10/28/2026
Some of the best people I’ve recruited into financial services didn’t come from financial services.
Raj Bala’s recent promotion to Associate Partner has had me thinking about that.
When Raj joined our organization, he was already successful. He had built a strong career in technology, consulting and leadership within banking and insurance.
What he hadn’t done was build a financial-services practice.
Those are two different things.
My job wasn’t to turn Raj into somebody different. It was to help him take the things that had already made him successful - his intelligence, discipline, leadership ability, work ethic and willingness to learn - and figure out how to apply those strengths in a completely new arena.
He did the work.
He learned the business, built his practice, performed at a high level and continued developing as a leader.
Now he’s taking the next step into management.
Experiences like this are one of the reasons I’m probably more interested in who someone is and what they’ve demonstrated than whether their résumé looks like a traditional financial-services résumé.
Can you learn?
Can you be coached?
Do you take ownership?
Have you demonstrated that you can succeed at difficult things?
Do you have the drive to build something bigger than what your current path may offer?
Those are the conversations that interest me.
Because sometimes your next great career isn’t simply the next step in the career you already have.
And sometimes the skills that made you successful in one world are exactly what give you the opportunity to build something exceptional in another.
If you’ve been successful where you are but have started wondering what else you might be capable of building, I’m always open to a conversation.