Financial PlanningKeys to Advancing Your Career

December 23, 2021by Bailey Wealth Services

There’s a famous book, later turned into a play and then film: how to succeed in business without really trying.

In it, the main character gets ahead without really trying—for instance, by showing up for work before everyone else in the same clothes he wore the prior day, pretending to be asleep when his boss arrives. It gave the appearance that he was a relentless worker, and he continued to climb the proverbial corporate ladder.

Of course, there are endless get-rich-quick schemes for enjoying similar success, but typically, the lazy and uninspired workers are eventually revealed for who and what they are.

There are few shortcuts for achieving durable success in advancing your career.

It requires hard work, perseverance (and a little luck never hurt). Below, we offer recommendations for how to get ahead in your career.

 

  • Establish clear goals: Success is not left to chance. By developing clearly defined goals and a plan to achieve them, you proactively determine a path and means to get there. As part of your plan, set a timeline for achieving career milestones—for instance, the number of years to be promoted to vice president or earn a certain salary.

 

  • Write it in (erasable) ink: Once you establish your goals, write them down and keep your list in a prominent place where you can reference it often. However, don’t be afraid to revise your plan over time. The key is to have clear goals that you can visualize and that help motivate you.

 

  • Be assertive: You are your best advocate. As such, don’t be afraid to speak about your career goals at work, making sure that you do so respectfully and professionally. Ask for more responsibility if you don’t feel you’re getting a fair chance, or see about taking on more work if your load is too light. Those requests can go a long way in having your supervisor reassess your capabilities and qualifications.

 

  • Network for success: With the proliferation of social media, it’s never been easier to network with peers and colleagues. Consider posting regularly on LinkedIn, for instance, and follow others in your line of work, liking their posts. The virtual interactions have
    a cumulative effect in building awareness for your brand—you—and keeping your name top-of-mind when there are work opportunities.
    Don’t limit yourself to social media. If you’re in a physical office, seek out seminars and conferences, mingling with participants to broaden your network of connections.

 

  •  Get a mentor: Having a mentor with relevant experience in your field can help in your career advancement. A helpful mentor will provide you with valuable advice as well as connect you with others in their network. That mentor might be a university professor or someone higher up in your company. Be respectful when working with your mentor and express gratitude for their support.

 

  • Continuing education: Taking continuing education classes is a great way to learn new skills and gain the necessary background to gain responsibility in the workplace. You can find opportunities in industry associations as well as local community colleges.

 

  • Dress for success: While most workplaces today may lean towards business casual, it helps to look professional and neat when coming to work or attending networking events. This doesn’t mean wearing a tie when none is required; rather, it means making sure everything is clean and presentable. (For example, if you like your morning jog, make sure you shower before arriving at work.)

 

  • Volunteer to move: If an opening becomes available in your company, consider volunteering to help other teams. This is a great way to show that you’re a team player and eager to accept new challenges. Additionally, by working in different areas of a company, you gain well-rounded experiences that can further your career, whether with your existing company or future ones.

 

  • Marry into the boss’s family: OK, we’re kidding. But it wouldn’t hurt (as long as you stay married).

 

By adopting these and other actions and behaviors, you can have a positive impact on your career and prospects for success.

 

 

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. This material was prepared by LPL Financial. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL Financial affiliate, please note LPL Financial makes no representation with respect to such entity.

Not Bank/Credit Union Guaranteed | Not Bank/Credit Union Deposits or Obligations | May Lose Value | Not Insured by FDIC/NCUA or Any Other Government Agency.

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Copyright © Bailey Wealth Services 2021

Holly Farrar

Client Services Associate

As director of First Impressions, I strive to make sure our clients have a comfortable and meaningful experience while providing remarkable customer service at the highest standards. I enjoy going to local Everett events and festivities while spending time with friends and family. I love to read, especially dystopian novels.  I am involved in volunteering opportunities within the community including grocery shopping for homebound people, coffee trailer and first responder appreciation.

Education and Biography

Training

Holly Studied Business and Management at Sno-Isle Business and Management & Everett Community College. She has over 20 years of customer service and administrative experience.

Specialisms

Holly’s focus is to create meaningful connections between our clients and our office. She schedules appointments, answers calls, processes transactions, preparing paperwork to maintain accounts as well as opening new accounts, and transfers.

