Building a Purpose-Driven Financial Practice With Craig Wright

Craig Wright is a financial advisor with Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations. He served as the NAIFA Missouri president and is a founding partner of a financial services firm with over 15 years of experience offering fee‑based financial and insurance planning to individuals, families, and small businesses. Craig holds a MBA from Southwest Baptist University.

In this episode…

Finding success in financial services takes more than numbers and strategy — it requires purpose. How do top advisors balance client needs, leadership responsibilities, and community impact to build a practice that truly matters?

According to Craig Wright, a seasoned financial advisor and advocate for servant leadership, purpose-driven success comes from giving freely to others while maintaining focus on clients’ financial well-being. He highlights that engaging in leadership roles and mentorship opportunities not only strengthens the profession but also sharpens skills like time management and delegation. By combining risk management, investment strategies, and a commitment to developing future leaders, he has created a practice that thrives on relationships and community impact. Craig emphasizes that approaching business with service first leads to lasting client trust and professional fulfillment.

In this episode of the Advisor Today podcast, Chris Gandy and Zack Huels sit down with financial advisor Craig Wright to discuss building a purpose-driven financial practice. They explore how leadership and mentorship fuel professional growth, why balancing risk and investment strategies benefits clients, and how AI tools can increase efficiency without losing the human touch. Craig also shares his proudest client success story and advice for future leaders in the industry.