Episode 067: Effective communication is the bridge that connects financial experts with clients who may feel overwhelmed by financial jargon. Translating financial concepts into clear, relatable language closes the gap between technical knowledge and client understanding, laying the groundwork for successful partnerships and empowering clients to make better financial decisions.

This week, Kyle Van Pelt talks with Paula Nangle, President and Senior Wealth Advisor at Marshall Financial. Paula focuses on instilling the values that have guided Marshall Financial for more than 40 years. She talks with Kyle about how she transitioned from pharmaceuticals to financial services, and her experiences navigating cultural shifts, overcoming communication barriers, and building meaningful client connections. Paula also dives into her passion for teaching financial planning concepts, and shares her take on the industry's future.

In this episode:

Key Takeaways

Quotes

[12:55] - "The RIA has evolved where there are more enterprise firms. So, not everyone needs to be a salesman to be successful as a financial advisor." ~ Paula Nangle

[16:40] - "Every year, we get a valuation of our company to know what it's worth. So, it's very data-driven, and it comes from a lot of different sources. Milemarker helps clients pull all that complex data together." ~ Paula Nangle

[25:47] - "AI is a whole new ballgame. I don't think we're going to see the obsolescence of human financial advisors. I think clients are going to crave human connection even more, and I believe these tools will allow us to deliver a more personalized experience." ~ Paula Nangle

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