How Young Advisors Can Build Credibility

Building your own book of financial advisory clients is not easy especially when you're young.How do you earn the trust of clients who may be twice your age?In this episode, Brendan Ryan sits down with Kathleen Owings of West Built Financial to discuss how she built credibility early in her career through community leadership and public service. Rather than trying to convince people she was qualified, Kathleen focused on becoming involved in organizations she genuinely cared about. The credibility—and ultimately the business—followed.They discuss:Why building credibility is one of the biggest challenges for young advisorsHow community leadership can accelerate trust and authentic relationshipsWhy the best networking comes from genuine interestsThey also cover other parts of Kathleen's journey including:Lessons from military leadership that still apply to running an advisory firmGrowing from advisor to business owner through delegation and hiringIf you're looking for a more authentic way to grow your business, or build credibility in your community, this episode offers practical ideas.This material is provided for informational purposes only and does not in any sense constitute a solicitation or offer for the purchase or sale of securities nor does it constitute investment advice for any person or a recommendation to take any action. Investment themes and individual securities mentioned may or may not be held in any or all client accounts. The material may contain forward or backward-looking statements regarding intent, beliefs regarding current or past expectations. The views expressed are subject to change based on market and other conditions. The information presented in this report is based on data obtained from third party sources. Although it is believed to be accurate, no representation or warranty is made as to its accuracy or completeness.The views and opinions expressed throughout this presentation are those of the presenter as of date the podcast is episode is published. The opinions or outlooks may change over time with changing market conditions or other relevant variables.Some of our podcast guests may be clients. There was no compensation exchanged for their participation.