In this conversation, hosts Tim and Carter welcome guest Chris Murray. They discuss various topics including golf, personal experiences, and the financial services industry. Chris Murray, shares his journey from being a stay-at-home dad to becoming a financial advisor. He emphasizes the importance of building trust and relationships with clients and educating them about their investments. The conversation also touches on the demographics of Chris's clientele and the benefits of tax-free municipal bonds. Chris Murray discusses the challenges and opportunities presented by COVID-19 in his financial advising business. He explains that while some clients moved out of state, he was still able to work with them remotely using tools like Zoom and Microsoft Teams.
Murray emphasizes the importance of making an impact and leaving a legacy in his work, and he values working with clients who appreciate his approach. He also discusses the concept of success and how it is not solely measured by assets under management, but also by the number of clients who refer to him. The conversation then shifts to the topic of stress and its detrimental effects on financial advisors. Murray highlights the importance of managing stress and shares strategies such as meditation, breathwork, and exercise. The discussion concludes with a conversation about maintaining balance and coordination as one gets older, with suggestions for incorporating yoga, balancing exercises, and plyometrics into a fitness routine.
Story Notes:
- Influencers Event and Retreat Experiences
- Transitioning to the Financial Services Business
- Transitioning to the Financial Services Industry
- The Importance of Authenticity and Connection
- Moving to Colorado and Back to California
- Playing Golf and Building Connections
- Chris's Financial Practice and Clientele
- Transition to the Second Part of the Conversation
- Introduction to the Second Part of the Conversation
- Building Trust and Relationships in the Financial Services Industry
- Managing Expectations and Providing a Safe Place
- The Importance of Educating Clients about Investments
- Working with Clients of Various Demographics
Learn more about Chris Murray here: linkedin.com/in/chris-murraymur
WEALTH: Not getting enough clients? Book a FREE
(https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 15 minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
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#TaxFreeBonds #MunicipalBonds #FinancialAdvisor #InvestmentStrategies #ClientTrust #FinancialPlanning #WealthManagement #StressManagement #HealthyLiving #ClientRelationships #LegacyBuilding #FinancialServices
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