Nicholas Pfledderer ’23 — First, I want to thank the Center for Innovation, Business & Entrepreneurship (CIBE), Associate Dean Roland Morin ’91, and CIBE Senior Fellow Anthony Mendez ’20 for making my internship a reality. They provided me with these resources to help my business knowledge grow and my personal development to become a better person. I was able to learn many skills, including communication, active listening, and analyzing problems. These skills will most definitely help me in my next two years in the classroom, along with the world after my time at Wabash College.
For the last two months, I endeavored in an incredible journey of learning about the finance world, specifically the financial advising side. Adorant Group works with a software called MyMoneyRoadmap. MyMoneyRoadmap is software that financial advising firms use for the clients they have. It is a wealth relationship engine that emphasizes automation to help advisors save time and grow their business.
Being able to learn about the software was an excellent learning experience for me. I learned from software developers their techniques on coding and engaging in discussions on how to improve the website. I also audited many of their finance articles and learned how households in our country utilize their money. I was also able to write some articles about some of the critical trends in the financial advising industry by doing some research. Furthermore, I went through a sales training program offered by Adorant Group. After completing this and learning numerous beneficial tactics in sales, I was able to make sales calls to potential advisors who we saw as potential suitors for our software. Making sales calls every day helped my communication and listening skills immensely.
Lastly, one of the main projects I worked on this summer was a PowerPoint detailing the technical overview of MyMoneyRoadmap. Breaking down much of the software and other benefits helped me understand what I was working with and helped me during my sales experience as I gained confidence in what I was learning. None of my experiences in the finance and business world would be possible without the incredible staff at Wabash College, Adorant Group CEO Brian Mantel ’93, and Internship Director Nick Winter ’21. They gave me the tools I needed to help grow as a Wabash Man.