In this episode, Jeff and Jeff discuss:
• Having a plan and a strategy in all your financial endeavors.
• Creating space for those things that your clients are highly passionate about (even if they don’t recognize it at first).
• Passing on your values of charity, not just your financials.
• Having meaningful dialogue with your clients.
Key Takeaways:
• A lot of people need to be given permission to utilize money in ways that aren’t just accumulation.
• There are more types of capital than just financial - social, spiritual, intellectual, etc. What kind of legacy are you leaving in those other areas as well?
• Deeper conversations lead to deeper relationships. You need to understand what matters to your clients in all aspects of their lives, not just their financial lives.
• Pick one niche and dominate in that space. People are not going to be offended if they are not part of your niche. Know what you do, and do it well.
"Not only is there not enough charitable giving done at death, but if you're going to give it a death, why not have fun giving it while you're alive." — Jeff Thomas
Connect with Jeff Thomas:
Website: https://www.archetypewealth.com/
Book: Trading-Up: https://www.archetypewealth.com/trading-up?hsLang=en
Podcast: The Generous Business Owner - coming soon!
LinkedIn: https://www.linkedin.com/in/jeff-thomas-952848/
Connect with Jeffrey Concepcion:
Website: https://www.stratoswealthpartners.com
Contact: https://www.stratoswealthpartners.com/contact
Twitter: https://twitter.com/Stratos_Wealth
