New Planner Podcast

Ep #19: Understanding Your Unique Instincts for Success as a Financial Planner with David Kolbe


Listen Later

David Kolbe is the CEO of Kolbe Corp in Phoenix, AZ, and he joins the show today to share the history, mission, and vision for Kolbe Corp and how they are empowering people to live their lives to the fullest. Breaking down the three parts of the mind, David explains how the conative—or doing—part of the mind can be traced all the way back to the ancient philosopher Plato and why everyone should know their unique natural instincts so they can approach problem-solving in the most efficient and effective way.

Listen as he discusses how the Kolbe A index (the firm's flagship product) was developed, what four action modes it measures, how it is different than a personality assessment, and how you can utilize it for massive success in both your personal and professional relationships. You'll learn whether there is an ideal financial planner candidate profile, as well as how organizations can use the Kolbe tools and methodology to improve hiring, develop training and career paths, and reduce turnover.

You can find show notes and more information by clicking here: https://bit.ly/39l6iFl

...more
View all episodesView all episodes
Download on the App Store

New Planner PodcastBy Caleb Brown

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

28 ratings


More shows like New Planner Podcast

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,216 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

808 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

671 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,015 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

584 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

455 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,113 Listeners

The Long View by Morningstar

The Long View

908 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

245 Listeners

BIF Bites by BIF Crew

BIF Bites

94 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

108 Listeners

Series 65 Exam Podcast by Franz Amussen

Series 65 Exam Podcast

21 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

866 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

132 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

145 Listeners