www.wealthfromwisdomradio.com | 866-485-8505 You Haven’t Failed UNTIL You Quit Trying
RADIO To Grow and Thrive
July 2018
When we give cheerfully and accept gratefully, everyone is blessed.” –Maya Angelou like spending the workday with your siblings (that is, if you get along with your siblings!). But what makes the environment even better is how supportive everyone is. There is always someone ready to answer a question or help out in any way. When you foster that kind of environment, it’s reflected in the work we do with our clients. The best service comes through when you have a solid team working behind the scenes. Outside of the office, I live a very creative lifestyle. I knit, sew, and paint landscapes. I’ve even sold paintings. I’m the type of person who always needs something to do. I love to stay busy, and when I’m at home, you’ll find me working on all kinds of projects. also sewing a blouse and painting a beautiful, serene forest scene. When I get home from work today, there’s a good chance I’m going to get right back to it! And then, once these projects are done, I’m going to move on to the next. I can’t wait! At the moment, I’m knitting a sweater, which is about halfway complete. I’m
Bonnie Bailey Finds Her Calling
Before I joined the financial services world and Cornerstone Wealth Management Group, I was a full-time mom of two kids. Then, when my son was in high school, I decided it was time for something of a career change. My kids were growing up and I wanted to find something new to focus on day- to-day. But, at the time, I wasn’t sure what the “something new” would be. Around that time, I found myself at a meeting hosted by a financial advisor. He talked about his day, how he helped people with their finances, and how he was able to make a difference in his clients’ lives. That struck a chord with me. I went back to school to get my Bachelor of Science in Business Administration with a focus on financial planning.
Then, last year, I became a licensed Certified Financial Planner, or CFP. Since then, my role at Cornerstone has evolved. I used to work more with our clients, but today, I work more with our advisors. I help them grow and, ultimately, thrive. Part of what I do in working with advisors is deepen their understanding of their own clients’ financial well- being. I give them the tools and resources so they can, in turn, make solid recommendations to their clients and maximize their client-advisor relationship. On top of working primarily with advisors, much of what I do is with Carson Group Partners, a name you may have heard. The group is headed by Ron Carson, whose podcast, “Wealth From Wisdom,” is a regular feature of the Cornerstone newsletter.
When I joined Cornerstone two years ago, I came on as a financial planner.
I can’t say enough good things about Cornerstone — it’s been wonderful working here for the past couple of years. Scott Ford and the team have created an amazing culture here. It’s all one big family. The environment
Bonnie Bailey
is professional yet relaxed. It’s
–
www.CornerstoneWealthGroup.com | 1
Published by The Newsletter Pro . www.TheNewsletterPro.com
www.cornerstonewealthgroup.comMade with FlippingBook flipbook maker