))
Sage Advice with Don Martin, CFP Ep. 75
Manage episode 516581442 series 3605064
Content provided by John Kailunas II. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John Kailunas II or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode of the C4G Success Podcast, Don Martin, CFP shares his extensive journey in the financial services industry, discussing the challenges he faced early in his career, the importance of mentorship, and the evolution of sales practices. He emphasizes the significance of client advocacy and the shift towards fee-based relationships in financial advisory. Don also highlights the role of AI in the industry, the importance of health and wellness, and his personal morning success routine. He concludes with advice for new advisors and reflections on his career, including strange client experiences and the value of a supportive partner.
If you would like to be a guest
Service owned business
Podcast Closing
78 episodes
Share
