Name: Gavin Gillison
Firm: Warren Averett
Title: Financial Planning Associate
- Completed Entrepreneurial Leadership Program
- Selected as one of the 2016 Rising Stars of Money by the Birmingham Business Journal
- Serve on the Young Advisory Board, Big Brothers Big Sisters of Greater Birmingham
You work within the Asset Management group at your firm. What is the advantage of working at an accounting firm that offers multiple services?
Clients’ lives are busier than ever and their needs are multi-faceted and increasingly complex. Our firm offers clients the ability to have all of their needs coordinated at one place. Our firm recognizes that in order to provide superior service and to truly help clients thrive, we must have a talent-sharing mindset because it is not possible for one professional to be an expert in each area that is needed to serve a client effectively. A talent-sharing mindset allows our clients access to experts throughout our firm who are able to advise and help clients reach their goals.
What changes do you see in financial planning in the future? Do you envision new ways to help clients?
As wealth transfers to second and third generations, client relationships will take place as much or possibly more through digital communication than through interface. We want to be effective at both while still deeply understanding clients’ needs, wants and desires. Solid relationships are the foundation of our firm and cannot be replaced by technology. Rather, technology can be utilized in such a manner that enhances relationships and allows us to provide the highest value to our clients.
What is the best advice you have been given that you would pass on to an entry-level associate?
Embrace an innovative mindset and don’t settle for the way things have always been done. Innovation starts with an entrepreneurial mindset and the willingness to take wise risks. The reality is that you are going to fail sometimes, but when you do, fail fast and continue to move forward. Innovation is necessary because we must continue to improve how we serve our clients so that they can thrive and accomplish more of the things that are important to them.
You’re active in recruiting at the University of Alabama-Birmingham. What is most important to college students when they’re evaluating various accounting firms?
They want to know that they will fit the company culture and how they will be able to contribute to that culture. In addition, they want to know how the culture can contribute to their personal growth. Warren Averett has made deep commitments in both the talent development and innovation initiatives in order to continually recruit top talent to serve and provide exceptional service to our clients. It is just further evidence of Warren Averett building a firm for the future.
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