August 21, 2025 • 31 mins
When disaster strikes, how does a community rebuild? Not just structures, but hope, opportunity, and a vision for something better than before? In this compelling conversation with Cory and Justin from Financial Partners Inc, we explore exactly how the Asheville business community is transforming the aftermath of Hurricane Helene into a catalyst for growth and resilience.
As title sponsors of the upcoming WNC Asheville Business Summit, these financial advisors bring a unique perspective on business leadership during crisis recovery. Justin shares remarkable stories from his time as chairman of Western North Carolina's largest food bank, describing how they mobilized a network of 50 area farms to distribute fresh produce just days after the hurricane destroyed their facilities. What was originally planned as a $7 million project requiring years of feasibility studies transformed into a sub-million dollar solution through crisis-inspired innovation.
Beyond community resilience, we dive into what makes Financial Partners Inc successful after nearly four decades in business. Their commitment to community involvement, clear values, and a refined client process has fueled their expansion across multiple regions. Both partners dispel common misconceptions about entrepreneurship, emphasizing that despite challenges, business ownership offers tremendous fulfillment when approached with the right mindset.
The conversation culminates with their BEPIC framework—Bringing energy, Education, Planning, Inspiration, and Commitment—offering valuable insights for any business leader. Their parting wisdom? "Start your business sooner" and "Trust that authenticity attracts the right clients."
Don't miss the WNC Asheville Business Summit where these ideas will be explored in greater depth. Get your tickets at wncsummit.com before they sell out and join a community of forward-thinking leaders turning challenge into opportunity.
Guest Bios
Cory Marlow, MBA, AIF®
Wealth Advisor, President
📧 cmarlow@fpiwealth.com
| 📞 574-264-0621
Cory believes that by understanding where his clients are coming from and where they’re heading, he and his team can provide financial plans tailored to their unique needs. He has a passion for the industry and is honored to guide clients along financial paths designed to help them pursue both short- and long-term goals.
Justin Powell
Wealth Advisor
📧 jpowell@fpiwealth.com
| 📞 828-400-1971
Justin shines a light on what matters most to his clients by developing deep, meaningful relationships. He helps them create and maintain flexible financial plans tailored to their goals—connecting the emotional meaning behind their aspirations with the processes and strategies required to pursue them. He finds great fulfillment in guiding clients toward brighter financial futures through comprehensive planning and heart-centered connection.
Thanks for Listening. You may contact me or our team at https://billgilliland.biz/
All the best!
Bill
Thanks for listening. Please hit the subscribe button, leave us a 5 star review, and share this podcast. You can reach me at williamgilliland@actioncoach.com or at https://billgilliland.biz/
All the best!
Bill
Mark as Played
Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:02):
Hey there, welcome to this week's episode of Epic
Entrepreneurs.
I'm Bill Gilliland with ActionCoach, business Growth Partners,
and today we've got an amazingpodcast for you.
I'm with Corey and Justin fromFinancial Partners Inc.
And they're the title sponsorsfor the WNC Asheville Business
(00:24):
Summit and you need to get outthere and get your tickets now.
It's wncsummitcom andeverything's out there how to
get tickets and everything.
So we're going to talk to thema little bit about what it is.
They do what they've learned,give you some taste for what
it's going to be like and we'lltake it from there.
(00:45):
So welcome guys.
Thanks Bill, thanks Bill.
So I don't know who wants tofield this, but tell us a little
bit about Financial Partners.
Speaker 2 (00:57):
Yeah, I can go.
I suppose that's great.
Yeah, so Financial Partners weare an independent wealth
management and financialplanning organization.
We've been around, oh geez,close to 40 years.
Myself, Corey, I'm here inElkhart, Indiana.
We've got offices in Chicagoand Fort Wayne and, most
(01:20):
recently, welcome Justin to thesquad and he's down in Asheville
, so that's our affiliationthere.
We do everything fromphilanthropy work and tax
planning strategies, full-onwealth management, financial
planning, insurance, you name it.
So we're with LPL Financial,that's our broker dealer, and we
(01:40):
are just basically afull-service brokerage firm.
So thanks for having us.
Speaker 1 (01:45):
Yeah, no, it's awesome.
We really appreciate yougetting behind the Asheville
Business Summit.
It's going to be really, really, really great.
You know, of course, it wasreally great last year and
Justin helped us out last year,but then we had a hurricane
about a month later.
So, it was.
You know, we had great momentumgoing into the fall and then
(02:08):
bam, you know we hit these, sowe're coming out of that.
So why did you guys decide tosupport the summit?
What's that about?
Speaker 3 (02:18):
Okay, I'll take that one, Absolutely.
Yeah, you know, bill, you and Ihave been partnered together in
some way, shape or form, goingback several years now, and I've
always admired how you workwith your clients and you've
helped me a lot as well.
But beyond that just the comingback together after this crisis
(02:39):
of the community and to be andhold space for each other, to to
chart a new path right we wantto be at the forefront of that
and you know we'll talk a littlebit about you know what
conscious leadership looks likeand creating that new path
forward.
Um, there's a kind of a phrase,you know, never let a crisis go
(02:59):
to waste, and I think thebusiness community really has an
opportunity here in Ashevilleto reshape the future, and you
know we want to be a part ofthat.
Speaker 1 (03:10):
Yeah, that's awesome and we really appreciate that.
I mean, the theme is basicallyhow do we take this and make it
a catalyst?
Not how do we, you know, sitaround and say, well, woe is me
because we had a hurricane.
That's not our style anyway.
But it's like, how do we takeit and move forward as a
(03:31):
catalyst for growth, not as athing, so that fits great.
So what are you guys going totalk about?
Speaker 3 (03:41):
Well, we'll get up there, obviously, and introduce
our firm to everybody and who weare, like Corey just did, and
go look a little bit more indepth into you know who our
ideal clients are, you know whatour mission is and what our
values are, and so we'll talk alittle bit about that, and then
(04:01):
that'll segue into aconversation about building
resilience at the intersectionof crisis healing and business
leadership, right?
So we've experienced thiscrisis.
We've had about a year to startthat healing process, and now
what does leadership look likegoing forward coming out of that
(04:22):
?
I'll talk some about theorganizations that I had the
pleasure of being involved with.
At the time of the hurricane, Iwas the chairman of the board of
the largest food bank in thewest side of the state, so we
had Banna Food Bank, which iskind of our umbrella
organization for food insecurity, and their facilities were down
(04:44):
by the river and were washedaway.
So it was us at HCM that kind ofhad to jump into action for
Western North Carolina andthrough our partnerships with 50
area farms, we were able tohave at least in Haywood County.
