“I think loyalty is another piece. I have a deep loyalty to my clients, as does my team to their clients. So, the idea that we're trying to do right by our clients as human beings – that's the most important thing; I think that also is in the military values as well.” – Lucila Williams
After turning down law school to become a financial professional, Lucila knew not becoming an attorney was the second most important decision she ever made. As for the most important decision – she credits a female mentor who took her under her wing and showed her the value of the independent space. Don’t miss this episode of Cambridge Stronger as Lucila shares how she manages her business and how she discovered a service need for her niche clientele. She also highlights how she discusses legacy planning with clients, and the importance of playing to her clients’ unique needs. As a Veteran who served as a Korean linguist for five years, Lucila walks listeners through her time in the Army and what ‘superpowers’ she learned and continues to leverage today.
Tune into Episode 196: Journey to Independence, as Lucila joins Cambridge CEO Amy Webber to discuss:
- Her transition to the independent space
- How she continues using skills she learned in the military
- The importance of mentorship
About Lucila Williams
As the founder of LOTUS Financial Partners, Lucila’s mission is to help clients live more secure, free, and meaningful lives. Lucila became an advisor in 2004 shortly after finishing her time in the Army as a Korean linguist. She was fortunate to have the GI Bill pay for both her college education and her CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. In 2012, after eight years as an advisor, Lucila went independent and founded LOTUS Financial Partners with her side-kick Colleen. Two years later, she met her husband, convinced him to quit his corporate job and join the team which has been growing ever since.
These days, Lucila splits her time between serving clients, running the practice, and industry consulting. She works with clients from a variety of backgrounds, but is passionate about doing planning for and with women. Growing up with a widowed mother showed Lucila that often planning for couples is ultimately planning for women. Lucila also received the Chartered Financial Consultant (ChFC®) designation and holds FINRA Series 6, 63, and 65 licenses.
https://www.lotusfinancialpartners.com/
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. LOTUS Financial Partners and Cambridge are not affiliated.
About Cambridge Stronger
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.
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