Episode 8 | Shine Freely Podcast | Vicky Reeves & Clayton Boone, Advisor Coach & Consultant
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Show Notes
Meet Clayton Boone, an energetic entrepreneur whose latest endeavor is a business coaching and consulting practice for financial advisors.
On this episode, Clayton and I talk about managing vs. coaching people, starting a business, working with self-doubt, finding work-life balance, and the role of authenticity in success. We also share some of our own experiences in the great city of Austin around discovering the positive health impacts of meditation and alternative medicine.
If you’re in the wealth management industry, you can learn more about ways Clayton can contribute to your firm’s success at ringthebellcoaching.com
I coach Financial Advisors on:
Filling the funnel through Client and COI referrals
Their sales process, the questions they ask, and the ‘pitch’ they make
Communicating investment concepts and answering client questions
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