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Winter ’21 Applies His Liberal Arts Background To Fintech

Nick Winter ’21 — This past summer, I have had the opportunity to test my liberal arts education in the world of sales. No, there is not a sales 101 on the Wabash curriculum. My Rhetoric Major, as well as a wide breadth of courses from Biology-101 to Accounting-202, helped me adapt and become successful in my internship this summer. It is a true testament to the fact that Wabash gives you the essential formula to understand and learn new topics on the fly.

Financial technology or fintech was not a subject that I had a deep understanding in un

Nick Winter ’21

til this summer. I went through the interview process and was hired as a Market Development Associate for Adorant Group in Chicago. Adorant Group is a fintech company that has developed a platform called MyMoneyRoadmap. This platform was created to help financial advisors prospect, interact, manage, and plan for their clients on a whole new level. The platform makes it streamline and easy for a CFP to manage and navigate their books of business.

One of the first tasks I had to do was take a crash course to learn the platform. This seemed like an endless task at first; however, members of the team were able to get me up to speed and make the transition as easy as possible. After learning the essentials of the platform, I was able to practice cold calls and demo scripts with senior sales members of the team. It was important to focus on language selection, tone, and substance to create a successful phone call.

The sales coaches were able to help me “ask important questions.” By asking important questions, I was able to learn more and more about the pain that each advisor had. This allowed me to learn about the needs of their practice and how our software may be a good fit. This was truly a once in a lifetime experience. I took coaching head on every day. Members of the Adorant team were more than a pleasure to work with. The challenges that I faced during my experience did not seem daunting because of the great team I had around me 24/7. I am very grateful to receive this paid internship from the Small Business Internship Fund. I am looking forward to using the skills I have learned this upcoming semester at Wabash.