The financial planners at TrustCore have different backgrounds and their own approach to working with clients. However, they do have one characteristic in common — they are good at helping people.

At TrustCore we know talent when we see it.

When we recruit young professionals we look at attitude and personality. We can teach them the technical side of planning, but they first need the desire to help people and offer exceptional client service. Our young professionals come to TrustCore with the right attitude to make great financial planners; they just need to fine-tune the process and delivery. We take them through our planning department to develop their technical knowledge, learn the process from seasoned planners and get comfortable working with clients.

We asked three of our financial planners, who went through this department to share their experiences. This is what they said.

Cliff Taylor
Financial Planner
(615) 369-1421
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“Going through the planning department allowed me to get my feet wet before jumping in as a full-fledged financial planner. For me it was like a mentoring program. I was able to observe the unique styles of different planners and take advice from each of them to develop my own style. After leaving the planning department, I continued my mentoring program by joining the practice of Bob Sinclair, ChFC. Bob and I work together as financial planners, which benefits everyone involved. As a team we are able to add increasing value to our clients using Bob’s Strategic Wealth Journey Process. This arrangement has allowed me to gain experience and increase my knowledge by working with a senior planner and his clients. I am grateful to TrustCore for creating this process and career path. It has given me the training and confidence to be successful in my career.”

Kemp Maxwell
Financial Planner
(615) 369-1439
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“Spending a couple of years in TrustCore’s planning department helped me ease into becoming a financial planner. Typically, I spent part of my week training, earning my certifications and assisting TrustCore’s financial planners with client service and materials preparation. I spent the rest of the week building my own practice. Many of the financial planners at TrustCore have specialties in investment strategies or estate planning. By working with all of them, I received a broad range of experience I could not have gotten elsewhere. Working in TrustCore’s planning department helped me develop the knowledge and confidence I needed to be successful in my own practice.”

Mark Richards
Financial Planner
(615) 369-1420
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“While working in TrustCore’s planning department I learned the ins and outs of financial planning. Working with seasoned planners and their established clients gave me experience in assisting people in every stage of the financial life cycle. While working in the planning department, I also was able to complete the Personal Financial Planning (PFP) program at Belmont University. TrustCore allowed me to gain both the academic knowledge and practical experience to be successful in my career. Today, I run a joint financial planning practice at TrustCore with my mother, Barbara Richards. Having different backgrounds and experience we are able to provide our clients with a comprehensive approach to financial planning, and our clients enjoy the extra attention they receive from working with two planners.”