Ep 16: The Art of Client Engagement in Financial Services with Darrin Bearden

Darrin Bearden, MBA, is the Founding Partner of Clear Blue Wealth, and he joins the show today to share his unconventional journey from manufacturing and teaching English in Mexico to becoming a financial advisor. From the pivotal moments that led him to financial planning—including a life-changing realization from Dave Ramsey’s book and an unexpected event that made him rethink his future—to key lessons he's learned along the way, Darrin opens up about his experience growing a financial planning practice.Listen in to learn how he builds long-term client relationships, why he prioritizes comprehensive planning over investment management, and the tools he relies on to streamline his process. You'll hear insights on working with Spanish-speaking clients, overcoming challenges in building a business, and why financial planning is more than just numbers.