Why I chose independence over Morgan Stanley and transitioned my practice to a virtual setting

Navigating the World of Finance: From Hardship to Independence

Title: From Financial Tragedy to Financial Triumph: The Journey of Aaron Cirksena

Introduction:
At the age of 18, Aaron Cirksena witnessed his parents’ retirement dreams shatter due to bad financial advice. This experience inspired him to pursue a career in finance, ultimately leading him to found MDRN Capital. In this blog post, we will delve into Aaron’s journey from adversity to success in the financial services industry.

Hard-won growth at Morgan Stanley:
Aaron’s career began at Morgan Stanley, where he faced the challenge of building his client base from scratch. He quickly learned about the limitations of working for a large firm, where decisions were often influenced by shareholder interests rather than client needs. This experience motivated Aaron to seek opportunities where he could provide unbiased and personalized financial advice to his clients.

Going the independent route:
Transitioning to an independent firm allowed Aaron to make decisions based on what was best for his clients, rather than being constrained by the biases of a larger organization. He gained valuable insights into operating a business and honed his expertise in various investment options, preparing him for the next phase of his career.

Launching a virtual RIA:
The COVID-19 pandemic prompted Aaron to rethink the traditional model of client meetings and embrace virtual interactions. Recognizing the benefits of virtual meetings for both clients and his firm, Aaron launched MDRN Capital as a completely virtual firm. This innovative approach not only provided convenience for clients but also allowed for cost savings that could be passed on to them.

Conclusion:
Aaron Cirksena’s journey in the financial services industry has been shaped by his commitment to providing exceptional service and alleviating clients’ financial anxieties. From his parents’ financial tragedy to the founding of MDRN Capital, Aaron’s story is a testament to resilience, innovation, and a dedication to helping others achieve their retirement goals.

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