Episode 46 - Interview with Bryan Strike, Planning Guru
from The Josh Scandlen Podcast Hosted by Josh Scandlen
Bryan Strike is one of those professionals many younger planners should mimic in how they conduct themselves in business. He holds almost, if not all, of the most prestigious planning designations available; CPA, CFP, CFA, MsTX, PFS, MS and others. But, even with this pedigree, Bryan is humble enough to realize that being a good financial planner is not about tooting your own horn, it's actually understand your clients. Nothing is more important You want to the client to take action? You need to understand their concerns. That simple. The profession is littered with the smartest minds in around, just ask them and they'll tell you. But these people couldn't sell water to someone stranded in the desert because they lacked the confidence to ask questions. They forget the essential role of a financial planner, understand the client so you can get him/her to take action to better THEIR financial lives. Bryan does this for his clients. And we all can learn from him.
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