Relationships & Referrals - John Kailunas II & Carlos Guzman - Ep. 45
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Relationships & Referrals - John Kailunas II & Carlos Guzman - Ep. 45
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In this episode of the Catalyst4Growth podcast, host John A. Kailunas II speaks with Carlos Guzman about his journey in wealth management, the importance of sharing experiences, and the surprising joy of being a financial advisor. They discuss the unique niche of working with nurses, the challenges they face, and how building genuine relationships leads to referrals and success in the financial advising business. In this conversation, John A. Kailunas II discusses the intricacies of financial advisory, focusing on the importance of understanding fees, leveraging third-party money management, and building strong client relationships. He emphasizes the need for advisors to engage with clients meaningfully, set clear goals, and maintain authenticity in their interactions. The discussion also touches on growth projections and the unique challenges faced by healthcare professionals in financial planning.
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