We were able to have freshproduce out at all the community
centers by day three.
I believe I'll get those numbersbefore I did my talk but really
(05:09):
watching that team, you know,and supporting that team, just
jump into action and use theirnetwork and they're really
pioneering new ways to addressfood insecurity in the form of a
food hub.
And how we took that crisis andall the influx of resources
(05:29):
from the business community,from the philanthropy community,
which were significant, and wewere able to leverage those new
resources into this food hubplan where we were planning on
doing a two-year feasibilitystudy.
It was looking like, you know,a $7 million project from the
ground up and we were able touse this opportunity that came
(05:52):
out of this crisis to do it for,you know, less than a million
dollars and achieve it.
So things like that, storieslike that, whether it's the
Pearl Institute who opened theirdoors to first responders with
free trauma therapy, or whetherit was the Healing Hub, here
comes my little son.
(06:12):
He's going to say hi, he justgot home from school.
Say hi, stephen.
Speaker 1 (06:18):
Hey, stephen, welcome to the podcast perfect timing,
uh.
Speaker 3 (06:28):
So the pearl institute you know the pearl uh
opened their doors and offeringthat trauma therapy, kind of out
of the gate for those that werethe front lines of uh, you know
, pulling, uh, you know, justlong hours and rescue operations
.
Or how I was invited to a, aplace called kripalu, with about
20 other area nonprofit leadersand business and community
leaders, and how we sat for aweek in trauma therapy and in
(06:54):
leadership training and sacredceremony and started to develop
this new way of being incommunity, or at least pulling
forward ways of being incommunity, and how we could be,
have a more resilient structure.
So I'll talk about a few ofthose organizations and what
they're, what they've done, whatthey did, what they've done and
(07:16):
what they plan to do goingforward.
Speaker 1 (07:18):
So yeah, it really was a or is still a you, an
effort between a lot ofconstituencies to continue to
create this catalyst situationfor us.
Let's talk a little bit aboutyour business and some of your
learnings, as because you guysare actually business owners as
(07:40):
well.
So what are, what do you thinksome of the common
misconceptions out there aboutrunning a business are?
Speaker 2 (07:53):
Oh, common misconceptions.
Well, I mean for me and I'llprobably speak for Jess I mean
what we do is extremelyenjoyable and very, very
fulfilling.
You know, meeting individualswho have a need, uncovering
those needs, doing the planningprocess for them and kind of
getting them to their goalsultimately, obviously, which is
(08:15):
retirement or philanthropicgiving or what have you,
whatever it is.
But the business aspect of itobviously is difficult at times,
but that's the minutiae part ofit, right, you know the
accounting stuff and thepaperwork and all that stuff,
and we have tremendous people inplace through financial
partners that help us do thosethings.
(08:35):
And so you know, justin and Iand Scott and Adam and the rest
of the team that are theplanners can focus on the
deliverables of helping ourclients achieve goals.
So I would say the biggestmisconception is you know a lot
of people say that there's tonsof headaches and you know it
might not be worth it.
You know a lot of people saythat there's tons of headaches
(08:55):
and you know it might not beworth it, but I'll tell you that
it's extremely, at least for me, extremely fulfilling and that
would probably be the biggestone that I would, that I would
highlight.
Speaker 1 (09:04):
Yeah.
So so what you're saying ispeople think, well, you get into
business and it's going to be abunch of headaches and it's
going to be hard, but your, yourexperience is, hey, this is
something that's.
That's an awesome experience.
What do you?
I mean, you guys are growing.
What do you attribute thegrowth to?
Speaker 2 (09:22):
Corey, yeah, yeah, I mean I think a lot of it has to
do with focusing on ourdeliverables and our process.
We have a very refined process.
That's extremely refinedprocess.
It's extremely spelled out, um,it's copyrighted, it's called
our bold time formula, so it'sit's easy to understand, uh, for
the prospect and for the client, um, and so I mean I think
(09:46):
that's attributed to a lot ofour growth.
One of the other things too isand I don't know, know, I could
speak for justin, but we're, youknow, we're in the business of
sales sort of um, but I don'tliken us to be sales people, if
that makes any sense um, we liketo do business with folks that
(10:07):
are like-minded and have, youknow, the same goals and
aspirations as we do, um, and Ifeel that that allows us to kind
of figure out who we want towork with and easily identify us
as a firm for individuals thatwant to do business with people
that have those same interestsand desires.
I think one of the other things,too that I'll highlight
(10:29):
specifically to our firm, andone of the things that attracted
me to Justin, was his affinityfor philanthropic giving and
local community support, one ofthe things that is probably the
biggest thing for us iscommunity participation and give
back locally.
Here in the Midwest, you knowwe participate with Junior
(10:50):
Achievement a lot and we haveour own course where we where we
teach financial literacy toyounger students who might not
otherwise get that in in school.
Speaker 1 (11:02):
No well, let's just say they're not going to get it.
Speaker 3 (11:06):
Yeah.
Speaker 1 (11:07):
They're not getting it in school.
Speaker 3 (11:08):
The schools are dropping the ball on that.
Speaker 1 (11:12):
So thank you for jumping in there, yeah.
Speaker 2 (11:14):
Yeah, and I I think that that is, you know, it
lights a fire under us as well,just to cause I don't know if I
speak for you guys, but yeah, Ididn't really get it right.
I mean, it was kind of a lessonthat I had to learn about why
should I be saving forretirement or using my company's
retirement plan, or theimportance of life insurance and
being in the market and allthese things that you know, and
(11:35):
maybe a 5 000 foot view that Igot.
You know where we got incollege and um, probably not
much in high school at all, butum, yes, and I think that's
attributed to a lot of ourgrowth just being present, um,
and and um, you know, visible inthe community yeah, I I'll echo
that, corey.
Speaker 3 (11:59):
Just that community involvement and making sure that
we're taking our resources andputting them back to create
resilience in the community,right?
So that's going to be a bigpart of the last part of my talk
is how we, as business leadersthat's our job is to lift up our
community with our success, andwe saw that in Helene, the
(12:23):
importance of people runningtowards helping others.
And, you know, sometimes ittakes a big crisis to, you know,
remind us of that that we'reactually better together.
Right, we're always bettertogether.
We can reach across aisles, wecan, you know, find common
solutions to, you know, commonproblems.
(12:43):
But the other thing I think keyto growth is values.
Right, you know, just having aset of core values of, you know,
being honorable, being on time,being present, you know, you
know being honorable, being ontime, being present, you know,
being available to our clients.
I think it's a really importantthing Having a great team.
I've just been, you know, soimpressed with FBI's back office
(13:05):
and everybody that we have here.
