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Help Your Own Practice By Educating Others

By Crucial Clips     May 10, 2017
The following text is a transcript of a portion of a speaker's presentation made at an industry conference or during an interview. This transcript solely represents the view of the individual who spoke, and not the view of Financial Advisor IQ or any other group.
Source: FA-IQ, Mar. 31, 2017 

RITA RAAGAS DE RAMOS, SPECIAL PROJECTS MANAGER, FINANCIAL ADVISOR IQ: Hello, I’m Rita Raagas De Ramos from Financial Advisor IQ. And with me today is Deborah Stavis, CEO and founding partner of Stavis & Cohen Financial.

Deborah, you’ve been a financial advisor since 1981 and you’ve been teaching a course, a continuing education course in Rice University that deals with investments, retirement and estate planning since 1984. I’m just very curious, because I’m pretty sure that you have your hands full as an advisor and running your business, so why have you persisted with this class all these years?

DEBORAH STAVIS, CEO, STAVIS & COHEN FINANCIAL: Rita, thank you, it’s a pleasure to be here today. And I have enjoyed financial services, but especially teaching at Rice for the long time, because it gives us an opportunity to really look at financial planning holistically. It’s a seven-week course, so we can run very wide and we can run deep. And it gives people an opportunity who take the class to be able to visualize improved retirement plans, the ability to see how they can better fund college education, pay off student loans. You know, the seven weeks gives us an in-depth opportunity.

It also helps Stavis & Cohen let people know who we are, what our approach is and give back to the community in which we prosper.


Do many of the students become your clients or are some of them already your clients?


Well, actually, we have had a number of people through the years. And I think it happens because education’s a core value of ours. They see that we are more interested in educating and so it’s not uncommon for them to seek us out. And that’s always a pleasure, because we’ve kind of gotten to know them before they become clients.


And what do you think are the most interesting things that you learn from teaching this class?


Well, first of all, it keeps me on my toes. Teaching is the best way to stay abreast of the constant change in our industry. Whether it’s tax reform or DOL or what’s happening in the markets on a day-to-day basis, teaching is a way to kind of stay out in front. And I find it really valuable that way.


Thank you, Deborah.


Thanks, Rita.