In this episode my dad, Andy Karlinski a certified financial planner, and I unlock how he built his business from the ground up and how he got to where he is today as a successful independent CFP who has 30 reps under him and an organization manages over $900M of clients money.
I have been fortunate enough to have his advice and mentorship my entire life, and he has definitely inspired my entrepreneurial spirit. He gives great advice for overcoming “no’s” and setbacks, the importance of goal setting, developing systems and processes early on, and how to stay the course even when you don’t feel like you are getting anywhere.
We also dig into very relevant topics such as the stock market and the volatility it experienced in March 2020, the V-shaped recovery we’ve seen since, as well as how the stock market responded after the presidential election.
I hope you enjoy this episode as much as I did while interviewing Andy.
Connect with Jordie on Instagram @JordieKarlinski or visit www.JordieKarlinski.com
AK Financial Group Website https://www.akfinancialgroup.com/| Contact
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