Yeah, it keeps the wheels onthe bus while we go out and
drive it around right.
Wheels on the bus while we goout and drive it around Right,
so, uh, so yeah, I think it'sjust a lot of alignment, um, and
a lot of uh, um.
He's pot.
Oh, here comes another kid, sothe school's out.
Speaker 1 (13:23):
Well, that brings it.
That brings me to my nextquestion, which is, which is,
basically, I'm interested allthe time in how I mean, you know
you guys work hard, you do alot for your communities, you're
you're, you know you're doing,you know you're you're doing
business.
So how do you balance personallife with the demands of
business?
Speaker 3 (13:41):
Time blocking.
Speaker 2 (13:44):
Yeah, time blocking and really good um support.
Um, you know, I mean I I feelas if we we are very blessed in
the fact that we've got our um,you know, our administrative
support in the background thathandles all the day-to-day uh
phone calls and paperwork whereyou know, justin and us and I
(14:06):
and the advisory team can, can,focus on the deliverables, um,
which makes, uh makes work-lifebalance uh, much better when you
have to focus on things thatyou're not good at, right, and
you can kind of segment thosethings out and and outsource
those, those activities.
And so, um, you know, I'm notgood with paperwork.
(14:27):
Uh, I'm not very good with theorganizational aspect of it.
I'm very good at the wealthmanagement side and, uh, and and
delivering the financial planand all the numbers and things
like that.
And I learned a long time agothat, um, you know, if we, if we
don't segment those things,that you're just going to be
steadily mediocre.
Speaker 1 (14:46):
So you might as well be really good at a couple of
things and and outsource therest, yeah, I've always, yeah,
I've always said you can't dothis stuff by yourself, and so
you know that's the other thing.
So this may be an interestingquestion.
Usually, I ask people whatqualities do you look for in
(15:06):
employees?
But I'm going to ask you adifferent question what
qualities do you look for inclients?
Speaker 3 (15:15):
Yeah, go ahead, justin.
Yes, some of those same things,right?
Set of core values, communityinvolvement, shared interests,
but also success, right.
I focus on kind of that 40 to60 range of business owners and
highly compensated individualsand helping them and their
(15:37):
families leverage that success.
It might be recent success, itmay be going on for a little
while, but, you know, makingsure they're leveraging it
towards their goals.
But an ideal client, too, is apartner.
You know we have it in thetitle, right, it's financial
partners and it's because it isa partnership and it does
require engagement from theclient.
(15:58):
And I think the best clientsare the ones that you know take
a somewhat studious approach tothis with us and are engaged
with us.
And you know a part of theteams.
You know we're working as ateam for their benefit.
Speaker 1 (16:13):
Yeah, I think it has to be that way in professional
services.
I think you know we're workingas a team for their benefit.
Yeah, I think it has to be thatway in professional services.
I think you know you can't youhave to have a client
involvement If they just wantyou to do all the work.
It's not that that, it justdoesn't usually work.
Speaker 3 (16:26):
We're going to need some information.
Well, they got you know.
They still have to make.
They still have to, I mean, youmake recommendations they still
have to make.
Speaker 1 (16:33):
I mean, you make recommendations but they still
have to make decisions.
Yeah, and so what?
Speaker 3 (16:37):
we do is a part of that process, is a fit meeting
to kind of go over what we doand what the expectations are
from us to them and back andforth, so that we can kind of
get the lay of the land, makesure that it's a good fit from a
personal standpoint and thenfrom a professional standpoint
as well.
But, corey, do you want to addanything to that?
Speaker 2 (16:57):
Yeah, I mean, I think too.
I mean what we look for inclients are people that also
want to be advocates for us,right, kind of foster that
partnership through confidenceand mutual growth.
You know we've been fortunateto have very good clients that
um speak highly of us in thecommunity and and refer us um,
(17:18):
refer us um new prospects andclients who generally um have
the same like interests anddesires as those people, cause
they're kind of all hanging out.
Speaker 1 (17:26):
Right Isn't?
Isn't that interesting, right?
Yeah?
Yeah, yeah, yeah, that's good.
All right, let's do a littlebit of a quick fire round.
Each one of you just give me acouple of sentences on this.
So BEPIC is an acronym, so I'llgive you what it is and then
you give me the.
We'll do it Corey, Justin, inthat order.
(17:47):
So we'll let Corey go first andthen Justin, you can give it to
me.
Oh, I've got some time to thinkabout it yeah, yeah, we'll give
you cory's gonna be quick man.
He's from you know, he's fromthe midwest he's got it right.
Yeah, yeah, so the so the so bstands for bring the energy.
So what are a couple, what acouple of your thoughts about
bringing energy um, well, Ithink I'll talk about it two
(18:11):
ways.
Speaker 2 (18:11):
So I think from a client approach standpoint, um,
if you're not energetic in inthe discovery meetings and the
financial planning deliveringmeetings and you don't have some
sort of energy, I think thatreally reflects negatively on on
the advisor and the firm,because it doesn't seem as if
we're we're very excited to dobusiness together, right.
And then same thing can be saidfor you know the staff
(18:35):
internally.
We like to have fun.
We like to have fun here, um,you know, whether it's playing
cards in the office everymorning or going out to lunch
together or hanging out insocial circles together, it's a
very light-hearted uh office.
And, um, all of the staff hereare very similar in personality
(18:56):
types, which I think reflectsfavorably on our firm and is
easily distinguishable when ourclients kind of come in and work
with us.
Speaker 1 (19:05):
For sure, Love it, love it, love it Justin.
Speaker 3 (19:09):
Well, we've often said, bill, you mean business is
energetic, right, it's anexchange of energy.
We've often said, bill, youmean business is energetic,
right, it's an exchange ofenergy.
No-transcript, weighty topicswhat we work with.
(19:38):
So it is important that we, youknow, bring some some brevity,
I think, is the word right, youknow, to where it's not like.
I remember when I was firstgetting started in the business
and this was a big eye-opener,um, and I don't think it spoke
to my energy necessarily, butjust how, at that place, we kind
(19:59):
of marketed ourselves andeverything.
And the woman came in, she satdown at my desk and she said,
justin, I feel like I'm alwayscoming into the funeral home
when I come to see you and I waslike that's not good, we don't
want that, we want you to feelgreat.
And so it was in those momentswhere I, you know, as a young
(20:20):
advisor, I realized the realimportance of being excited
about the work that we do.
And it comes over time, whenyou've worked with clients for a
while and then you've got aplan in action and then you've
been gone doing it for aboutfive years and you can point to
how that plan is really workingin their favor.
And as you get into your careerand you can point to a few of
(20:42):
those successes, it's a loteasier to show up and be excited
.
