In this episode of Advisors Unscripted, Marvin Mitchell discusses how was able to join the top 1% of successful financial advisors after growing up homeless while his father was incarcerated. Marvin also talks about the ways he has learned to delegate tasks for optimal business results at his firm, Compass Retirement Solutions. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.

Advisors Unscripted is hosted by Justin Woodbury.

New episodes every Monday!

Please subscribe, rate, and review!

Listen on your favorite podcast app.

Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.

Follow Us on Social Media!

Facebook: facebook.com/advisorsunscripted

Instagram: Instagram.com/ advisorsunscripted

Twitter: twitter.com/advsrsunscrptd

LinkedIn: linkedin.com/ company/advisorsunscripted

*The contents of this podcast are for:

Financial Professional Use Only.

Insurance-only agents are not licensed to offer investment advice.

In today’s Advisors Unscripted, Gabriel S. talks about how prioritizing staff and clients before shareholders has directed his career path, convincing him to start his own firm. His teaching career showed him that when he didn’t promote himself and only provided information of value, people gravitated toward him as potential clients. He also talks about how to push above and beyond the $50 million plateau and into the hundreds of millions. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.

Advisors Unscripted is hosted by Justin Woodbury.

New episodes every Monday!

Please subscribe, rate, and review!

Listen on your favorite podcast app.

Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.

Follow Us on Social Media!

Facebook: facebook.com/advisorsunscripted

Instagram: Instagram.com/ advisorsunscripted

Twitter: twitter.com/advsrsunscrptd

LinkedIn: linkedin.com/ company/advisorsunscripted

*The contents of this podcast are for:

Financial Professional Use Only.

Insurance-only agents are not licensed to offer investment advice.

In today’s Advisors Unscripted, Dr. Nicole S. talks about being on the 73rd floor of the World Trade Center on Sept. 11, 2001. She recounts how her harrowing escape not only changed her life forever, but determined how she would serve others moving forward professionally. As a CFP®, she has helped everyone from church parishioners to public school employees to prison inmates. Her book, “The Quiet Shift,” addresses aging parents and the financial issues that arise around aging. Dr. Nicole also talks about how important niche marketing and expertise are for financial advisors in today’s industry landscape. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.

Advisors Unscripted is hosted by Justin Woodbury.

New episodes every Monday!

Please subscribe, rate, and review!

Listen on your favorite podcast app.

Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.

Follow Us on Social Media!

Facebook: facebook.com/advisorsunscripted

Instagram: Instagram.com/ advisorsunscripted

Twitter: twitter.com/advsrsunscrptd

LinkedIn: linkedin.com/ company/advisorsunscripted

*The contents of this podcast are for:

Financial Professional Use Only.

Insurance-only agents are not licensed to offer investment advice.

In this episode of Advisors Unscripted, Kathy L. talks about her journey from working as a financial advisor right out of college to starting her own firm, which included her writing a book rooted in her blogs. She also explains how women may need more space to acknowledge their emotions when it comes to their finances, because many have not been raised with lessons about managing money. Surrounding yourself with people who are not afraid to give you constructive criticism, Kathy says, has gone a long way to driving her success. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.

Advisors Unscripted is hosted by Justin Woodbury.

New episodes every Monday!

Please subscribe, rate, and review!

Listen on your favorite podcast app.

Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.

Follow Us on Social Media!

Facebook: facebook.com/advisorsunscripted

Instagram: Instagram.com/ advisorsunscripted

Twitter: twitter.com/advsrsunscrptd

LinkedIn: linkedin.com/ company/advisorsunscripted

*The contents of this podcast are for:

Financial Professional Use Only.

Insurance-only agents are not licensed to offer investment advice.

