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Schedule Your FREE IT Strategy Analysis: https://gocovi.comChris Odle shares how he went from door-to-door sales rejection to building JLK Financial, a virtual wealth management practice serving clients nationwide. Learn why he believes financial planning and tax strategy must work together, how COVID became the catalyst for launching his own firm, and why relationships matter more than products.=============================Schedule Your FREE IT Strategy Analysis: https://gocovi.com=============================🔑 KEY TAKEAWAYS: ➡️ Financial planning without tax strategy leaves clients exposed to costly mistakes ➡️ COVID eliminated the brick-and-mortar barrier, making virtual practices viable ➡️ Great advisors don't sell products—they listen, then recommend what fits the client's goals ➡️ Building your own business means wearing every hat, but understanding the "why" behind each task makes it bearable ➡️ Patience and rejection build resilience—success takes time, not shortcuts🔈 QUOTES: 🔥 "You can't have financial planning without tax. The two go together because every financial transaction has a tax ramification." 🔥 "I don't sell anything. I sit down and you tell me what you want, and then I go pick out what we need to accomplish it."📲 SOCIAL MEDIA: LinkedIn: https://www.linkedin.com/company/gocovi/ Facebook: https://www.facebook.com/hellocoviHASHTAGS:#TheCOVIWay #FinancialPlanning #VirtualBusiness #Leadership #Entrepreneurship
By COVISchedule Your FREE IT Strategy Analysis: https://gocovi.comChris Odle shares how he went from door-to-door sales rejection to building JLK Financial, a virtual wealth management practice serving clients nationwide. Learn why he believes financial planning and tax strategy must work together, how COVID became the catalyst for launching his own firm, and why relationships matter more than products.=============================Schedule Your FREE IT Strategy Analysis: https://gocovi.com=============================🔑 KEY TAKEAWAYS: ➡️ Financial planning without tax strategy leaves clients exposed to costly mistakes ➡️ COVID eliminated the brick-and-mortar barrier, making virtual practices viable ➡️ Great advisors don't sell products—they listen, then recommend what fits the client's goals ➡️ Building your own business means wearing every hat, but understanding the "why" behind each task makes it bearable ➡️ Patience and rejection build resilience—success takes time, not shortcuts🔈 QUOTES: 🔥 "You can't have financial planning without tax. The two go together because every financial transaction has a tax ramification." 🔥 "I don't sell anything. I sit down and you tell me what you want, and then I go pick out what we need to accomplish it."📲 SOCIAL MEDIA: LinkedIn: https://www.linkedin.com/company/gocovi/ Facebook: https://www.facebook.com/hellocoviHASHTAGS:#TheCOVIWay #FinancialPlanning #VirtualBusiness #Leadership #Entrepreneurship