7 Minutes to Better Selling Podcast | Ep. 25 || Kristoffer Fu || CSharp Tutorial Video

Welcome to the 7 Minutes to Better Selling Podcast. I'm your host, Colin Lake

President and Founder of Developing the Next Podcast. So, Chris, welcome. Thanks for joining us

Hey, thanks, Colin. Thank you for having me so much. Really appreciate it. Really honored to be

here. Yes, well, we're honored to have you. So, Chris, you are a wealth advisor who has done

amazing things for a large number of individuals, business owners, and so many other people as a

Wealth Advisor, you also have an extraordinarily successful podcast. So my question, which I'm sure

is a question of all the people listening right now, is how do you get to where you were eight

years ago or 10 years ago to where you are today in this wonderful position leading so many

Yeah. I mean, that's one of the questions I love getting asked. I've been doing as a Wealth

advisor for the last 15 years. And I always like to think that this job, this role actually chose

me. And I say that only because, you know, in my younger years, you know, right out of college

I was bad with money. You know, I didn't understand the value of money, didn't balance my checkbook

would overdraft constantly, right? And so it's just ironic in what I do now in helping people

manage their wealth. And I think it was that experience early on, and obviously having great

parents teach me the value of why I need to stay on budget, why I need to keep those things

in check so that I can have good credit and build up the future that I wanted

And so I really feel that it chose me in that sense because it really taught me

early life lesson as far as how important finances is and to pay attention to it

Let say it 2009 We like in the real thick of things The know the recession getting worse markets seeing things happening that it has never seen since the Great Depression

You're starting this business. How successful were you at connecting with prospective clients

and helping them see the value in what you do? What type of emotions they may be going through

right now as their portfolios are going down. And so just trying to make sure that I stay on top of

connecting with them, making sure that we're updating their financial plans so that they

can continue to feel, you know, safe and secure in all the things that they want to accomplish

in the future. So I would say that it's really that, it's just being patient and taking time with

people and really getting an understanding of where they're coming from. Because as a financial

expert, right, I know the things that we should be doing, but for majority of individuals, they don't

they rely on us. So I think we tend to maybe, you know, use our knowledge a little too much

sometimes where we need to bring it back and make things a little bit more relatable for them

and make things more understandable for them. Okay. So maybe just wrapping up the thought

Because, you know, one of the questions I love to ask is, what do you see is the biggest opportunity for salespeople in today's world

I believe what you're what you're saying is is the answer to the question

Be patient. Ask questions. Care about people. You know, am I picking that? Am I picking up what you're putting down

Yeah. I mean, essentially, that's really what it is, because I think it's also because, you know, we live in a world today where we all know this

where information is easily honestly at our fingertips quite literally right on our phones through social media youtube podcasts everything There a lot of information And I think it oftentimes very difficult for people to really decide or you know

figure out what's good information for them that can be applicable in their life

So I think, you know, looking ahead and how to be successful as a salesperson in any, you know, job

I think it comes down to, like you said, patience, but really caring about your clients

And I also want to say is honesty and vulnerability. You know, and what I mean by that is not being afraid to, you know, tell someone if maybe a particular recommendation or investment is not right for them

Even though maybe they may think, oh, my friends and I'm reading on social media that this is a great investment

You know, it's going to hopefully give me a lot of money. But based off of your ysis and conversations from what you gather, I think you have to be able to let them know that sometimes, you know, that's not something that I would recommend for you

And these are the reasons why. Boy, it's no wonder like you've had the success you've had

I'm going to like this is me distilling what I've heard. Patience, that isn't really me distilling

You said that. The other word I hear like coming out is integrity

and not just in what you just said there, but overall, like I'm not going to give you something

just because it can make me a lot of money. It's not consistent with, you know, the overall success

of your plan. And that is, those two things are really hard to find in the sales world

in particular, in the wealth advisor world today. Yeah. I'm, you know, and I think that's

what people really want, you know, to, to be honest is the honesty. Because again, we, we have

so much going on in the world that I think people yearn for that vulnerability that honesty out of everyone You know I that why I love connecting with people on an individual level because once I can make that connection I can sense that honesty

from them and that's where the relationship becomes deeper. But if I don't sense that

honesty, then I don't feel like it's worth a relationship continuing to pursue

Okay. So two final thoughts and both of them are wrap-up thoughts. One is

give us like maybe 30 seconds on your podcast so people can find your podcast and then tell

our listeners where to find you. Like if they're looking for help with wealth

with their in particular wealth advisement or wealth management, how would they find you

So first tell us about, you know, a little brief overview on the podcast and then get us into how

to find you and then we'll wrap up the call. Sure, sure. Yeah. So my podcast is called Succession

spelled S-U-C-C-E-T-I-O-N. And I did that with a purpose, success plus connection

You know, the premise around it is really to have guests and inspiring guests

like how you're doing, Colin, and really passing along valuable information to the listeners

to really find and have passion around what they do and have the belief system in themselves

to really go find and want more out of life. So that's the goal behind it

So I interview a lot of different business owners, successful individuals sharing their life stories

And then as far as my wealth practice, you know, my firm is called Maven Bridge Capital

We're based out of Orange County, California. And you can find us on mavenbridgecapital.com

We're on all social media platforms, Facebook, Instagram, LinkedIn. and as well as a podcast succession is all on Spotify, YouTube, Apple Podcasts, Google Podcasts, all the majors

And good selling, everyone