In today’s Advisors Unscripted, Brad S talks about watching “Wall Street Week” as a teenager and thinking that financial literacy should be taught in his public school. This early motivation—the belief there was a real lack of financial education—influenced him to start his own advisory as an adult. He decided he would not impose an asset minimum on his clients because of what once happened to his father, whose advisor refused to help him because, at that time, he didn’t have enough money. Karl says the other factor that helped propel his advisory was to invest in technology from the very start, which enabled him to offer more comprehensive, holistic financial advice. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.

Advisors Unscripted is hosted by Justin Woodbury.

New episodes every Monday!

Please subscribe, rate, and review!

Listen on your favorite podcast app.

Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.

Follow Us on Social Media!

Facebook: facebook.com/advisorsunscripted

Instagram: Instagram.com/ advisorsunscripted

Twitter: twitter.com/advsrsunscrptd

LinkedIn: linkedin.com/ company/advisorsunscripted

*The contents of this podcast are for:

Financial Professional Use Only.

Insurance-only agents are not licensed to offer investment advice.

In this episode of Advisors Unscripted, Mike Z. discusses starting his career in computer science before discovering during a secluded retreat that he wanted to be part of the financial industry. Starting his own firm while pursuing his Series 65 and CFP, however, required some “blissful ignorance” on his part, he says. He also talks about how his YouTube videos have become his top lead generator, and how his wife has made a career of working with special needs children. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.

Advisors Unscripted is hosted by Justin Woodbury.

New episodes every Monday!

Please subscribe, rate, and review!

Listen on your favorite podcast app.

Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.

Follow Us on Social Media!

Facebook: facebook.com/advisorsunscripted

Instagram: Instagram.com/ advisorsunscripted

Twitter: twitter.com/advsrsunscrptd

LinkedIn: linkedin.com/ company/advisorsunscripted

*The contents of this podcast are for:

Financial Professional Use Only.

Insurance-only agents are not licensed to offer investment advice.

In this episode of Advisors Unscripted, Jordan P. talks about how his company formed to serve people who weren't getting access to the traditional financial planning they needed. With this motivation, and by charging a fee but having no minimums, they have been able to do business with their clients’ children, positioning the firm to serve future generations of customers. He also talks about how he has changed the way he relates to members of younger generations and how, the older he gets, the more value he sees in listening and serving as a guide, rather than someone who provides unsolicited answers. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.

Advisors Unscripted is hosted by Justin Woodbury.

New episodes every Monday!

Please subscribe, rate, and review!

Listen on your favorite podcast app.

Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.

Follow Us on Social Media!

Facebook: facebook.com/advisorsunscripted

Instagram: Instagram.com/ advisorsunscripted

Twitter: twitter.com/advsrsunscrptd

LinkedIn: linkedin.com/ company/advisorsunscripted

*The contents of this podcast are for:

Financial Professional Use Only.

Insurance-only agents are not licensed to offer investment advice.

In this week’s episode, we’re revisiting one of Justin’s favorite interviews with advisor Chad Willardson. If you haven’t listened to this episode, this will be a treat; if you already have, we think it’s worth another listen! Chad Willardson talks about the method he used to increase the number of his high-net-worth clients to the level where he is now only working with clients’ whose assets exceed $10 million. As a best-selling author, co-host of the “Smart Money Parenting Show” podcast, Chad also discusses how he used rejections from an early training program to pursue his own path, one that included making literally thousands of phone calls to prospects in a very narrow window of time. In all of Chad’s endeavors, whether playing basketball or losing weight, he’s found that eliminating his ego from his decisions and sticking to his principles have been the keys to his success. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.

Advisors Unscripted is hosted by Justin Woodbury.

New episodes every Monday!

Please subscribe, rate, and review!

Listen on your favorite podcast app.

Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.

Follow Us on Social Media!

Facebook: facebook.com/advisorsunscripted

Instagram: Instagram.com/ advisorsunscripted

Twitter: twitter.com/advsrsunscrptd

LinkedIn: linkedin.com/ company/advisorsunscripted

*The contents of this podcast are for:

Financial Professional Use Only.

Insurance-only agents are not licensed to offer investment advice.