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Diversity, Equity & Inclusion Insights
June 12, 2024
Our speakers discussed how they were able to use skills learned in the military and apply them towards a successful transition to civilian life.
On June 6, the Center for Military and Veterans Affairs’ Military Resource Group Consortium hosted its first free hour-long webinar featuring panelists from various tribes in the financial services industry. The webinar began with each panelist describing their transition from the military into the industry and highlighting the opportunities and challenges they each experienced. They continued by discussing the educational opportunities they each took advantage of and how it has led to their success in the industry.
Each panelist delved into which hard and soft skills learned in the military they believe are most transferable to the industry. “In the military you learn how rules and regulations work and how to apply and live by them, but you also learn humility which will come when helping clients navigating life,” said Daniel Kopp of Wise Stewardship Financial Planning.
Matt Stephens of Willow Chute Financial also felt that the military provided him with valuable skills that he has transferred to financial services. “You learn how to ask pointed specific questions and network well, which strengthens your influence,” Stephens said.
Christopher Smiley stated his belief that the regimented environment prepared him for success in financial services as well, “In the military you are always used to having a manual that helps you build efficiency; you can build efficiency and discipline into financial practices.”
In total, the webinar had 57 registrants with many scholars from the Center for Military and Veterans Affairs and members from each consortium’s company resource group in attendance.
The consortium will be hosting its next webinar during the 2024 Military Summit.
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