabilities plan for their financial security (lifeinsurancespecialneeds.com). Brad is a 24-year MDRT member with 14 Court and 1 Top of the Table Qualifications.
Brad is an active volunteer in the community spending the bulk of his time supporting causes serving children and adults with special needs. Brad is enjoying his 15th season as coach of the Challenger Little League team in Palo Alto, is a co-founder and former coach of the VIP Soccer team in Palo Alto, and is on the Philanthropy Advisors Council for the Palo Alto Medical Foundation.