But it's really important thatyou do Not to say that I didn't
in the beginning, but I thinkit's a little easier after
you've got some success underyour belt.
Speaker 1 (20:52):
Yeah, I also think that sometimes, when you start a
career or a job, we often thinkthat we have to be a certain
way instead of being ourselves,and so that being yourself works
better all the time.
Speaker 3 (21:10):
It took me a while to get there and understand that
blending who I am with what I dois actually the way to go.
It's not that they should beseparated.
If I'm not in a place where Ican be myself, and then maybe
it's time for you know to lookfor something else.
That's really important 100%.
Speaker 1 (21:27):
The E is education.
Thoughts on education.
Speaker 2 (21:32):
Well, I mean, I think as advisors we need to stay
educated, obviously in just thegeneral markets and products and
solutions for our clients, butI think, more importantly, how
we deliver education to ourclients right, Making sure that
they understand what we're doingfor them, you know, so that
there's no blank stare, I mean,you know, just reaffirming, you
know, having them reaffirm thatthey understand the process and
(21:55):
how we do business.
Speaker 1 (21:57):
Yeah, I like that, Justin.
You got anything to add to that?
Speaker 3 (21:59):
Just that we leverage best-in-class software at FPI
to provide that clarity.
If we're educating them, thenwe're providing clarity.
If they're walking out of ouroffice just as, if not more,
confused than, when they walkedin, then we didn't educate them
very well.
So we use a software calledAsset Map.
(22:21):
That's really nice.
It kind of brings everythinginto one page.
If you can envision a MarchMadness bracket, but you're at
the center as the champions andall of your various teams or
your financial teams are workingin the wings, it's really a
great tool to educate on theclient's current situation and
(22:42):
to plan for the future.
Speaker 1 (22:43):
I like that no, I like it.
I like it.
So, uh, yeah, I love it.
The p is planning, so you guysare planners, so what are your
thoughts on planning?
Speaker 2 (22:55):
I mean, I think it's the foundation for our industry.
Um, you know, with the planningprocess is not only data
gathering and fact gathering,but understanding the intrinsic
thoughts on our clients and theway that they feel about markets
and volatility.
And so I think the plan isn'tjust okay.
(23:15):
We're delivering the initialfinancial plan.
It's ongoing, it's living, it'sbreathing.
We revisit it multiple times ayear with all of our clients and
the plan can shift and change.
But if you don't have a plangenerally, it doesn't work out
as well.
Speaker 3 (23:30):
Yeah love it, justin.
It's the value add in ourindustry.
Now, right, you know it used tobe just a lot of the.
Was it a lot of?
What we did was just investmentselection.
But really the value is in theplanning, right, because that
way the investment selection isin the client's best interest,
because all of the data has beengathered and we can make an
(23:52):
educated decision yeah, I loveit.
Speaker 1 (23:54):
Yeah, I love it.
I stands for inspiration.
Speaker 2 (23:56):
Thoughts on inspiration want to go first.
Speaker 3 (24:03):
Inspiration.
Yeah, I'll go first.
It's really important to lookup to people that you're working
with, I think, and I reallylook up to Corey and everything
FPI has built and to be part ofit is awesome and I am inspired
each day to get up and helpclients, and but also I've
(24:27):
inspired in so many other ways.
Right, what we've been throughover the last year here is as
difficult as it's been one ofthe most inspiring experiences
of my entire life to see whatpeople can do when the chips are
down.
So that's my take oninspiration.
Speaker 1 (24:44):
I love it, corey.
Speaker 2 (24:45):
Yeah, I mean, I think I'll go back to your E, right,
we're bringing the energy.
I think without findinginspiration it's hard to be
energetic and whether that be, Imean, justin and I have a
mutual love for music and livemusic and I was just out at our
national conference the last fewdays and saw a couple of couple
of live music concerts and itand it got me inspired again,
right, to be creative and um, tolearn, um and or, or my
(25:09):
children and get ready to goback to school and you know, see
the projects that they bringhome and it's just, uh, you can
find inspiration anywhere, but II think that that that is a
full circle.
Back to you know, beingenergetic and bringing energy.
Speaker 1 (25:22):
I love it, I love it.
Speaker 2 (25:24):
Okay, the last one, c's commitment yeah, I mean as
far as our industry is concerned, I mean we are, we are fully
committed to the planningprocess and and and um, working
with our clients full circle,right.
So we always work hand in handwith their remaining
professional team, right theirattorneys, their CPAs, making
(25:48):
sure everybody's on board andeverybody's committed to that
plan.
And I mean I think without thecommitment at least on that side
, on the individual planningside, things can get a little
off kilter.
And you know, when you losethat kind of commitment and
you've got to have its buy-inright too, even for us and for
(26:11):
the client, the client needs tobuy in and stay committed in
order for us to all besuccessful and get where we're
trying to get to Perfect.
Speaker 3 (26:20):
Yeah, I don't really have anything to add to that.
I was going to talk about howit's the client has to be
committed as well.
But yes, we are.
We are committed to theirsuccess.
Speaker 1 (26:31):
Yeah, I love that, I love that.
So what do you wish somebodyhad told you before.
Speaker 2 (26:43):
Start your business sooner, Be an entrepreneur
sooner.
It's not that scary, it's not abad thing to work for someone
else, but I think being abusiness owner and being able to
do things your own way whetherit's branding and strategy and
marketing, or meeting peoplelike Justin and bringing them on
board and opening an office inAsheville it's liberating, it's
(27:03):
very motivating, and theflexibility that it allows for
again going back to thatwork-life balance it's just
incredible and I don't think Iwould have that if I hadn't been
an entrepreneur and a smallbusiness owner.
Speaker 1 (27:19):
Love it.
Love it, Justin.
What do you wish you had known?
Speaker 3 (27:25):
Or somebody had told you years ago yeah, they
probably told me I wish I hadinternalized it and integrated
it.
But don't take thingspersonally Right, everybody's
got a lot of stuff going on, anda no doesn't mean necessarily
about you.
Maybe just not the right timeto trust more that if you are
(27:51):
being yourself and you are beingauthentic and you've got a
great set of core values andyou're coming at it from the
right place, you will attractthe ideal client for you.
And so I think if I hadunderstand that aspect earlier
on, it would have been a littlebit better.
Speaker 1 (28:07):
I like that Cool.
So what else would you like usto know about you?
Speaker 2 (28:15):
I think we save the good stuff for the summer.
Yeah, I love it, let's makesome stuff out.
Yeah, get a ticket.
Speaker 1 (28:23):
Get a ticket.
Get out there.
Get it out there, yeah.
