From New York Yankee to Certified Financial Planner! Today's guest, Kevin Thompson, former Yankees outfielder, walks us through his extraordinary path, from his encounters with a Ponzi scheme to his transition to an RIA, and ultimately, the establishment of his successful financial planning practice. He candidly shares anecdotes from his Major League Baseball days, including memorable ones with Derek Jeter, and how his Ponzi scheme experiences shaped his approach to financial planning.

Join us as Kevin shares his strategies on managing client relationships and maintaining productivity in his specialized financial planning practice for those aged 55 and older. He emphasizes on the importance of building human connections in business and shares his dedicated process to ensure his clients feel cared for.

In this discussion, Kevin discusses the fine balance between providing top-notch service and running a profitable business. His story, filled with inspiring, relatable, and educational moments, paints a vivid picture of the transition from a celebrated sports career to a flourishing role as a Certified Financial Planner. So, tune in, and embark on this inspiring journey with us, and Kevin Thompson, as we delve into the world of financial planning through the eyes of a former MLB player. Don't miss out on this unique perspective!

LINKS FOR THIS EPISODE:
 
Find Kevin's Book MBL to CFP here!
Learn more about dowealth.com here!
Connect with Kevin on LinkedIn


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Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!