Introduction: Welcome back to The Amber Stitt Show! In this episode, we will dive into the fascinating world of financial services. Our host, Amber Stitt, along with her guests, Kyle Christensen, and David Mullen will share their personal stories, insights, and tips for success in this ever-evolving industry. From understanding the importance of mentorship to finding your own unique path, this episode is packed with valuable nuggets of wisdom. So, let's dive in!
1. The Power of Mentorship and Personal Growth: The journey into the financial services arena can be daunting, but our guests highlight the importance of having a mentor. Kyle Christensen, with 23 years of experience as a certified financial planner, emphasizes the need to find the right mentor who can provide guidance and support. He warns against working with subpar general agents in the business. In addition, David Mullen, despite initial setbacks, found success through perseverance and seeking guidance from experienced professionals. This highlights the value of mentorship in this industry where knowledge and guidance are invaluable.
2. No One-Size-Fits-All Approach: Amber and her guests stress the significance of crafting your own unique path within the financial services industry. David Mullen's story speaks volumes in this regard, as he persuaded Kyle to bring him into the business through sheer determination and a desire to make a difference. This shows that anyone, regardless of their background or experience, can find their place and excel in this field. It's all about embracing your strengths, honing your talents, and staying authentic to who you are.
3. Continuous Learning and Collaboration: Our host, Amber Stitt, found great value in actively seeking out like-minded individuals through online groups during the COVID-19 pandemic. Collaboration and brainstorming with others in the industry proved to be immensely beneficial. This reaffirms the idea that surrounding yourself with a community of professionals can help you not only navigate challenges together but also open doors to unexpected opportunities.
4. Building Trust and Providing Valuable Services: In an industry constantly striving to improve its image and attract younger generations, our guests stress the need for trust-building and community engagement. Kyle Christensen's success as a life insurance salesman, despite personal hurdles, highlights the importance of having clear communication skills and providing customers with a sense of trust and security. Additionally, our host emphasizes the significance of focusing on the client and delivering excellent service, regardless of the specific products being offered.
5. Embracing Change and Adapting to New Opportunities: Amber Stitt and her guests understand that the world of financial services is constantly evolving. They emphasize the value of continuous learning and being proactive in educating oneself about new products and legislation. The addition of long-term care products to Amber's expertise, in anticipation of upcoming legislation, demonstrates the importance of staying informed and adapting to new market demands. It's about having your finger on the pulse and ensuring you can provide the best possible solutions for your clients.
Conclusion: The financial services industry is diverse, challenging, and full of opportunities for those with a passion for helping others. Amber Stitt and her guests have provided us with valuable insights into the world of financial services, emphasizing the role of mentorship, personal growth, and finding your own unique path. From collaboration to continuous learning, embracing change, and providing excellent service, these experts offer a roadmap for success in this dynamic industry. So, what are you waiting for? Tune in to The Amber Stitt Show and embark on your own financial services journey today!
Timestamped Overview
[00:02:24] "Financial planner invites partner despite reservations." [00:04:57] Building community is important for success. [00:09:26] Enthusiasm for work, prioritizing family and business. [00:13:13] Specialize in what you like, expand naturally. [00:16:30] Newcomers in financial planning bring value. [00:19:27] Find community, connect, and continue learning. [00:25:15] Dying industry, commoditization, providing more value. [00:26:15] Golf and gun training lead to success.
You can learn more about Kyle and his team here:
For anyone: https://uniqueadvantage.biz/
For Advisors: https://fiveth.co/
How to find Kyle? Kyle's book on Amazon:
https://www.amazon.com/Principles-Based-Planning-Approach-Financial/dp/B09QK5PCCS/ref=sr_1_1?qid=1647301168&refinements=p_27%3AKyle+J+Christensen%2Cp_n_availability%3A2661600011&rnid=2661599011&s=books&sr=1-1&text=Kyle+J+Christensen