National Sales Director Howard, could you give us a brief introduction to your career path and what led you to join Primerica and establish Lashner Financial Group? I’ve always loved working with numbers. For some reason, there’s a place in my head where they just make sense. It seemed logical when I was younger that I would be an accountant. But I ultimately decided that path wasn’t for me. My grandfather suggested I meet with someone he knew—a Financial Professional with Primerica. Speaking with him let me know that I had found my calling. I also realized that my passion for numbers was only half the equation; the other half was my passion for helping people prepare for their financial future. Over the years, my business grew significantly, so I felt it was time to personally brand my business, so I established Lashner Financial Group. What is your overarching philosophy regarding investments and wealth management, and how do you impart this to your clients? My philosophy breaks down into three parts: Keep it simple; make it easy for clients to work with us; and communicate regularly with them. Here is how I implement my philosophy: In my years of helping clients as a financial professional, I learned the value of keeping it simple. This means never talking down to clients. Instead, present information in a clear, concise way. And take the time to make sure they understand what I am telling them. Using industry jargon—and there is a lot of jargon in our industry—tends to confuse and intimidate many clients. I have learned it’s important to “speak someone’s language”. What I mean by this is, if my client is a teacher, I’ll use examples from education that she can relate to; or, if she’s a realtor, I’ll tailor the information in ways that relate to her daily experiences. Most people, including myself, The individuals identified as Lashner Financial Group are affiliated with Primerica Inc., and offer products and services through Primerica subsidiaries, including PFS Investments Inc. Finance Monthly Global Awards 2024. USA 77
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