As a multigenerational Family CFO, we regularly guide our clients through career transitions. After an interesting 2020, we found the core values and beliefs of those we work with haven’t changed. However, we have seen a shift in financial goals and objectives – resulting in increased interest in career changes. For additional insight, we reached out to one of our trusted HR professionals, Michelle Anderson with OMNI Human Resource Management. With 25 years of experience in talent acquisition and executive search, Michelle shares helpful tips to consider when making a career transition in her guest post:

Making a Career Transition in 2021

By Michelle Anderson , Vice President, Executive Search

OMNI Human Resource Management

 

Have you been pondering a career transition?

It’s a new year, and after nine long months of living through Covid-19, there’s a sense of hope as the vaccine has started to roll out. The new year also leads us to consider our goals, inspirations, and dreams. For many, making a career transition is and has been top of mind, due to the impact of the pandemic. For others, it’s a question of whether the timing is right to make a career move. Is the market strong? Are companies hiring? Should I stay put?

As a Search Consultant and leader within OMNI Human Resource Management, an Overland Park-based Human Resources Consulting Firm, I believe it is absolutely a good time to consider a transition. I am encouraged as the job market continues to improve and companies are hiring. Covid-19 has caused people to think about what is important and to re-evaluate their priorities. Perhaps it’s time for a complete career change? Do you have new or evolving family or caretaker duties? Is having the flexibility to work from home or having an alternative work schedule important to you? Being prepared and having a strategy is key, so think about the following:

Planning and Assessment : Write down what type of job you see yourself doing and the environment in which you want to work. Identify and research key companies you might like to work for and develop a target list so that when you are networking with others, you have a plan and can clearly articulate your goals.

LinkedIn : Create or update your LinkedIn profile to reflect how you want to be seen. Your profile is your ‘brand’ and therefore should reflect your career history, accomplishments, and successes. Include a photo. As LinkedIn is the number one tool recruiters utilize to search for talent, ensure your profile is worthy of a look and is competitive.

Resume : Update your resume so it’s ready when you need it. Keep it simple. Include roles you’ve held over the past 10-15 years and list them in reverse chronological order.  Ensure the resume reflects ‘accomplishments’ versus ‘duties.’ Include volunteer and/or Board experience, as it reflects your community involvement and is an appealing attribute.

Network, Network, Network : Connect with and continue to build your network of personal and professional contacts. Create a list of relevant contacts that could be helpful to your search within the key companies you seek. Consider neighbors, prior co-workers, clients, vendors, friends, etc. Selectively reach out to those within your inner circle to share that you are seeking a new opportunity. Request virtual coffees or short phone calls. Ask what you can do for them in return. Networking is always a two-way street.

Job Transition Clubs : Consider participating in a career transition networking group. OMNI offers a free virtual “Careers and Connections” discussion twice per month as an opportunity for those seeking a career transition to come together and network. Johnson County Community College also has a career transition group – as do numerous churches.

Social Media Sites : Keep an eye out on various job posting sites for career opportunities.  Depending on the role, LinkedIn, Indeed, Glassdoor and industry specific sites are viable and warrant a look. Should you see an opportunity of interest, find someone in your network who can help push your resume to the correct decision maker.

Interviewing : Once you have been selected for an interview, be prepared. Research the company’s website, annual report, and press releases. Review the interviewer’s LinkedIn page to fully understand their background. Identify if you have mutual connections. Once the interview is complete, send an email thanking them for their time.

Be Patient : Making a career transition takes time. Although exciting, it can also be frustrating and slow to progress. Be patient, stay positive, and view each meeting or interview as an opportunity to build your network, which can pay off in the long term. Each interview/network opportunity brings you one step closer to landing your ideal job.

Should you decide you are going to pursue a career transition this year, be excited, passionate, and enthusiastic – own it! Convey an attitude that you have what it takes, and that an organization would be lucky to have you. Good luck!

