Strategic View Advisors
L to R above: Back row: Rhodes Wall, Shanelle Sua, Kennia Litteral, Carol Bates, Alessandra Di Monda, Matt Mac
Front row: Jeff Hennings, Chris Hall, Steve Evensen, Ed Moyzes, Mollie Kaiser
Strategic View Advisors is a financial planning team led by CEO Edward Moyzes, operating under the umbrella of the Northwestern Mutual Private Client Group. Northwestern Mutual has been in business for the past 163 years. Edward earned a bachelor’s and master’s degree in accounting and worked as an accountant before transitioning to financial planning almost 20 years ago. He maintains the Chartered Life Underwriter® and Retirement Income Certified Professional® designations, as well as the CERTIFIED FINANCIAL PLANNER™ certification.
What fulfills you most about your career?
“The successes of my clients and our team members. Whether it’s a client enjoying retirement, sending their kids off to college, buying a second home or celebrating the birth of their first grandchild, we’re privileged to be able to help them align their wealth to their values. Similarly, watching our team members learn and grow in their careers brings incredible satisfaction.”
In what ways is your industry changing with the times?
“In the past, the industry marketed itself as being the gatekeeper to information. The selling point was that if you tried to do it on your own, you couldn’t find the data you needed. With the internet, information is ubiquitous, so the best advising teams are providing value by being able to simply but effectively communicate complex information, allowing clients to take informed action towards their goals.”
What skills are necessary to achieve success in your industry?
“Empathy and technical acumen. An advisor can have every credential on earth, but if they don’t care to understand your desires and the ‘why’ behind them, it is extremely unlikely they will be able to help you achieve them. Similarly, all the niceness in the world will get you nowhere if it isn’t backed with deep financial planning knowledge.”
How do you help clients avoid making rash decisions?
“When a client first comes to us, we spend time building a financial plan and educating them on how markets work and what they should expect as investors. If we wait until equities are in a freefall to tell clients about market risk, it’s too late. As a result, we’re proud to say that none of our clients panicked out of the portfolios we were managing for them during the 2020 downturn.”
How do you find new clients?
“From existing clients! We pride ourselves on doing such good work that our clients introduce us to their friends, family and colleagues. While we also meet new people through other professionals, most of our new clients come from introductions from existing clients.”
What is your #1 piece of advice during this time of uncertainty?
“All times are uncertain, and your plan—along with the investments you use to support that plan—should account for that uncertainty. Amid COVID-19 things seem particularly uncertain, but are they really any more uncertain than in January 2020 when things seemed fine? The reality is that we never know what is coming next, which is why we are careful to emphasize the importance of planning. A good plan backed by a caring, knowledgeable team can help you navigate the uncertainty rather than letting the inevitable crises knock you off course.”
How do you cope with highly stressful situations in your work?
“We built a team. Too many people in this field are out there trying to do this on their own, but it gets lonely and tiring. No matter how much stress we might encounter, we know we’re not alone. There are always people who care for us and are willing to support us when the going gets rough.”
What are consumers failing to ask of their financial advisors?
“What is your succession plan? Any advisor telling you they will always be there for you is making a statement they likely don’t intend to stand by and certainly can’t promise. Ask your advisor how your planning will be handled when they retire or if they pass away suddenly. If they don’t have an answer, start looking for a replacement now because you’re going to have to sooner or later.”
Disclaimer: Edward Moyzes, Christopher Hall, Carol Bates, Steven Evensen, Mollie Kaiser and Shanelle Sua use Strategic View Advisors as a marketing name for doing business as representatives of Northwestern Mutual Wealth Management Company® (NMWMC) and Northwestern Mutual Investment Services, LLC (NMIS). Strategic View Advisors is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank.
Edward Moyzes, Christopher Hall, Carol Bates, Steven Evensen, Mollie Kaiser and Shanelle Sua provide investment advisory services as Advisors of NMWMC, a subsidiary of The Northwestern Mutual Life Insurance Company, located in Milwaukee, WI (NM) and a federal savings bank, and provide investment brokerage services as Registered Representatives of NMIS, a subsidiary of NM and a registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org).
Northwestern Mutual Private Client Group is a select group of Northwestern Mutual advisors and representatives. Northwestern Mutual Private Client Group is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank or other legal entity.