Albert Ballesteros

With over 25 years of customer service working in the Financial Industry and the State of Washington, Albert is a welcome addition to the service team. He helps with opening new accounts and servicing current accounts. You have probably received appointment reminders from him. He also works with the marketing team in planning monthly letters to clients, planning special events and creating the weekly newsletters.
In his spare time, he volunteers at Northshore Christian Church, having completed two mission trips to the Philippines and has a passion for singing. He enjoys playing and watching most sports but is especially an avid fan of the Everett Silvertips.

Education and Biography

TRAINING

Albert attended Honolulu Community College where he obtained his AA in Liberal Arts.

SPECIALISMS

Albert joined Bailey Wealth Services in 2022. His focus is to provide support to both prospective and existing customers with exceptional customer service. He is very personable and brings professionalism to his role.

Wes Burroughs

One of the things I enjoy most about what I do is educating clients on what is available to them as an investor. Our clients know where they’re at financially and where they are going because we make breaking down the complexities of a constantly changing world a top priority. Outside of work, I love spending time with my wife, Blyn, and playing with our daughter, Sophia. I also enjoy running and hosting game night with friends.

Education and Biography

TRAINING
Wes attended Liberty University where he obtained his BA in Philosophy.

SPECIALISMS
Wes joined Bailey Wealth Services in 2021. His focus is helping families maintain and grow the wealth they already have. Wes enjoys working with our valued clients to facilitate financial relationships by providing solutions, solving problems, and helping them manage their financial lives.

A. Sean Bailey, CFP®

My mission is to assist families as they strive to acquire, accumulate and retain wealth in a tax efficient manner so they may live in retirement with confidence and dignity. When I’m not engaged in professional activities, you can find me on a mountain top with my wife, Kim, and our two children, Eleanor and Oscar.

Education and Biography

TRAINING
Sean received his Bachelor’s Degree in Business Administration, Finance Concentration, from the University of Washington.

SPECIALISMS
Sean Bailey has been in the financial services industry for 30 years. He specializes in developing comprehensive financial, estate and retirement planning strategies for clients nearing and in retirement. Sean is a Registered Principal and Investment Advisor with LPL Financial. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner. Sean is also a member of the Financial Planning Association and Ed Slott’s Elite IRA Advisor Group.

Ed Slott’s Elite IRA Advisor Group is not affiliated with Bailey Wealth Services or LPL Financial.

Sonya Jones

I endeavor to provide excellent service to our clients and organizing processes and procedures to ensure our office runs smoothly. When not working, I enjoy spending time with my fiancé, Erik, and our two boys, Lukas and Archer along with our dog Pixie. I love cooking for them and experimenting with different recipes and techniques, including treats for Pixie. Our favorite family activity is taking road trips, especially to California to visit family and friends.

Education and Biography

TRAINING

 

Sonya received her BA in Art at California State University, Chico and has over 25 years of administrative and customer service experience in the financial services and accounting industries.

 

SPECIALISMS

 

Sonya’s focus is to help clients reach their financial goals by assisting them with their various transactions and paperwork to service and maintain their accounts. This includes opening new accounts and initiating transfers from and to financial institutions. Sonya is constantly looking for new ways to improve our processes to ensure we work efficiently and in a manner that creatives positive experiences for our clients.

Sonya Jones

I endeavor to provide excellent service to our clients and organizing processes and procedures to ensure our office runs smoothly. When not working, I enjoy spending time with my fiancé, Erik, and our two boys, Lukas and Archer along with our dog Pixie. I love cooking for them and experimenting with different recipes and techniques, including treats for Pixie. Our favorite family activity is taking road trips, especially to California to visit family and friends.

Education and Biography

TRAINING
Sonya received her BA in Art at California State University, Chico and has over 25 years of administrative and customer service experience in the financial services and accounting industries.

SPECIALISMS
Sonya’s focus is to help clients reach their financial goals by assisting them with their various transactions and paperwork to service and maintain their accounts. This includes opening new accounts and initiating transfers from and to financial institutions. Sonya is constantly looking for new ways to improve our processes to ensure we work efficiently and in a manner that creatives positive experiences for our clients.