During his time in the U.S. Marine Corps, Capt. Wayne Mai discovered a passion for helping people become financially secure. Mai, who was deployed to Japan, Iraq and Afghanistan during his years of service, chose Boots in Business as a way to learn the pros and cons of a career in financial planning and advising and to see if this was a career he would want to pursue after leaving the service.
Mai spent three days with Cliff Weise, Catherine Magana, and Steve Wolff of WWM Financial. Wayne spent his time with WWM discussing the obstacles newcomers to the business will encounter and also observed the day-to-day operations of a financial planning and advising company.
Wayne also spent a day with Matt Leonard and Edward Jones Investments. They discussed peer interactions and how they execute their business model. During the meeting, Wayne learned of the Edward Jones Financial Advisor Program, where he is currently studying for his securities license.
A lot was achieved with Wayne's mentoring assignment. He was able to verify his career direction, learned what he didn't want to do, and confirmed he was on the correct path to achieving his career goals.
"This program confirmed my decisions, and because of that I have a primary plan, and am able to better focus my efforts while still conducting contingency planning," said Mai
"The assignment was definitely value added. I was able to make a positive decision, based on the openness and honesty of everyone I met." Mai added, "This program was so positive, there was nothing I disliked."
Mai spent three days with Cliff Weise, Catherine Magana, and Steve Wolff of WWM Financial. Wayne spent his time with WWM discussing the obstacles newcomers to the business will encounter and also observed the day-to-day operations of a financial planning and advising company.
Wayne also spent a day with Matt Leonard and Edward Jones Investments. They discussed peer interactions and how they execute their business model. During the meeting, Wayne learned of the Edward Jones Financial Advisor Program, where he is currently studying for his securities license.
A lot was achieved with Wayne's mentoring assignment. He was able to verify his career direction, learned what he didn't want to do, and confirmed he was on the correct path to achieving his career goals.
"This program confirmed my decisions, and because of that I have a primary plan, and am able to better focus my efforts while still conducting contingency planning," said Mai
"The assignment was definitely value added. I was able to make a positive decision, based on the openness and honesty of everyone I met." Mai added, "This program was so positive, there was nothing I disliked."