Mark Grooters, is interviewed by John Kailunas II. Mark is part of the Regal Apex Group, discusses his background in financial services and the importance of being a sales rep. He emphasizes the need for advisors to be authentic and focus on the client's needs. Mark shares his experience working at Edward Jones and the benefits of their training program, as well as the drawbacks of their strict system. He also highlights the advantages of being an independent advisor, such as having the freedom to choose products and run meetings in their own way. The conversation touches on the importance of aligning with a firm that shares the same values and the need for pragmatic compliance. In this part of the conversation, the hosts discuss the ideal client profile and the importance of firing clients who don't align with the advisor's values. They also share some interesting and humorous stories about their experiences with clients and prospects. The conversation ends with a discussion on the power of gratitude and its role in maintaining a positive mindset.
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