In this insightful episode, host Roy Hucke sits down with Ben Sherlock, the newest member of the Credentialed Wealth Advisors team. Ben shares his journey from floating teller to seasoned financial advisor and professional coach. Along the way, he opens up about the lessons learned from his front-row seat to one of the biggest savings and loan failures in the U.S. and his coaching philosophy.
Tune in as Ben discusses how his diverse background uniquely positions him to support clients, and how his personal financial evolution mirrors his commitment to integrity, growth, and lasting client relationships.
🔍 Key Takeaways:
- Ben’s journey from baseball to banking, coaching, and financial advising
- Insights into the coaching mindset and how it enhances financial advising
- The importance of contingency planning for clients and firms alike
💬 Whether you're a financial professional or simply curious about Ben’s inspiring story, this episode is a lessons in resilience, adaptability, and client care.
đź“… Listen now and join the conversation!
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© 2021-2024 Credentialed Wealth Advisors, LLC. All rights reserved. Credentialed Wealth Advisors, LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, past performance is not indicative of future results. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.
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