On this episode of the Growing with Purpose podcast, host Paul Spiegelman speaks with Lauren Adams, Partner and the Director of Operations at the Center for Financial Planning, a privately held wealth management firm.

Lauren has always had a strong work ethic that combines with a passion for working towards a greater good. Even as she pursued education, and then a career in financials, she wasn’t interested in the large public firms and the Wall Street culture. Rather, she focused on finding a work environment that fit her mission of working towards a greater purpose. And in the two companies she’s worked for since graduating - Morningstar and the Center for Financial Planning - she’s found just that. 

Tune in to this episode where Lauren and Paul discuss why Lauren shifted from being a stock analyst to a personal financial planner, and how the Center for Financial Planning is unique in its industry. Also hear what helped Lauren to get through the early days of the pandemic - all while she was creating new company policies, going through the Small Giants Leadership Academy, and raising a newborn. 

Show Notes: 

• “The fact that we’re an independent wealth management company these days is unique and special.”

•  “Be more concerned about finding the right company rather than the perfect role.”

• “This philosophy of the Small Giants Community put words and a framework around something that I wasn’t able to before, but felt so right to me.”

Book that Inspired Lauren:
Small Giants: Companies That Choose to be Great Instead of Big by Bo Burlingham

Listen to Lauren’s story below: