Travis J. Falk
Financial Representative
Region: Central

I was a college student studying economics management. I decided on this career because of several conversations I'd had with clients as well as financial representatives who currently work with Northwestern Mutual Financial Network. 

I knew that I wanted to be a part of a very well respected company. I knew I wanted to be part of a company that is respected and admired by clients and competitors.

The greatest reward for me is to know that every single day I help people make progress in achieving their goals. I know that without me they may never get from point A to point B.  

The greatest challenge is to get people to realize the importance of saving money and protecting their family. 

Most people, before they meet with me, feel like they have everything all set when it comes to saving for retirement, educations, etc. I have to show them the inefficiencies in a way that makes them feel good about adding to their program.

Early in my career, my biggest challenge was prospecting. Not being from Columbus, I didn't know anybody in the area and it was slow going for a while. I had a tough time getting in front of enough people. I still do to this day.  
 
I've learned that I have a long way to go to get where I want to go. Not just in this career but in life. The message seems to be clear too. I have to sacrifice certain things now to get what I want later.
 
A Time I Made a Difference
I have a client who has a mentally challenged son. Through the course of our meetings we helped this client take care of some needs that were very important to her and her husband.  

Planning for her son is something that she had intended on doing for quite some time and with our help, she was able to ensure that her son would be taken care of at her and her husband's death.  

We spent hours talking with her not expecting any compensation. It turned out that she wanted to purchase long term care insurance to preserve assets that were designated for the caring of their son.  

She thanked us with a couple of tears in her eyes telling us how good she feels and that she never would have accomplished her goals if it wasn't for us. 
 

Looking Forward
My ultimate goal is to be Top 20. I think about it every day. I have reached some milestones thus far but they are tiny steps in getting to the levels I'm looking for.

Sound Career Advice
This business is a marathon not a sprint. This business is simple but not easy.  

It's the most gratifying feeling on earth when a client thanks you for helping them put in place a life or disability insurance program or help them realize that their retirement goals and education goals will be met.

What differentiates Northwestern Mutual from the others in the financial services business is the people. As a group, we have integrity and passion. We care about our clients and their needs.
 
Outside of Work
I'm involved with my home owners' association. I also get involved in various charity events. I like to play golf and watch Ohio State Football.

Travis Falk has been a Financial Representative with Northwestern Mutual Financial Network since 2003. Visit his website to learn more about him, or call Travis at 614-221-5287.