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Take 5
Five Things I Wish I Knew When Starting My Career

by Julie Shannon

Amy Sonstein launched Sonstein Financial Group, a full-service financial services firm in 2006. As principal, she manages the organization and works closely with business owners and individuals to provide comprehensive investment services, insurance and risk management, business succession planning and exit strategies.

Sonstein graduated magna cum laude from The George Washington University in 1999 with a bachelor’s degree in accounting. After passing the CPA exam, she began her career in public accounting as an auditor with Deloitte & Touche. Thereafter, Sonstein spent four years as a forensic accountant at Parente Randolph before she joined C&A Financial Group in 2004.

In addition to helping clients, Sonstein donates her time to a variety of causes. She is a guest lecturer at Rutgers University and speaker for the American Institute of Certified Public Accountants. She is a longtime resident of South Jersey and currently resides in Voorhees with her husband and two children.

1. Clients perceive value differently so it’s important to discover what they value and deliver it.

2. Discover your own unique ability so you can always work at your best. Simultaneously be humble and give up control in those areas where others excel. Together, clients will receive maximum value.

3. Asking for introductions was initially tough until I understood it allows my clients to give to their loved ones the same value they received.

4. The value of coaching has been immeasurable. It creates accountability, provides course correction and brings life balance— leaving nowhere to hide.

5. Meditating daily each morning provides a sense of calm and focus. This practice enables me to be present in each moment and act with intention.

Published (and copyrighted) in South Jersey Biz, Volume 8, Issue 1 (January, 2018).

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