Speaker 3 (28:26):
You've got to go on our sign-up sheet at the end of
the program.
Speaker 1 (28:30):
So, Justin, if someone's interested in talking
with you, what's the best wayfor them to get a hold of you?
Speaker 3 (28:51):
me, jay Powell, at fpiwealthcom, or they can call
me at 828-400-1971.
And you can also go to ourwebsite, financialpartnerinccom.
It's an awesome website, a lotof great information, just
really really well-designed andkind of walk you through our
process.
It's really great.
Speaker 1 (29:05):
Yeah, and we'll get all that in the show notes.
It'll be great.
It'll be great, Well, fantastic.
This has been fun, it's been alot.
We really appreciate you beingpart of our community and we
appreciate your support of thesummit and we're looking forward
to seeing you and everybodyelse at the summit.
Speaker 3 (29:24):
We're looking forward to having you on our podcast.
Speaker 1 (29:27):
I can't wait.
Speaker 3 (29:28):
That'd be awesome We'll find an investor, so we'll
look forward to that.
This has been a greatconversation.
I really enjoyed it.
Speaker 1 (29:35):
Yeah, Thanks guys.
Speaker 2 (29:37):
Let's thank you.
Speaker 1 (29:39):
Hey, and remember, get out to WNC summitcom.
Get your tickets to theAsheville business summit.
We will sell out, hey, anduntil next time, all the best.
Hey there, welcome to this week's episode of Epic
Entrepreneurs.
I'm Bill Gilliland with ActionCoach, business Growth Partners,
and today we've got an amazingpodcast for you.
I'm with Corey and Justin fromFinancial Partners Inc.
And they're the title sponsorsfor the WNC Asheville Business
(00:24):
Summit and you need to get outthere and get your tickets now.
It's wncsummitcom andeverything's out there how to
get tickets and everything.
So we're going to talk to thema little bit about what it is.
They do what they've learned,give you some taste for what
it's going to be like and we'lltake it from there.
(00:45):
So welcome guys.
Thanks Bill, thanks Bill.
So I don't know who wants tofield this, but tell us a little
bit about Financial Partners.
Speaker 2 (00:57):
Yeah, I can go.
I suppose that's great.
Yeah, so Financial Partners weare an independent wealth
management and financialplanning organization.
We've been around, oh geez,close to 40 years.
Myself, Corey, I'm here inElkhart, Indiana.
We've got offices in Chicagoand Fort Wayne and, most
(01:20):
recently, welcome Justin to thesquad and he's down in Asheville
, so that's our affiliationthere.
We do everything fromphilanthropy work and tax
planning strategies, full-onwealth management, financial
planning, insurance, you name it.
So we're with LPL Financial,that's our broker dealer, and we
(01:40):
are just basically afull-service brokerage firm.
So thanks for having us.
Speaker 1 (01:45):
Yeah, no, it's awesome.
We really appreciate yougetting behind the Asheville
Business Summit.
It's going to be really, really, really great.
You know, of course, it wasreally great last year and
Justin helped us out last year,but then we had a hurricane
about a month later.
So, it was.
You know, we had great momentumgoing into the fall and then
(02:08):
bam, you know we hit these, sowe're coming out of that.
So why did you guys decide tosupport the summit?
What's that about?
Speaker 3 (02:18):
Okay, I'll take that one, Absolutely.
Yeah, you know, bill, you and Ihave been partnered together in
some way, shape or form, goingback several years now, and I've
always admired how you workwith your clients and you've
helped me a lot as well.
But beyond that just the comingback together after this crisis
(02:39):
of the community and to be andhold space for each other, to to
chart a new path right we wantto be at the forefront of that
and you know we'll talk a littlebit about you know what
conscious leadership looks likeand creating that new path
forward.
Um, there's a kind of a phrase,you know, never let a crisis go
(02:59):
to waste, and I think thebusiness community really has an
opportunity here in Ashevilleto reshape the future, and you
know we want to be a part ofthat.
Speaker 1 (03:10):
Yeah, that's awesome and we really appreciate that.
I mean, the theme is basicallyhow do we take this and make it
a catalyst?
Not how do we, you know, sitaround and say, well, woe is me
because we had a hurricane.
That's not our style anyway.
But it's like, how do we takeit and move forward as a
(03:31):
catalyst for growth, not as athing, so that fits great.
So what are you guys going totalk about?
Speaker 3 (03:41):
Well, we'll get up there, obviously, and introduce
our firm to everybody and who weare, like Corey just did, and
go look a little bit more indepth into you know who our
ideal clients are, you know whatour mission is and what our
values are, and so we'll talk alittle bit about that, and then
(04:01):
that'll segue into aconversation about building
resilience at the intersectionof crisis healing and business
leadership, right?
So we've experienced thiscrisis.
We've had about a year to startthat healing process, and now
what does leadership look likegoing forward coming out of that
(04:22):
?
I'll talk some about theorganizations that I had the
pleasure of being involved with.
At the time of the hurricane, Iwas the chairman of the board of
the largest food bank in thewest side of the state, so we
had Banna Food Bank, which iskind of our umbrella
organization for food insecurity, and their facilities were down
(04:44):
by the river and were washedaway.
So it was us at HCM that kind ofhad to jump into action for
Western North Carolina andthrough our partnerships with 50
area farms, we were able tohave at least in Haywood County.
We were able to have freshproduce out at all the community
centers by day three.
I believe I'll get those numbersbefore I did my talk but really
(05:09):
watching that team, you know,and supporting that team, just
jump into action and use theirnetwork and they're really
pioneering new ways to addressfood insecurity in the form of a
food hub.
And how we took that crisis andall the influx of resources
(05:29):
from the business community,from the philanthropy community,
which were significant, and wewere able to leverage those new
resources into this food hubplan where we were planning on
doing a two-year feasibilitystudy.
It was looking like, you know,a $7 million project from the
ground up and we were able touse this opportunity that came
(05:52):
out of this crisis to do it for,you know, less than a million
dollars and achieve it.
So things like that, storieslike that, whether it's the
Pearl Institute who opened theirdoors to first responders with
free trauma therapy, or whetherit was the Healing Hub, here
comes my little son.
(06:12):
He's going to say hi, he justgot home from school.
Say hi, stephen.
Speaker 1 (06:18):
Hey, stephen, welcome to the podcast perfect timing,
uh.
Speaker 3 (06:28):
So the pearl institute you know the pearl uh
opened their doors and offeringthat trauma therapy, kind of out
of the gate for those that werethe front lines of uh, you know
, pulling, uh, you know, justlong hours and rescue operations
.
