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Going the Distance: Coaching, Goal Setting, and Finding Your Reason to Believe
Manage episode 424119082 series 3580356
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In this episode, financial advisor Ken Calcutt shares his journey into financial planning and building a successful practice. He discusses the challenges he faced early on and how he overcame them. Ken also talks about the importance of training new advisors and creating a culture of service in his office. He emphasizes the evolving nature of client conversations and the need to focus on more than just financial strategies. Ken attributes his success to his faith in God and the support of his wife. He also shares his personal goal of running an ultra-marathon in the future and the importance of health and wellness in the financial industry.
Visit GoodLifeCo.com/podcasts/thinking-independently for more episodes.
Good Life Companies is a stand-alone entity providing real estate, infrastructure, technology, training, marketing, and support to independent professionals throughout the United States. Good Life Companies is not a broker/dealer or a Registered Investment Advisor and does not provide legal or tax advice.
Chapitres
1. Ken's Journey into Financial Planning (00:00:00)
2. Building a Successful Practice (00:04:14)
3. Overcoming Challenges and Full Circle Moments (00:06:10)
4. Training New Advisors (00:09:25)
5. Evolving Client Conversations (00:13:09)
6. Key Factors for Success (00:22:18)
7. Setting Personal Goals (00:25:48)
8. The Importance of Health and Wellness (00:29:05)
4 episodes
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