In this episode of the Wealth Craft Podcast, Ryan Burklo and Rob Bukacek welcome Greg Montejo, a rising star in the financial services industry. Greg shares his journey from a background of financial struggle to becoming a successful financial advisor. He discusses the challenges he faced in his early career, the importance of mentorship, and the dynamics of working with family in the business. The conversation also delves into the significance of branding, navigating compliance, and the mindset required to thrive as a business owner in the financial sector.

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Takeaways

Greg's background influenced his desire to enter finance. He learned the importance of acquiring skills in his career. Understanding clients' financial needs is crucial. The financial services industry requires a strong work ethic. Building a brand is an ongoing process. Compliance can be a double-edged sword. Mentorship is vital for growth in the industry. Balancing personal and professional life is challenging. Asking questions is key to overcoming fears. Success in finance often aligns with helping others. 

Chapters

00:00 Introduction to Greg Montejo 01:36 Greg's Journey into Financial Services 05:29 Expectations vs. Reality in the Industry 08:32 Family Dynamics in Business 13:40 Lessons Learned in the Early Years 17:53 The Challenges of Business Ownership 20:39 The Importance of Financial Education 24:27 Building a Brand in Financial Services 27:52 Navigating Compliance Challenges 32:01 The Role of Mentorship and Community 38:57 Balancing Life and Business