Or how I was invited to a, aplace called kripalu, with about
20 other area nonprofit leadersand business and community
leaders, and how we sat for aweek in trauma therapy and in
(06:54):
leadership training and sacredceremony and started to develop
this new way of being incommunity, or at least pulling
forward ways of being incommunity, and how we could be,
have a more resilient structure.
So I'll talk about a few ofthose organizations and what
they're, what they've done, whatthey did, what they've done and
(07:16):
what they plan to do goingforward.
Speaker 1 (07:18):
So yeah, it really was a or is still a you, an
effort between a lot ofconstituencies to continue to
create this catalyst situationfor us.
Let's talk a little bit aboutyour business and some of your
learnings, as because you guysare actually business owners as
(07:40):
well.
So what are, what do you thinksome of the common
misconceptions out there aboutrunning a business are?
Speaker 2 (07:53):
Oh, common misconceptions.
Well, I mean for me and I'llprobably speak for Jess I mean
what we do is extremelyenjoyable and very, very
fulfilling.
You know, meeting individualswho have a need, uncovering
those needs, doing the planningprocess for them and kind of
getting them to their goalsultimately, obviously, which is
(08:15):
retirement or philanthropicgiving or what have you,
whatever it is.
But the business aspect of itobviously is difficult at times,
but that's the minutiae part ofit, right, you know the
accounting stuff and thepaperwork and all that stuff,
and we have tremendous people inplace through financial
partners that help us do thosethings.
(08:35):
And so you know, justin and Iand Scott and Adam and the rest
of the team that are theplanners can focus on the
deliverables of helping ourclients achieve goals.
So I would say the biggestmisconception is you know a lot
of people say that there's tonsof headaches and you know it
might not be worth it.
You know a lot of people saythat there's tons of headaches
(08:55):
and you know it might not beworth it, but I'll tell you that
it's extremely, at least for me, extremely fulfilling and that
would probably be the biggestone that I would, that I would
highlight.
Speaker 1 (09:04):
Yeah.
So so what you're saying ispeople think, well, you get into
business and it's going to be abunch of headaches and it's
going to be hard, but your, yourexperience is, hey, this is
something that's.
That's an awesome experience.
What do you?
I mean, you guys are growing.
What do you attribute thegrowth to?
Speaker 2 (09:22):
Corey, yeah, yeah, I mean I think a lot of it has to
do with focusing on ourdeliverables and our process.
We have a very refined process.
That's extremely refinedprocess.
It's extremely spelled out, um,it's copyrighted, it's called
our bold time formula, so it'sit's easy to understand, uh, for
the prospect and for the client, um, and so I mean I think
(09:46):
that's attributed to a lot ofour growth.
One of the other things too isand I don't know, know, I could
speak for justin, but we're, youknow, we're in the business of
sales sort of um, but I don'tliken us to be sales people, if
that makes any sense um, we liketo do business with folks that
(10:07):
are like-minded and have, youknow, the same goals and
aspirations as we do, um, and Ifeel that that allows us to kind
of figure out who we want towork with and easily identify us
as a firm for individuals thatwant to do business with people
that have those same interestsand desires.
I think one of the other things,too that I'll highlight
(10:29):
specifically to our firm, andone of the things that attracted
me to Justin, was his affinityfor philanthropic giving and
local community support, one ofthe things that is probably the
biggest thing for us iscommunity participation and give
back locally.
Here in the Midwest, you knowwe participate with Junior
(10:50):
Achievement a lot and we haveour own course where we where we
teach financial literacy toyounger students who might not
otherwise get that in in school.
Speaker 1 (11:02):
No well, let's just say they're not going to get it.
Speaker 3 (11:06):
Yeah.
Speaker 1 (11:07):
They're not getting it in school.
Speaker 3 (11:08):
The schools are dropping the ball on that.
Speaker 1 (11:12):
So thank you for jumping in there, yeah.
Speaker 2 (11:14):
Yeah, and I I think that that is, you know, it
lights a fire under us as well,just to cause I don't know if I
speak for you guys, but yeah, Ididn't really get it right.
I mean, it was kind of a lessonthat I had to learn about why
should I be saving forretirement or using my company's
retirement plan, or theimportance of life insurance and
being in the market and allthese things that you know, and
(11:35):
maybe a 5 000 foot view that Igot.
You know where we got incollege and um, probably not
much in high school at all, butum, yes, and I think that's
attributed to a lot of ourgrowth just being present, um,
and and um, you know, visible inthe community yeah, I I'll echo
that, corey.
Speaker 3 (11:59):
Just that community involvement and making sure that
we're taking our resources andputting them back to create
resilience in the community,right?
So that's going to be a bigpart of the last part of my talk
is how we, as business leadersthat's our job is to lift up our
community with our success, andwe saw that in Helene, the
(12:23):
importance of people runningtowards helping others.
And, you know, sometimes ittakes a big crisis to, you know,
remind us of that that we'reactually better together.
Right, we're always bettertogether.
We can reach across aisles, wecan, you know, find common
solutions to, you know, commonproblems.
(12:43):
But the other thing I think keyto growth is values.
Right, you know, just having aset of core values of, you know,
being honorable, being on time,being present, you know, you
know being honorable, being ontime, being present, you know,
being available to our clients.
I think it's a really importantthing Having a great team.
I've just been, you know, soimpressed with FBI's back office
(13:05):
and everybody that we have here.
Yeah, it keeps the wheels onthe bus while we go out and
drive it around right.
Wheels on the bus while we goout and drive it around Right,
so, uh, so yeah, I think it'sjust a lot of alignment, um, and
a lot of uh, um.
He's pot.
Oh, here comes another kid, sothe school's out.
Speaker 1 (13:23):
Well, that brings it.
That brings me to my nextquestion, which is, which is,
basically, I'm interested allthe time in how I mean, you know
you guys work hard, you do alot for your communities, you're
you're, you know you're doing,you know you're you're doing
business.
So how do you balance personallife with the demands of
business?
Speaker 3 (13:41):
Time blocking.
Speaker 2 (13:44):
Yeah, time blocking and really good um support.
Um, you know, I mean I I feelas if we we are very blessed in
the fact that we've got our um,you know, our administrative
support in the background thathandles all the day-to-day uh
phone calls and paperwork whereyou know, justin and us and I
(14:06):
and the advisory team can, can,focus on the deliverables, um,
which makes, uh makes work-lifebalance uh, much better when you
have to focus on things thatyou're not good at, right, and
you can kind of segment thosethings out and and outsource
those, those activities.
And so, um, you know, I'm notgood with paperwork.
(14:27):
Uh, I'm not very good with theorganizational aspect of it.
I'm very good at the wealthmanagement side and, uh, and and
delivering the financial planand all the numbers and things
like that.
