Communicating your higher calling featuring Chuck Garcia
Rethink. Financial Advice Podcast
Fintech CEOs Adam Holt & Derek Notman are rethinking what it takes to succeed as a financial advisor in the 21st century
How well do you communicate your higher calling as a financial advisor?
Communication is an art form and starts with seeking to understand ourselves.
Join us as we chat with master communicator and mountaineer Chuck Garcia to learn how 9/11 led him to quit his job and master the art of communication while climbing mountains.
Chuck, H. Adam Holt, CFP?, ChFC? , and Derek N.H. Notman, CFP? cover:
? How you can't change the circumstances in front of you, but you can change yourself
? How most people don't really understand "financial advice" and the importance of educating before advising
? Slowing down to seek understanding and that you don't have to agree, or get louder, to have an understanding
? Communicating your higher calling as a financial advisor with your clients
? Gratitude for life, experiences, and survival
? And a lot more!
Leadership Communication and Emotional Intelligence Public Speaker and Executive Coach, Columbia University Professor, Bestselling Author, Mountaineer
1 年Thank you Derek and Adam for the opportunity to contribute to your program. It was a pleasure to collaborate with you.