The Change Energizer Podcast

Learn how to build a high-trust financial strategy that brings you peace of mind.

In this episode of the Change Energizer podcast, host Scott Carley puts Scott Schiller, a Certified Financial Planner from Platinum Wealth Solutions, in the hot seat. Scott Schiller reveals what it truly takes to build a high-trust financial culture and deliver significant results for clients. He clarifies the role of a financial planner versus an advisor and shares how he navigates emotionally charged situations to bring calm and clarity to his clients' financial lives. The conversation emphasizes the importance of building trust, understanding client goals, transparent communication about fees, and providing steady guidance during market fluctuations. Scott Schiller also discusses the importance of a "personal family office" approach, connecting clients with trusted professionals in tax, legal, and insurance.

Key Takeaways:

• Financial Planner vs. Financial Advisor: A financial planner offers a holistic view of your complete financial picture, handling everything from retirement to college planning, unlike an advisor who might focus on a single aspect.

• The Power of Planning: Hope is not a strategy; planning is. Scott Schiller stresses the importance of tailored financial plans that are living, breathing documents, constantly updated to reflect life changes.

• Building Trust: The core of Scott Schiller's practice is establishing deep trust. He proactively asks about clients' most important goals before discussing numbers, and aims for lifelong client relationships.

• Fiduciary Responsibility: Scott Schiller operates as a true fiduciary, always putting the client's best interest first, with full transparency on all costs and earnings. He explains different fee models (commission, asset-based, hourly) and how he chooses what's best for the client.

• Guidance in Shaky Markets: A key value of a financial planner is providing calm and confident leadership during market turmoil. Scott Schiller emphasizes that long-term returns come more from client behavior management than investment selection, and he proactively communicates with clients during downturns.

• "Personal Family Office" Concept: Scott Schiller advocates for clients to build their own "personal family office" by having a trusted team, including a Certified Financial Planner, a CPA/tax professional, and an estate planning attorney, to ensure comprehensive financial and legal advice.

Learn more about the Hot Seat Certified Pro Interview Package: trustenergizer.com

On this episode of The Change Energizer, host Scott Carley, the Trust Energizer, sits down with Nick Boyd of Confido Commercial Realty. Nick, a specialist in Austin's office and industrial real estate market, shares insights on navigating high-stakes challenges and the importance of trust in business.

Key topics covered:

• Market Expertise: Nick discusses how his deep knowledge of Austin's zoning, trends, and neighborhood dynamics helps clients find the best commercial properties, saving them time and increasing trust.

• Prioritizing Client Needs: He explains his commitment to prioritizing client success over commissions, sharing an example of advising a client to consider other markets for their benefit, even if it meant a potential loss of commission for him.

• Effective Negotiation: Nick highlights his negotiation strategies, emphasizing the importance of understanding a client's definition of success beyond just price, and how he leverages his expertise to secure the best terms.

• Access to Off-Market Deals: He reveals how his extensive network and specialized focus lead to exclusive off-market opportunities, saving clients significant time and money.

• Transparency and Risk Assessment: Nick stresses the importance of honesty about property risks and challenges, giving an example of proactively identifying flood plain issues to protect a client from a costly mistake.

• Building a Strong Network: He shares how his curated network of trusted inspectors, lenders, attorneys, and contractors provides comprehensive support to clients, ensuring successful projects.

• The SIOR Certification: Nick introduces the prestigious Society of Industrial and Office Realtors (SIOR) certification, explaining its history, rigorous ethical standards, and how it demonstrates his commitment to integrity and market knowledge.

Nick concludes by emphasizing that the business should always lead the real estate, advising business owners to focus on what's best for their core operations rather than chasing seemingly good deals.

Learn more about the Hot Seat Certified Pro Interview Package: trustenergizer.com