Accomplishments

On April 29, 2011 I performed a job shadow at Sierchio Financial Group in Lansdale, PA. My mentor for the day was the founder of the business Dan Sierchio, who is also a financial adviser. While I was there, I noticed many things about how the people conducted themselves, as well as receiving a lot of information about what financial advisers do daily. One thing that I saw was a call to the IRS, which was all about helping a client with their own financial issues. I also was able to take part in a business meeting for the company, where everyone basically reviewed what had happened during tax season as well as discussing things that can be improved for the next year. For most of the day, however, I read over statistics that occur in business as well as receiving some very good financial information from both my mentor and the other people that work there. The information I received will help me be financially successful in the future, as these are professionals who have seen their clients take their advice many a time and saw the benefits that they received. Another thing that I learned from this experience was that entering the business field takes a lot of patience, but if you have it, you will most likely be very successful in the future. The thing that I will probably take away from this experience the most is the appreciation of what it takes to work in financing, as these people deal with the pressure of giving people advice on what to do with their money ever day. On a whole, I believe that my job shadowing experience was very beneficial and will help me a lot in the future.