Episode #48 – The Power of Defining a Niche

Northern VA Advice Givers | Interviewing Northern VA's Brightest Minds | Ryan Sloper

Summary:

Pamela Jackson Sams combined her talent for advice giving with her knowledge of finance to start her own financial planning business called Jackson Sams Wealth Strategies. She works primarily with single women ages 45 to 65 to help them feel comfortable with their finances and reach their short and long term goals. She stands strong in her moral beliefs and life principles, which draws people to her and has paved her way to success. Pam discusses the problematic lack of education in finance, the best ways to invest in the market, and how to plan realistically and effectively for the future.

The Rundown:

• Introduction to Pamela Jackson Sams.
• The JSWS origin story.
• What makes JSWS stand out from the rest.
• Principles in work, life, and finances.
• Inside look at financial planning.
• On the horizon.

Time-Stamped Show Notes:

[00:57] Introduction to Jackson Sams Wealth Strategies.
[01:40] Pam’s background.
[03:23] How the business came to be.
[04:30] Getting to know clients.
[05:51] Pam’s values and beliefs.
[07:49] Finding a financial adviser that’s a good fit.
[09:38] Inside look at the initial conversation.
[11:54] Plan execution and maintenance.
[15:20] Building a strong market portfolio.
[19:20] The most rewarding part of Pam’s job.
[20:41] Planning with realistic expectations.
[22:57] Lack of financial education.
[24:52] On the horizon.
[26:25] Reaching out.

Disclaimer: Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., a SEC Registered Investment Advisory Firm, Pamela Sams, Investment Advisor Representative. Jackson Sams Wealth Strategies, Securities America, Inc. and all other entities named are separate entities.