In this episode of the C4G Sales Success Podcast, John Kailunas II interviews Jon McCardle from Summit Financial Group. They discuss McCardle's journey in the financial advisory industry, focusing on his niche in serving university employees. The conversation covers the importance of perseverance, the unique financial challenges faced by university personnel, and the significance of building trust through effective communication. McCardle shares insights on niche marketing, the balance between competency and emotional intelligence, and the four seasons of life and career. He emphasizes the need for young advisors to be coachable and hardworking, while also reflecting on the evolving landscape of the financial advisory industry.
If you would like to be a guest
Service owned business
Phone Contact, "We may listen, we may not"
Podcast Closing
