We had the good fortune of connecting with Ari Taublieb and we’ve shared our conversation below.
Hi Ari, what do you attribute your success to?
I quit my job during a pandemic to take a job at a financial company that was a few years old because I believed in the vision. It didn’t seem like the wisest financial move, especially when there was a company telling me I’d be making numbers that I only believed were on checks in the movies. It was the best move of my life.
I’ll rewind a few years.
After graduating college, I got the fancy job in the suit in Beverly Hills that people said I’d love- they were wrong (but I also wasn’t right). The most important decision behind my overall happiness was not taking the advice of people I admired. Surely I was doing something wrong (or so I thought), since here are all these intelligent people who I deeply respect and I feel they care about me and yet I think they’re so wrong. How could this be? I was in college studying financial planning with the goal of helping people and I felt lost in a massive company who didn’t feel they knew if I was there or not. They weren’t wrong – they just didn’t know me. I didn’t know me. And so I took a job I didn’t know I’d hate because I didn’t know what I’d like.
I was in an elevator and there was another employee of the building I was in who I had seen in passing. I wouldn’t go as far as saying he was an “acquaintance”, but we’d seen each other a few times. He said “Can you believe it, we’re halfway there”. My first thought was “how could he know exactly what floor I was on?” since we only met in passing and there were many companies in the building. I was overthinking it. He meant “Can you believe it’s Wednesday and we’re halfway through the week?” When he said that, I was depressed for weeks. How could someone live their life thinking they’re halfway done with the week? I just couldn’t believe it. I smiled and nodded and probably said “huh, what do you know”, but I have no recollection since I was in shock.
I didn’t have enough confidence in myself to trust my gut, and that gut was telling me “You don’t belong here, you know it, but maybe this is what adult life is like”. I refused – and if it was adult life, then that’s even more depressing.
So, why do I feel I have become successful? I believe it’s because I’m naive and curious. I refused to believe a job that so many people would love to have, meant I had to stay in it. I had to find another way or I was going to go insane.
I got close with a coworker who worked in HR and he told me, “Do you know how we screen for new employees?” and of course I had no idea. He said “we take the stack of applications and we split them in half. Then, we take one 1/2 and put them in a file where we evaluate if they’d be a good fit. We take the other half and we throw shred them. We don’t like unlucky people”. Not only did this blow my mind, but it was sad. There are people all over the country (the world, really) working as hard as possible for an opportunity to work in these big corporate settings, and this is the reality – it’s not fair.
Fast forward to today, now I have a financial partner and a true mentor, who along with a few other advisors manage over $150 million dollars. More importantly than the money, I’ve never been happier. So, what’s that worth? To me, it’s worth all the money (and I’m a financial planner)!
Alright, so for those in our community who might not be familiar with your business, can you tell us more?
I’m most proud of the fact I left the corporate financial industry with guarantees of fancy compensation packages and perks, to join a smaller firm where I can make a significant impact in helping people worry less about money so they can focus on what’s most important to them.
It was so hard. So hard that it took a pandemic to do before I quit.
I get to work at a company that is doing what I wanted my whole life, I just didn’t know it. I get to talk to people about their dreams, fears, and how we can best position them to achieve their goals, whatever it may be.
I never liked being taken advantage of. I know nobody does, but I REALLY didn’t like it. I went to get my car fixed in high school and I remember being quoted $1,600 to fix something that seemed like it should be a whole lot less. Well, I was right, but more importantly, I felt taken advantage of.
I wanted to make sure my family and friends (and now, clients) never get taken advantage of and unfortunately, it happens too often in the financial services industry.
I want people to know that you should switch your job no matter what, if you found something you’ll enjoy more. I know that sounds so simple. I had the fancy job with the promised compensation beyond what I had imagined. I had studied for prestigious investment exams that took years, and I threw it all away because I didn’t enjoy it. Others loved it, and good for them. I wanted more responsibility and the ability to help clients do something awesome – like not worry about money because they know they’ve got a plan.
Any places to eat or things to do that you can share with our readers? If they have a friend visiting town, what are some spots they could take them to?
My favorite question that my partner and I go back and forth on all the time. Here we go:
1 – We’re going to the best food which is:
Sonoritas – (Mexican)
Jon & Vinny’s – (Italian)
and my girlfriend and I have a #1 Choice – (Howlin’ Rays)
We’re going to walk around Santa Monica and have lunch at Blue Plate Taco so they can see the ocean and eat tacos. Need I say more?
We’re going to a secret hiking spot that won’t be so secret after this article comes out (Paseo Miramar – don’t bring too many people or spread the word)!
We’re going to go to the Getty (my girlfriend introduced me and it’s stunning).
Shoutout is all about shouting out others who you feel deserve additional recognition and exposure. Who would you like to shoutout?
James Conole is the founder of the company I work at, Root Financial Partners, and my mentor. He reframed the way I view life, not money. We are financial planners and our goal is to help clients maximize their return on life (money is simply the tool we use to do it).
I’m 25 and I live at home with my family, just because it’s fun. I’d rather stay in and laugh, smile, eat dinner and watch a movie with them any day over anything (and my girlfriend/best friend/star teacher, Alice, has to be there).
Other: Podcast: https://lnk.to/earlyretirement
Certified. Ari Taublieb – I own all images.