LOGAN GOODARD CHIEF OF STAFF, FINANCIAL ADVISOR STAFF SPOTLIGHT:
in-person financial planning meetings with some of them. I reserve the last hour of my day for prep and personal growth. WHAT WAS YOUR CAREER PATH LIKE BEFORE YOU STARTED WORKING HERE? I studied sociology at Kent State. I then landed a position as an executive assistant to a CEO of a prescription weight loss company where I learned about business operations and executive leadership. After that, I set off on my own journey in cosmetic sales management and continued that career for almost five years before landing my position here. Since I started in July of 2024, I’ve developed skills in financial advising and earned my Ohio
Health and Life Insurance license. Currently, I’m preparing for my Series 65 exam.
WHAT MOTIVATES YOU TO COME TO WORK EVERY DAY? My motivation boils down to three things. First, I am very devoted to my faith in God. My beliefs keep me grounded and inspire me in all aspects of my life, personally and professionally. I’m also very motivated by our clients, who are always our top priority. Lastly, I’m very motivated by my teammates here at Advocate Wealth Solutions. Everyone who works here is very devoted to their work, and I take my leadership role very seriously. It is a privilege to lead a team that shares the same enthusiasm for achieving our goals.
WHAT DOES YOUR TYPICAL WORKDAY LOOK LIKE?
My typical workday is anything but typical. I start my day by sorting though emails and creating a list of the day’s priorities. After that, I may have an early meeting with the CEO about our goals and timelines for said goals. After morning meetings, I dive into my work by connecting with team members and gathering updates on any needed information. Throughout the day, I communicate with clients and may have
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EPISODE 37: “Estate Planning Essentials: Learn About the Latest Changes in Buy-Sell Agreements With David Foster” EPISODE 36: “Take Control of Your Time: Don’t Let Time Control You” EPISODE 35: “How Attorneys Can Build Stronger Client Relationships and Enhance Their Practice With Ari Galper”
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