Winning Teams

Podcast #14: Is there a future for the financial advisor?


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The words “guru” or “industry leader” are bandied around pretty easily but I am honored that in this interview I am talking to a real guru and industry leader in David Woods.
The subject of the interview is: Is there a future for the financial advisor?
Truthfully, I could not interview a more qualified person to discuss this than David! Have a look at his credentials:



* Started his career in insurance in 1961 and went on to form his own business Woods Financial Group in 1987.
* Was the 1st President of the Life and Health Insurance Foundation for Education
* President of the National Association for Advanced Life Underwriting
* Board Member Insurance Marketplace Standards Association
* Top Table Member of the Million Dollar Roundtable
* Received industry’s top award, The John Newton Russell Memorial Award in 1987 in recognition of his contribution to the industry.

In the interview David discusses, among other things:

* Big challenges facing Financial Advisors today
* Why now is a great time to be a FA
* The key things an advisor must do to be successful
* Discusses the importance of independence – or is it?
* How advisors can develop their own USP.

You can catch David’s weekly video commentary show on www.thewealthchannel.com or contact David directly at [email protected].
I am so grateful to David for joining me on this interview – it was a real pleasure and an honor for me.
If you would like to sharpen your skills as a leader and a manager, then why not take advantage of a free 45 minute session which will give you actions you can take straight away to make you more effective. Then go to www.johnmurphyinternational.com/call to schedule that session.

Thanks to Jodey Smith, my podcasting technical genius, who does all the bits I don’t like  – the editing, the uploading etc. He is a gem and can be contacted at JodeySmith.com.
Please subscribe to my podcast in iTunes, and leave a review, as this really helps my podcast get greater recognition.
Subscribe:




  
  



 
The words “guru” or “industry leader” are bandied around pretty easily but I am honored that in this interview I am talking to a real guru and industry leader in David Woods.
The subject of the interview is: Is there a future for the financial advisor?
Truthfully, I could not interview a more qualified person to discuss this than David! Have a look at his credentials:



* Started his career in insurance in 1961 and went on to form his own business Woods Financial Group in 1987.
* Was the 1st President of the Life and Health Insurance Foundation for Education
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Winning TeamsBy John Murphy

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