NGC Experience: Evan McCormick

As an Investment Advisor for Investors Mosaic in Durham, North Carolina, founder Evan McCormick is the entire team. But communication was still a big focus area for him when he joined the NextGen Center program, The Foundation for Effective Leadership.


“I’m not managing team members, but I do manage client relationships,” he said. “People are hesitant to talk openly about money, even with an advisor. I wanted to make that conversation more natural and more meaningful, so I could grow my relationship with my clients and help them with what matters most in their lives.”

During the program, Evan was introduced to the Coaching Mindset, something he found extremely valuable.

“You get to work one-on-one with a coach, and you ‘pair coach’ during the sessions. And so it gives you that framework to become a better communicator and be a more productive member of the team — or more productive during client meetings, in my situation.”

The positive implications for his professional life were expected. What Evan didn’t expect was to integrate what he learned at NextGen Center with another team — his family.

“As a solopreneur, the business is deeply intertwined in my family dynamics as the business will absorb any remaining mental and emotional capacity if your let it go unchecked. Every entrepreneur has this issue. And so, for me, putting structure and clarity of thought around my business goals and family goals, and communicating it effectively with me wife, was very valuable and liberating.”

In his client relationships, Evan is now able to identify ways to become more impactful to his clients. “I have the tools to help them identify their personal goals and dreams, become more comfortable with the topic of money, and then align their financial resources to achieve those goals and dreams.”

For anyone considering the NextGen Center program, Evan sees one requirement: an open mind.

“I don’t think it matters in terms of industry, age, but you just have to be open-minded and have a goal of learning. Then you can take what you’ll learn and apply it all across many vectors of life and business.”