Our Thoughts

Laurie Belew Named to Investment Advisor’s 25 Most Influential People

“The New Influencers,” Investment Advisor’s 14th annual list of the most influential financial advisors in the industry just hit the stands, and no surprise, FJY partner and COO Laurie Belew made the cut. Honorees are selected for the impact they have had and will continue to have on investing, practice management, technology, and the regulatory universe, as they help to move the profession into the future. Jamie Green, editor-in-chief of Investment Advisor, elaborates, “In every organization, in every industry there are influential people who nevertheless fly under the radar. This year, we seek to honor those individuals who may not have a CEO or chairman’s title, but who know advisors well and quietly and effectively provide advisors with the tools and insights they need to grow and compete.”
Laurie was specifically singled out for her role as an advocate and educator for younger planners just entering the profession. A frequent mentor for novice advisors within our firm, Laurie was instrumental in developing FJY’s internship program (she even co-authored a white paper about it) and is a strong proponent of FJY’s team-centric approach to advising which puts young associates in front of clients rather than in the back office crunching numbers.
As current Chair and 2015 President, Laurie is also a prominent figure within the Financial Planning Association NexGen community – a group dedicated to providing resources, mentorship, and support for financial advisors 36 and under. And it’s not just young professionals she’s looking out for. Laurie is in favor of introducing financial literacy programs at the high school level to help introduce the next “next generation” to the career path in their formative years. As she puts it, “People want to be a doctor because they have an experience with their doctor. It’s not like a junior high student is going to meet with a financial advisor.”
Laurie was previously included on Investment Advisor’s 2015 “Five to Watch” list.