The ONE question that will help you find purpose in everything you do.

Instead of interning at a bank, I worked for a financial technology firm. For the past year, I tuned into the podcast, “Breaking Banks by Brett King” and binge watched “The 2014 Exponential Finance Conference by Singularity University and CNBC”. This has given me a different perspective toward the future of finance.

This inspiration led me to set up an profile. I was lucky enough to land a job with Harvest Exchange. I was familiar with Harvest because of its content and portfolios helped my group rank second overall in my Capital Markets class.

After sending emails to the business development team and finally contacting the CEO. I received a reply and meeting for coffee. Now I am thinking to myself, “I finally getting a chance to meet someone who is creating a service I personally use and is apart of a bigger movement that I read about daily.”

I remember the appointment was set for 11 am Starbuck’s in Highland Village. Now I am thinking to myself — my body has not been this tense since my first football practice in college. As I sat waiting on Peter Hans to walk through the door, I ran through the different questions I wanted to ask just in case this was my only meeting.

Within a few minutes, Peter walked through the door. We stood in line and I introduced myself. We ordered coffee and began to talk about how Harvest became the platform it is today and my background. After a few minutes of introductory conversation, Peter asked me a question I had never asked myself. “What do you want to learn?” I did not not know.

I knew I was an early adopter and enjoyed consuming forward thinking content. However, I never took the time to think about the skills I needed to contribute to a fast growing platform. At the time, I could not answer this question. After interning at Harvest, I now have clarity on what I want to learn.

Over the past 6 weeks, I have learned three things that will help me going forward.

  • Built a database and spoke daily to a Data Analyst
  • Learned how a sales funnel works and the importance of knowing your customer’s core motivations
  • Discovered amazing tools such as Intercom, Salesforce and Github.

After six weeks, I want to continue to learn how to convert potential clients into paying customers. Now I know I want to learn how to be a great salesman.

“Sales is… getting people intellectually engaged in a future result that’s good for them and getting them to emotionally commit to take action to achieve that result” Dan Sullivan