In this episode of the C4G podcast, John Kailunas II interviews John Kelly, a seasoned financial advisor from Monroe, Louisiana. They discuss John's journey from running a bookstore to becoming a successful financial advisor, emphasizing the importance of ethical principles, mentorship, and building long-term client relationships. John shares valuable insights on the evolving financial advisory industry, the significance of personal connections, and the lessons learned throughout his career. The conversation highlights the need for advisors to adapt to changing client needs and the importance of providing holistic support beyond just financial planning.

If you would like to be a guest

Service owned business

Podcast Closing