And I learned a long time agothat, um, you know, if we, if we
don't segment those things,that you're just going to be
steadily mediocre.
Speaker 1 (14:46):
So you might as well be really good at a couple of
things and and outsource therest, yeah, I've always, yeah,
I've always said you can't dothis stuff by yourself, and so
you know that's the other thing.
So this may be an interestingquestion.
Usually, I ask people whatqualities do you look for in
(15:06):
employees?
But I'm going to ask you adifferent question what
qualities do you look for inclients?
Speaker 3 (15:15):
Yeah, go ahead, justin.
Yes, some of those same things,right?
Set of core values, communityinvolvement, shared interests,
but also success, right.
I focus on kind of that 40 to60 range of business owners and
highly compensated individualsand helping them and their
(15:37):
families leverage that success.
It might be recent success, itmay be going on for a little
while, but, you know, makingsure they're leveraging it
towards their goals.
But an ideal client, too, is apartner.
You know we have it in thetitle, right, it's financial
partners and it's because it isa partnership and it does
require engagement from theclient.
(15:58):
And I think the best clientsare the ones that you know take
a somewhat studious approach tothis with us and are engaged
with us.
And you know a part of theteams.
You know we're working as ateam for their benefit.
Speaker 1 (16:13):
Yeah, I think it has to be that way in professional
services.
I think you know we're workingas a team for their benefit.
Yeah, I think it has to be thatway in professional services.
I think you know you can't youhave to have a client
involvement If they just wantyou to do all the work.
It's not that that, it justdoesn't usually work.
Speaker 3 (16:26):
We're going to need some information.
Well, they got you know.
They still have to make.
They still have to, I mean, youmake recommendations they still
have to make.
Speaker 1 (16:33):
I mean, you make recommendations but they still
have to make decisions.
Yeah, and so what?
Speaker 3 (16:37):
we do is a part of that process, is a fit meeting
to kind of go over what we doand what the expectations are
from us to them and back andforth, so that we can kind of
get the lay of the land, makesure that it's a good fit from a
personal standpoint and thenfrom a professional standpoint
as well.
But, corey, do you want to addanything to that?
Speaker 2 (16:57):
Yeah, I mean, I think too.
I mean what we look for inclients are people that also
want to be advocates for us,right, kind of foster that
partnership through confidenceand mutual growth.
You know we've been fortunateto have very good clients that
um speak highly of us in thecommunity and and refer us um,
(17:18):
refer us um new prospects andclients who generally um have
the same like interests anddesires as those people, cause
they're kind of all hanging out.
Speaker 1 (17:26):
Right Isn't?
Isn't that interesting, right?
Yeah?
Yeah, yeah, yeah, that's good.
All right, let's do a littlebit of a quick fire round.
Each one of you just give me acouple of sentences on this.
So BEPIC is an acronym, so I'llgive you what it is and then
you give me the.
We'll do it Corey, Justin, inthat order.
(17:47):
So we'll let Corey go first andthen Justin, you can give it to
me.
Oh, I've got some time to thinkabout it yeah, yeah, we'll give
you cory's gonna be quick man.
He's from you know, he's fromthe midwest he's got it right.
Yeah, yeah, so the so the so bstands for bring the energy.
So what are a couple, what acouple of your thoughts about
bringing energy um, well, Ithink I'll talk about it two
(18:11):
ways.
Speaker 2 (18:11):
So I think from a client approach standpoint, um,
if you're not energetic in inthe discovery meetings and the
financial planning deliveringmeetings and you don't have some
sort of energy, I think thatreally reflects negatively on on
the advisor and the firm,because it doesn't seem as if
we're we're very excited to dobusiness together, right.
And then same thing can be saidfor you know the staff
(18:35):
internally.
We like to have fun.
We like to have fun here, um,you know, whether it's playing
cards in the office everymorning or going out to lunch
together or hanging out insocial circles together, it's a
very light-hearted uh office.
And, um, all of the staff hereare very similar in personality
(18:56):
types, which I think reflectsfavorably on our firm and is
easily distinguishable when ourclients kind of come in and work
with us.
Speaker 1 (19:05):
For sure, Love it, love it, love it Justin.
Speaker 3 (19:09):
Well, we've often said, bill, you mean business is
energetic, right, it's anexchange of energy.
We've often said, bill, youmean business is energetic,
right, it's an exchange ofenergy.
No-transcript, weighty topicswhat we work with.
(19:38):
So it is important that we, youknow, bring some some brevity,
I think, is the word right, youknow, to where it's not like.
I remember when I was firstgetting started in the business
and this was a big eye-opener,um, and I don't think it spoke
to my energy necessarily, butjust how, at that place, we kind
(19:59):
of marketed ourselves andeverything.
And the woman came in, she satdown at my desk and she said,
justin, I feel like I'm alwayscoming into the funeral home
when I come to see you and I waslike that's not good, we don't
want that, we want you to feelgreat.
And so it was in those momentswhere I, you know, as a young
(20:20):
advisor, I realized the realimportance of being excited
about the work that we do.
And it comes over time, whenyou've worked with clients for a
while and then you've got aplan in action and then you've
been gone doing it for aboutfive years and you can point to
how that plan is really workingin their favor.
And as you get into your careerand you can point to a few of
(20:42):
those successes, it's a loteasier to show up and be excited
.
But it's really important thatyou do Not to say that I didn't
in the beginning, but I thinkit's a little easier after
you've got some success underyour belt.
Speaker 1 (20:52):
Yeah, I also think that sometimes, when you start a
career or a job, we often thinkthat we have to be a certain
way instead of being ourselves,and so that being yourself works
better all the time.
Speaker 3 (21:10):
It took me a while to get there and understand that
blending who I am with what I dois actually the way to go.
It's not that they should beseparated.
If I'm not in a place where Ican be myself, and then maybe
it's time for you know to lookfor something else.
That's really important 100%.
Speaker 1 (21:27):
The E is education.
Thoughts on education.
Speaker 2 (21:32):
Well, I mean, I think as advisors we need to stay
educated, obviously in just thegeneral markets and products and
solutions for our clients, butI think, more importantly, how
we deliver education to ourclients right, Making sure that
they understand what we're doingfor them, you know, so that
there's no blank stare, I mean,you know, just reaffirming, you
know, having them reaffirm thatthey understand the process and
(21:55):
how we do business.
Speaker 1 (21:57):
Yeah, I like that, Justin.
You got anything to add to that?
Speaker 3 (21:59):
Just that we leverage best-in-class software at FPI
to provide that clarity.
If we're educating them, thenwe're providing clarity.
