Premier Services Manager Michael Mooney joined EQIS in 2016 as a Business Consultant and was promoted in 2019 to Premier Services Relationship Manager. We caught up with Michael to learn more about him and how he assists EQIS’ top advisors.
How do you assist advisors and what is your typical routine?
Michael: Each advisor is different, but I am very involved in a lot of their day-to-day business and tracking their accounts. I am another set of eyes and hands on their accounts to ensure there is no disruption. I help a lot with processing paperwork, which allows the advisor to spend more time with their clients and building their practice.
What do you love about your role?
Michael: I like building relationships and being someone our advisors trust; that’s very rewarding. We are trying to help our advisors and their clients reach their goals, and sometimes it is doing the little things that really makes a difference. It’s such a good feeling being able to help people.
What is your most often-asked question?
Michael: It’s usually about process, such as what paperwork is needed. I am the expert so advisors don’t have to be. A lot of times I am figuring out what advisors need to accomplish, which is fun in itself, playing the detective role, because advisors have an idea of what they need to do but are just not 100% sure.
We have relationships with our advisors where they trust us. I know what is going on in their offices, I know how their assistants operate; I know how the advisors operate. Advisors know that if we say we are going to do something or research something, we are going to do it.
What is one interesting fact that no one knows about you?
Michael: One of my interests is US history from the start of the Revolutionary war until the early-1900s. I received my history degree from UC Berkeley and wrote my thesis on the 1885 expulsion of the Chinese from Humboldt County.
What is the best advice you’ve ever received?
Michael: Listen more than you talk, because you can learn a lot more by listening. A huge part of my job is listening, figuring out what advisors are trying to accomplish. A lot of times advisors might not have a clear picture of what they want to do, but they have an idea and it is my job to extract that information, listen to what they are saying, ask the right questions and then figure out what they need and how we can help them accomplish their goals for their clients.
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