Guy Clayton is a highly accomplished wealth manager based in Austin, Texas. He draws from a rich banking background, a history that includes being, at the time, the youngest board member ever in a state-chartered bank in Texas. Guy specializes in providing financial guidance to professional athletes, coaches, corporate executives, and business owners, helping them navigate the complexities of wealth management. His remarkable success in building a thriving practice can be attributed to his exceptional interpersonal skills and his ability to foster genuine trust and friendship with his clients.

During his time as a benchwarmer for the Texas Tech Men's basketball team, Guy had a unique "front-row seat" experience, being part of a team that made an unforgettable appearance in the March Madness tournament.

In this episode Steve and Guy discuss:

• The Role of Humor in Professional Relationships
• Cultivating Genuine Relationships in Wealth Management
• Importance of Curiosity and Effective Question-Asking 
• Being a Connector
• The Power of Connection

Key Takeaways: 

• Discover the significant role humor plays in forging powerful professional relationships
• Realize the invaluable benefits of cultivating genuine relationships in the realm of wealth management
• Understand the importance of curiosity and effective question-asking in understanding your clients' needs
• Ascertain why the wealth management sector requires a long-term relationship approach compared to other industries
• Learn about the transformative power of authentic connections in both personal and professional life

“Being in the people business is just kind of really what I am. Even if it's not, what do you do for a living? But just as you come in contact with people throughout life... be the most interested guy in the room.”

 - Guy Clayton

Connect with Guy Clayton:

Website: https://advisor.morganstanley.com/the-calvin-clayton-group 

LinkedIn: https://www.linkedin.com/in/guy-clayton-crpc%C2%AE-b17b256/ 

Email: [email protected]  

Phone: (512) 469-3450

Connect with Steve and Jason:

LinkedIn: Jason or Steve

Website: Rewire, Inc.: Transformed Thinking 

Email: [email protected]

Show notes by: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.