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The Buttonwood Agreement: Where American Finance Took Root — and Why Our Name Exists The Buttonwood Agreement was a compact signed on May 17, 1792, by 24 stockbrokers and merchants beneath a buttonwood tree at 68 Wall Street in New York City. It established the rules of organized securities trading in America and laid the foundation for what would become the New York Stock Exchange. Buttonwood Financial Group takes its name directly from this founding moment; as a daily commitment to the integrity, transparency, and long-term thinking those original brokers put on paper. What was the Buttonwood Agreement, and why it still matters The Buttonwood Agreement came at a moment of crisis. The Panic of 1792, America's first speculative bubble and market collapse, had shattered public confidence in capital markets. Prominent financiers defaulted. Prices fell. Investors panicked. Alexander Hamilton worked to stabilize the system, but the lasting fix came from the professionals themselves. On May 17, 1792, 24 brokers gathered under a buttonwood (sycamore) tree outside 68 Wall Street and signed a two-sentence agreement: they would deal only with each other, charge a standard commission of one-quarter percent, and give preference to fellow signers in all negotiations. Simple. But the effect was transformative. By agreeing to hold a higher standard collectively, they rebuilt confidence in the market itself. The Buttonwood Agreement is widely regarded as the founding document of the New York Stock Exchange and of organized American finance. Why Buttonwood Financial Group carries this name Boutique wealth management firms are built on process and trust. When we named our firm Buttonwood Financial Group, the choice wasn't aesthetic; it was philosophical. Our name is a daily accountability measure; a reminder that the values those brokers signed onto in 1792 — integrity, structure, and responsibility — are exactly the values our clients deserve today. The families and individuals we serve aren't looking for surface answers and financial products. They're looking for an experienced team that has been tested across market conditions, that communicates honestly, and that approaches every client relationship from a fiduciary capacity in a long-term commitment. That's what an established boutique wealth management firm looks like in practice. What experience really means Experience in this industry isn't about credentials alone. It means you have been present with clients through market downturns and periods of uncertainty. You have worked alongside families through estate complexity, business transitions, and inheritance conversations. You have coordinated tax strategy, cash flows, and generational goals at the same time; because for most families, those things can't be separated. Our Team brings that depth to every engagement. 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Our advisors work with individuals, families, and business owners on comprehensive, fiduciary-driven financial plans built around your long-term goals. Frequently Asked Questions What is the Buttonwood Agreement? The Buttonwood Agreement was a compact signed on May 17, 1792, by 24 stockbrokers and merchants in New York City. It established standardized rules for securities trading, dealing only among members, and charging a fixed commission. It is considered the founding document of the New York Stock Exchange. When is Buttonwood Agreement Day? Buttonwood Agreement Day is observed annually on May 17, marking the date the original agreement was signed in 1792 outside 68 Wall Street in New York City. Why is the Buttonwood Agreement significant in finance? The Buttonwood Agreement replaced chaotic, unregulated securities auctions with a system of structured, trust-based trading. It restored public confidence after the Panic of 1792 and established the foundational principles, integrity, accountability, and standardized commissions, that governed Wall Street for nearly two centuries. What does Buttonwood Financial Group do? Buttonwood Financial Group is an independent SEC Registered Investment Adviser. A boutique wealth management firm. The firm works with individuals, families, and business owners to provide both financial planning and investment management services. By serving as the primary financial advisor and administrator, Buttonwood is essentially acting as the family's "CFO" while the client remains as the family "CEO." Buttonwood strives to organize, formalize, implement, and monitor financial strategies consistent with clients' multi-generational goals and objectives. What makes a boutique wealth management firm different? Boutique wealth management firms typically offer more personalized service, deeper advisor relationships, and a fiduciary-first approach. Advisors and their support teams generally work with fewer clients and provide more integrated guidance and may reach a deeper level of strategy across investments, tax, business and estate planning, and financial planning. How do I choose an experienced financial advisor? We often see the following criteria: Look for advisors with a fiduciary obligation, verifiable credentials (CFP, CFA, or similar), a transparent fee structure, and experience working with clients whose situations are similar to your own. Confirm the advisor's registration status at adviserinfo.sec.gov. B uttonwood Financial Group is a registered investment adviser. The information provided in this article is for general informational purposes only and does not constitute investment, financial, tax, or legal advice. Past results are not indicative of future performance. All investing involves risk, including possible loss of principal. Please consult a qualified professional for advice specific to your situation.

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