Communicating your higher calling featuring Chuck Garcia

Episode 46 of the Rethink. Financial Advice podcast, hosted by H. Adam Holt, CFP and Derek N.H. Notman, CFP, titled "Communicating your higher calling featuring Chuck Garcia" was published on May 3, 2023 and runs 33 minutes.

May 3, 2023 ·33m · Rethink. Financial Advice

Summary

How well do you communicate your higher calling as a financial advisor? Communication is an art form that starts when we seek to understand ourselves and those we are talking with. Join us as we chat with master communicator Chuck Garcia who spent many years on Wall Street as well as leading communications for global companies like Bloomberg. Chuck tells us how what happened on 9/11 changed his life and his journey as a mountaineer that helped him find understanding. Learn how to become a better communicator with not just your clients, but friend and family too.Chuck, Adam, and Derek chat about:How you can't change the circumstances in front of you, but you can change yourselfHow most people don't really understand "financial advice" and the importance of educating before advisingSlowing down to seek understanding and that you don't have to agree, or get louder, to have an understandingCommunicating your higher calling as a financial advisor with your clientsGratitude for life, experiences, and survivalAnd a lot more!Resources:Connect with Chuck Garcia on LinkedInFollow Chuck Garcia on TwitterCheck out Chuck’s websiteGet Chuck’s bookFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanTwitter: ConneqtorFacebook: Conneqtor Hosted on Acast. See acast.com/privacy for more information.

Episode Description