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054: How Great Leaders Make Dreams Possible with Chris Smith
Manage episode 413013661 series 3001511
Konten disediakan oleh Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Today, we’re joined by Chris Smith, creator of the Campfire Effect and host of the Family Brand Podcast. Chris works with leaders and advisors in the financial planning space to help them tell their stories, scale their businesses, and unlock growth and change.
We’ve worked with Chris in the past to develop and tell the story of our brand, and we wanted to take this opportunity to share wisdom and insights you can use in your own life and business.
In this conversation, we discussed how financial planning is more than a numbers game, what separates a technically competent financial planner from a truly great one, and how to tell you’re receiving the kind of service you, your family, and your legacy deserve.
- In this podcast interview, you’ll learn: The important questions you should be asking any prospective financial advisor that go beyond portfolio construction and risk assessment.
- How a good financial advisor helps challenge and support you to live your best life.
- Why your financial advisor needs to provide you with guidance and leadership to ensure your successful retirement.
- The surprising things we learned on our multi-year journey to understand how to best serve our clients.
- Two simple things you can do to transform your mindset.
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast
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