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5 | Steve Taylor | Mastering the Mindset for Financial Planning Success
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In today's episode of the Wealthy Advisor Mindset podcast, Nina is joined by Steve Taylor, an attorney and certified financial planner as well as the founder and Lead Advisor with Merited Wealth, an investment management and financial planning firm based out of Miami, Florida. Steve shares insights on his career journey and the importance of mindset in financial success. He began as a law practitioner but found his passion in financial planning, overcoming initial struggles and learning from experiences. He believes in holding a strong core belief in one’s ability to succeed, drawing inspiration from seeing others' successes and trusting one’s gut instincts.
Nina and Steve discuss the challenges financial advisors face, particularly in sales and marketing. Steve advises focusing on selling through education and forming genuine connections rather than aggressive sales tactics. He also touches on dealing with rejection, emphasizing that a "no" often means "not now," as well as the importance of resilience in an entrepreneurial journey. They also explore the value of networking. Steve suggests making genuine connections in networking situations and avoiding interactions that feel forced or superficial. Additionally, he talks about the transparency of fees in financial advising, advocating for clear communication of the value provided to clients.
Steve also shares his approach to handling setbacks and the importance of resilience. He advises focusing on learning from setbacks rather than dwelling on them. Nina and Steve discuss the importance of having a supportive personal environment, especially when embarking on entrepreneurial endeavors.
Enjoy!
What You'll Learn in This Episode:
- The role of self-belief in achieving success, especially in the context of financial advising and entrepreneurship.
- How financial advisors can approach sales and marketing by focusing on education and genuine relationships rather than aggressive selling.
- Tips on making authentic connections in networking situations and advice on how to navigate networking events comfortably, even for introverts.
- How to deal with setbacks and failures in business, the importance of learning from these experiences, and moving forward.
- Advice on ensuring a supportive personal environment, particularly the role of family and close relationships in supporting entrepreneurial endeavors.
- And much more...
Resources:
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