If they're walking out of ouroffice just as, if not more,
confused than, when they walkedin, then we didn't educate them
very well.
So we use a software calledAsset Map.
(22:21):
That's really nice.
It kind of brings everythinginto one page.
If you can envision a MarchMadness bracket, but you're at
the center as the champions andall of your various teams or
your financial teams are workingin the wings, it's really a
great tool to educate on theclient's current situation and
(22:42):
to plan for the future.
Speaker 1 (22:43):
I like that no, I like it.
I like it.
So, uh, yeah, I love it.
The p is planning, so you guysare planners, so what are your
thoughts on planning?
Speaker 2 (22:55):
I mean, I think it's the foundation for our industry.
Um, you know, with the planningprocess is not only data
gathering and fact gathering,but understanding the intrinsic
thoughts on our clients and theway that they feel about markets
and volatility.
And so I think the plan isn'tjust okay.
(23:15):
We're delivering the initialfinancial plan.
It's ongoing, it's living, it'sbreathing.
We revisit it multiple times ayear with all of our clients and
the plan can shift and change.
But if you don't have a plangenerally, it doesn't work out
as well.
Speaker 3 (23:30):
Yeah love it, justin.
It's the value add in ourindustry.
Now, right, you know it used tobe just a lot of the.
Was it a lot of?
What we did was just investmentselection.
But really the value is in theplanning, right, because that
way the investment selection isin the client's best interest,
because all of the data has beengathered and we can make an
(23:52):
educated decision yeah, I loveit.
Speaker 1 (23:54):
Yeah, I love it.
I stands for inspiration.
Speaker 2 (23:56):
Thoughts on inspiration want to go first.
Speaker 3 (24:03):
Inspiration.
Yeah, I'll go first.
It's really important to lookup to people that you're working
with, I think, and I reallylook up to Corey and everything
FPI has built and to be part ofit is awesome and I am inspired
each day to get up and helpclients, and but also I've
(24:27):
inspired in so many other ways.
Right, what we've been throughover the last year here is as
difficult as it's been one ofthe most inspiring experiences
of my entire life to see whatpeople can do when the chips are
down.
So that's my take oninspiration.
Speaker 1 (24:44):
I love it, corey.
Speaker 2 (24:45):
Yeah, I mean, I think I'll go back to your E, right,
we're bringing the energy.
I think without findinginspiration it's hard to be
energetic and whether that be, Imean, justin and I have a
mutual love for music and livemusic and I was just out at our
national conference the last fewdays and saw a couple of couple
of live music concerts and itand it got me inspired again,
right, to be creative and um, tolearn, um and or, or my
(25:09):
children and get ready to goback to school and you know, see
the projects that they bringhome and it's just, uh, you can
find inspiration anywhere, but II think that that that is a
full circle.
Back to you know, beingenergetic and bringing energy.
Speaker 1 (25:22):
I love it, I love it.
Speaker 2 (25:24):
Okay, the last one, c's commitment yeah, I mean as
far as our industry is concerned, I mean we are, we are fully
committed to the planningprocess and and and um, working
with our clients full circle,right.
So we always work hand in handwith their remaining
professional team, right theirattorneys, their CPAs, making
(25:48):
sure everybody's on board andeverybody's committed to that
plan.
And I mean I think without thecommitment at least on that side
, on the individual planningside, things can get a little
off kilter.
And you know, when you losethat kind of commitment and
you've got to have its buy-inright too, even for us and for
(26:11):
the client, the client needs tobuy in and stay committed in
order for us to all besuccessful and get where we're
trying to get to Perfect.
Speaker 3 (26:20):
Yeah, I don't really have anything to add to that.
I was going to talk about howit's the client has to be
committed as well.
But yes, we are.
We are committed to theirsuccess.
Speaker 1 (26:31):
Yeah, I love that, I love that.
So what do you wish somebodyhad told you before.
Speaker 2 (26:43):
Start your business sooner, Be an entrepreneur
sooner.
It's not that scary, it's not abad thing to work for someone
else, but I think being abusiness owner and being able to
do things your own way whetherit's branding and strategy and
marketing, or meeting peoplelike Justin and bringing them on
board and opening an office inAsheville it's liberating, it's
(27:03):
very motivating, and theflexibility that it allows for
again going back to thatwork-life balance it's just
incredible and I don't think Iwould have that if I hadn't been
an entrepreneur and a smallbusiness owner.
Speaker 1 (27:19):
Love it.
Love it, Justin.
What do you wish you had known?
Speaker 3 (27:25):
Or somebody had told you years ago yeah, they
probably told me I wish I hadinternalized it and integrated
it.
But don't take thingspersonally Right, everybody's
got a lot of stuff going on, anda no doesn't mean necessarily
about you.
Maybe just not the right timeto trust more that if you are
(27:51):
being yourself and you are beingauthentic and you've got a
great set of core values andyou're coming at it from the
right place, you will attractthe ideal client for you.
And so I think if I hadunderstand that aspect earlier
on, it would have been a littlebit better.
Speaker 1 (28:07):
I like that Cool.
So what else would you like usto know about you?
Speaker 2 (28:15):
I think we save the good stuff for the summer.
Yeah, I love it, let's makesome stuff out.
Yeah, get a ticket.
Speaker 1 (28:23):
Get a ticket.
Get out there.
Get it out there, yeah.
Speaker 3 (28:26):
You've got to go on our sign-up sheet at the end of
the program.
Speaker 1 (28:30):
So, Justin, if someone's interested in talking
with you, what's the best wayfor them to get a hold of you?
Speaker 3 (28:51):
me, jay Powell, at fpiwealthcom, or they can call
me at 828-400-1971.
And you can also go to ourwebsite, financialpartnerinccom.
It's an awesome website, a lotof great information, just
really really well-designed andkind of walk you through our
process.
It's really great.
Speaker 1 (29:05):
Yeah, and we'll get all that in the show notes.
It'll be great.
It'll be great, Well, fantastic.
This has been fun, it's been alot.
We really appreciate you beingpart of our community and we
appreciate your support of thesummit and we're looking forward
to seeing you and everybodyelse at the summit.
Speaker 3 (29:24):
We're looking forward to having you on our podcast.
Speaker 1 (29:27):
I can't wait.
Speaker 3 (29:28):
That'd be awesome We'll find an investor, so we'll
look forward to that.
This has been a greatconversation.
I really enjoyed it.
Speaker 1 (29:35):
Yeah, Thanks guys.
Speaker 2 (29:37):
Let's thank you.
Speaker 1 (29:39):
Hey, and remember, get out to WNC summitcom.
Get your tickets to theAsheville business summit.
We will sell out, hey, anduntil next time, all the best.
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