Episode 10
The Sea Captain Way for Financial Advisors
Ahoy, listeners! Let's set sail with hosts Phil Bender and Greg Patton as they chart the course to personal and professional growth. In this episode, they unveil their new book, The Sea Captain Way for Financial Advisors, a labor of love merging 30 years of experience into a treasure trove of wisdom for Financial Advisors.
Phil dives into the book's roots, sparked by his grandfather's fiscal teachings. He reveals the transformative power of coaching, recounting how mentorship turned the trajectory of his career.
Key points:
- ∙ Phil and Greg have collaborated on a new book: The Sea Captain Way for Financial Advisors.
- ∙ Phil explains his motivation for writing the book, and who his core influencers have been, including his grandfather and early mentors in his career.
- ∙ Hear Phil and Greg discuss Phil’s invaluable concept of the "quarterly CEO mindset," a proactive business strategy.
- ∙ The pair talk about running a firm vs. a firm running you.
- ∙ Hear more about "one degree shift," and its transformational powers, as well as active listening and what it involves.
- ∙ The book is available on Amazon.
Connect with Phil
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Now Available!
The Sea Captain Way for Financial Advisors
