Chamber Chat with Shane Theriot, Financial Advisor with Edward Jones
Chamber Chat – Back to Business Blog
The Chamber is committed to telling the stories of our members. Chamber Chat is a regular series profiling our members. We love sharing great stories and insight from our members!
Learn more about Shane’s work as a Financial Advisor, why he chose Edward Jones (hint: 100% Score) and what he looks for in potential clients. Can you guess what Shane describes as “oxygen” to him and something he can’t live without?!?!
He’s halfway to his target number of clients that he describes as “wanting to spoil and lavish with attention”! Could you be his next clients? Read more about Shane, his commitment to his clients below and how you can connect with him.
What is your 30-second “elevator speech” about what Edward Jones | Shane Theriot does?
I help with the financial part of making dreams come true, like preparing for a dream vacation, a dream home, or a dream retirement. Most importantly, I want to know what you want to accomplish in life and to partner with you in your successes.
What sets Edward Jones | Shane Theriot apart from the competition?
At the end of the day, you and I have to trust one another. I believe that trust comes from candid, honest conversations and the removal of high-pressure sales tactics. Ultimately, I want to help you achieve what you've set out to do financially.
In this “new norm” due to COVID, what are the top two or three things you think will change for your clients?
Digital and virtual are here to stay. Online, text, e-delivery, & automation adoption will be the new norm and were accelerated as this pandemic has continued to impact our day-to-day lives. I can see a day when meeting virtually with an advisor is the normal way of interacting, replacing face-to-face meetings.
What drew you to financial advising as a career?
Initially, selfish reasons. I wanted to know how to make my money work harder for me so I wouldn't have to work forever and to help my mother and grandmother who had no idea how to manage their money, much less invest it. Along those same lines, I came from a banking career where I didn't feel like I was making a difference in my clients' lives and I truly wanted that feeling and to help others.
What has been key to your success?
Patience, persistence, faith. Add in a lot of long hours networking after work or during lunches, building relationships with key potential referral sources, and transparent and candid conversations.
We are proud to call Edward Jones | Shane Theriot one of our Chamber members. Why is it important that you are part of the Greater Houston LGBT Chamber?
People work with people who share common interests, traits, characteristics, etc. As part of the LGBTQ community, I feel right at home among my peers, colleagues, friends, and allies. There's a built in level of trust and comfort knowing initially you have something in common.
Why do you think it’s important that the LGBTQ community have a concentrated voice?
Our purchase power and unified voice has resulted in dramatic changes over many decades. There is strength in unity.
What does it mean to you to be a “LGBTQ Business Owner/Entrepreneur”?
It means that I can be proud of who I am but not defined by a label. I can be myself and successfully run my business. With Edward Jones scoring a perfect 100% on the HRC corporate equality index repeatedly, I chose to work for a company that not only accepts me as I am but values me as I am as well.
What’s ahead in the next couple of years for Edward Jones | Shane Theriot?
I will continue my endeavor to make investing an option for all who would like to try, educating those who are interested along the way while enhancing my skills and knowledge as well. Realistically, I would like to grow my practice to no more than 400-500 clients I can spoil and lavish with attention. I'm halfway there now so there's still room to grow!
What’s the best advice you ever received as an entrepreneur?
Never meet a stranger – everyone is a potential friend or client and at the least they may know someone who could be.
Now for some fun…rapid fire! What's your favorite thing to do in HTX when you're not working?
Food! Absolutely, hands down, trying different restaurants in the greater Houston area.
Barbeque or Mexican, and where do you go for it?
Mexican! I can live without many things, but chips and salsa are like oxygen to me. There's not one specific favorite restaurant but I will judge them by their chips & salsa! Margaritas are a close second.
First app checked in the morning?
Text messages. I generally fall asleep before 10 p.m. and many people are night-owls so I always have text messages in the morning.
Most used app?
Pandora – I love streaming music playing in the background when I'm home.
Most listened-to track?
Not sure I’d call it a "track" but I listen to Tinman radio and Journey radio on Pandora regularly. Maggie Rogers and Ronnie Milsap radio are in the mix often as well.
Anything else you want to mention about your business?
I'm still growing and accepting new clients. I'll have a conversation with anyone. I don't have a minimum money requirement, but I do have two things I specifically look for in potential clients: Are they nice? and Will they be responsive? I want to look forward to meeting and speaking with my clients and I don't want to have to chase them once they become clients.
Check out more about Shane Theriot and his work at Edward Jones at www.edwardjones.com/shane-theriot.
Thank you to again to Edward Jones | Shane Theriot for being one of our event sponsors for the October 2020 Brewing Up Business and for your continued support of the Chamber!