In this episode of the Roadmap to Retirement podcast, I am joined by Jon Sheldon to discuss the importance of authenticity in the financial advisory profession and the value of effective coaching. Key topics include overcoming self-consciousness, like concerns about tattoos, by embracing one’s true self, and the significance of genuine client relationships. I expand on the challenges and benefits of dressing casually versus formally and the impact of transparency with clients. The conversation transitions to the role of coaching versus consulting in business growth. Jon emphasizes the necessity of finding the right leadership and mentorship for young financial advisors, rather than merely focusing on firm reputation. Furthermore, we discuss the importance of accountability, discipline, and articulating one’s goals. The episode concludes with insights on navigating the financial planning profession and the critical role of authentic leadership in fostering success.
Thanks for listening, come back next week for an exciting new guest!
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