Wealth Craft Podcast

Episode 13 - Lessons in Life & Business with Tom Freeman


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In this episode of the Wealth Craft Podcast, Ryan Burklo and Rob Bukacek welcome guest Tom Freeman who shares his transformative journey from being an interrogator to a successful financial advisor. He discusses the challenges he faced in both his personal and professional life, including struggles with addiction and the impact of his upbringing. Tom emphasizes the importance of building a supportive culture in business, the challenges of leadership, and the significance of self-reflection and personal development. He introduces the concept of 'the gap vs. the gain,' encouraging listeners to focus on their own growth rather than comparing themselves to others.

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Takeaways

Tom Freeman's journey into the financial industry was unexpected and driven by personal challenges. He transitioned from being an interrogator to a financial advisor, leveraging his skills in communication. Tom emphasizes the importance of culture in business and how it affects retention rates. He faced significant personal struggles, including addiction and loss, which shaped his professional outlook. Tom advocates for self-reflection and taking inventory of one's life to foster growth. He believes in the concept of 'the gap vs. the gain,' focusing on personal progress rather than comparisons. Tom's leadership style is rooted in empathy and understanding, aiming to support his team. He highlights the importance of mentorship and guidance in the financial industry. Tom's experiences have led him to prioritize personal happiness and fulfillment over professional success. He encourages others to recognize their own potential and take steps towards self-improvement.

Chapters

00:00 Introduction to Tom Freeman 02:28 Tom's Journey into the Industry 03:58 Background as an Interrogator 08:29 Transitioning to Financial Advisory 10:56 Personal Struggles and Professional Growth 14:09 Catalysts for Change in 2015 18:44 Building a New Team and Culture 20:20 From Producer to Partner 22:30 Challenges in Leadership and Retention 24:03 Navigating Workplace Dynamics 25:37 The Challenges of Leadership 27:19 Personal Growth Through Adversity 30:27 Support Systems and Disappointments 32:03 Finding Perspective in Life's Challenges 35:04 The Importance of Self-Reflection 39:10 Balancing Work and Personal Life 42:46 The Gap vs. The Gain in Personal Development 48:34 Creating a Positive Culture in Business

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Wealth Craft PodcastBy Ryan Burklo and Rob Bukacek