"For a while, the biggest professional problem Brad Morgan faced was figuring out how to get toothpaste into a tube. Before you chuckle ... "Believe it or not, pumping toothpaste is one of the most complicated phenomenons you'll ever experience. It's a fluid that, as you pump it faster, it gets thinner," Morgan said. "So without going into great detail, I was working with MIT professionals, the smartest of the smartest on how we can pump toothpaste faster. That was my job.""
"Within a few years, Morgan was able to get the education he needed to start serving clients, and P&G employees in his area around Cincinnati were a perfect opportunity. These days, Morgan is with Savvy Wealth and has been an advisor for a decade. Between himself and an associate, he has about 100 clients, and he estimates 98% of them are P&G employees."
Brad Morgan worked on complex manufacturing problems at Procter & Gamble, including optimizing toothpaste pumping in collaboration with MIT. After about seven years he pursued a career change despite a family history of long P&G tenures and generous profit-sharing. His experience with retirement accounts and stock options prompted him to obtain financial planning credentials. Morgan established a niche advising P&G employees around Cincinnati. He joined Savvy Wealth and has been an advisor for a decade. Morgan and an associate serve about 100 clients, roughly 98% of whom are current or former P&G employees.
Read at Financial Planning
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