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In this episode of the Catalyst4Growth Success podcast, John Kailunas II interviews Shawn Everett, a seasoned financial advisor with a unique journey in the financial services industry. They discuss Shawn's background, the impact of family on his career, and the differences in client demographics between Connecticut and Florida. The conversation also covers the adaptation to technology post-COVID, the importance of dividends in retirement planning, and how to overcome misconceptions about annuities. Shawn shares valuable insights on client communication, acquisition strategies, and the significance of listening and empathy in financial advising. He offers advice for young advisors and reflects on the influences that shaped his career, concluding with a discussion on the importance of treating clients with respect and understanding.
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By John Kailunas II
In this episode of the Catalyst4Growth Success podcast, John Kailunas II interviews Shawn Everett, a seasoned financial advisor with a unique journey in the financial services industry. They discuss Shawn's background, the impact of family on his career, and the differences in client demographics between Connecticut and Florida. The conversation also covers the adaptation to technology post-COVID, the importance of dividends in retirement planning, and how to overcome misconceptions about annuities. Shawn shares valuable insights on client communication, acquisition strategies, and the significance of listening and empathy in financial advising. He offers advice for young advisors and reflects on the influences that shaped his career, concluding with a discussion on the importance of treating clients with respect and understanding.
If you would like to be a guest
Service owned business
Podcast Closing