Rethink. Financial Advice

Communicating your higher calling featuring Chuck Garcia


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How well do you communicate your higher calling as a financial advisor? Communication is an art form that starts when we seek to understand ourselves and those we are talking with. Join us as we chat with master communicator Chuck Garcia who spent many years on Wall Street as well as leading communications for global companies like Bloomberg. Chuck tells us how what happened on 9/11 changed his life and his journey as a mountaineer that helped him find understanding. Learn how to become a better communicator with not just your clients, but friend and family too.


Chuck, Adam, and Derek chat about:

  • How you can't change the circumstances in front of you, but you can change yourself
  • How most people don't really understand "financial advice" and the importance of educating before advising
  • Slowing down to seek understanding and that you don't have to agree, or get louder, to have an understanding
  • Communicating your higher calling as a financial advisor with your clients
  • Gratitude for life, experiences, and survival
  • And a lot more!


Resources:

  • Connect with Chuck Garcia on LinkedIn
  • Follow Chuck Garcia on Twitter
  • Check out Chuck’s website
  • Get Chuck’s book
  • Follow RethinkFA on LinkedIn
  • Listen to RethinkFA on YouTube Podcasts
  • Apply to be a guest on the RethinkFA Think Tank


Connect With Adam Holt:

  • Schedule an Asset-Map Demo
  • Asset-Map 
  • LinkedIn: Adam Holt
  • LinkedIn: Asset-Map
  • Facebook: Asset-Map
  • Twitter: Asset_Map


Connect With Derek Notman:

  • Schedule a Call with Derek
  • Conneqtor
  • LinkedIn: Derek Notman
  • LinkedIn: Conneqtor 
  • Twitter: Derek Notman
  • Twitter: Conneqtor
  • Facebook: Conneqtor

Hosted on Acast. See acast.com/privacy for more information.

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Rethink. Financial AdviceBy H. Adam Holt, CFP and Derek N.H. Notman, CFP

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