Why I Joined Farm Bureau: Wealth Management Advisor Ann Frigon Finds Community at Farm Bureau
October 13, 2020
The entrepreneurial spirit is in Ann Frigon’s blood.
Growing up in Kalvesta, Kansas, Ann spent her days either at her family’s farm or the businesses they owned — a Mobile gas station, a John Deere dealership and the community’s go-to café.
“I didn’t realize it at the time, but I learned how to run a business at my grandmother’s café years ago,” she says.
The Farm Bureau Wealth Management Advisor now has 24 years in the financial business under her belt. And, since she joined Farm Bureau Wealth Management in 2019, she’s found that same sense of community she experienced during her childhood.
Why did you join Farm Bureau Wealth Management?
I became an employee after working on my own for all these years. It’s a great way to get into the business without having to pay all those expenses, like healthcare coverage, yourself.
And that aspect was certainly attractive, but for me it was more about the team approach and the opportunity to help so many clients. As Wealth Management Advisors, we work with all Farm Bureau agents. Instead of having to go find clients, we can help the clients that already exist in the Farm Bureau system with a built-in referral model. It’s good for the agents; it’s good for the Wealth Management Advisors. It’s a way to reach more people as a team.
What have you learned along the way?
I’ve learned that people need sound financial advice, and that they look to an advisor they trust and a company they trust, like Farm Bureau Wealth Management, for that sound advice.
What's your favorite part of the job?
Providing financial solutions for my clients and helping their money last through retirement. I also enjoy meeting the individuals the local agents introduce me to and providing a second set of eyes on their investments. Your clients really become family; you’re with them through thick and thin. It’s a fun one-on-one approach that works!
What's different about Farm Bureau Wealth Management?
I feel that Farm Bureau Wealth Management offers a wider variety of investment options for my clients, as well as lower fees, easy-to-read statements and what I feel is an all-around better client experience.
We also prioritize looking at our clients’ risk level to see if they’re taking more risk on than they need to. We take them through the MoneyGuidePro financial planning service to make sure their money lasts as long as they need it. We just have a lot to offer our clients.
Any advice for new Wealth Management Advisors?
It all takes time, but this Farm Bureau model is working, and I’m glad I made the change. It’s nice to be at a firm where my opinion matters.
For example, we’re currently working with the other Wealth Management Advisors in the Farm Bureau system to build out what we need. Farm Bureau puts us in charge to develop investment models and systems — they really listen to us to make sure advisors are getting exactly what they need.
Where do you see yourself in 5 or 10 years?
I’ll be helping my clients to and through retirement. There will always be changes in the investment world, but I’m confident Farm Bureau Wealth Management will be there helping advisors like me serve our clients.
Make the Move to Farm Bureau
If you’re looking for the support and resources you need to grow your wealth management business, talk to a Farm Bureau regional manager to find out how Farm Bureau can help.