This week, Ana Trujillo Limon and Jamie Hopkins talk with Michael Lane, Head of iShares U.S. Wealth Advisory at BlackRock, about his journey to becoming a seasoned financial advisor, how the asset management industry has evolved, and why reputation is important to financial advisors.
You can find show notes and other information at CarsonGroup.com/Framework.
Financial services is a competitive industry, with lots of challenges. How can you capitalize on opportunities to stay on top of your game?
In today’s episode of the Framework, Jamie and Ana talk with Michael Lane, Head of iShares U.S. Wealth Advisory at BlackRock, about his journey to becoming a seasoned financial advisor, how the asset management industry has evolved, and why reputation is important to financial advisors.
Key Takeaways
- Michael’s first money memory.
- What he learned from working multiple jobs to fund his education.
- His journey to becoming the leader of a global asset management firm.
- The biggest transformation in the financial services industry.
- What career advice Michael can give to young planners.
“What I love about this evolution of our business to being more fiduciary-focused is it isn’t a choice. You have to do the right thing for the customer. You have to do the right things for the investor.” – Michael Lane
Links
- Michael Lane on LinkedIn
- AXA
- TIAA
- Aegon
- Equitable
- BlackRock
- Transamerica
- Mercer Advisors
- Scott Harrison
- Charity Water
- Dimensional Fund Advisors
- Lexington Griffin Gate Marriott Golf Resort & Spa
