- [00:02:36] Matt introduces the episode, the Approach Coaching Method, and asks the Kim about her childhood aspirations before diving into the topic.
- [00:08:24] Kim learned about caring relationships and problem-solving from a financial advisor, and shares the experience of the the kindness of a local business owner.
- [00:13:20] Kim discusses how one’s trauma can lead to transformation, and emphasizes the importance of being true to oneself in the face of societal expectations. Kim shares personal struggles with transitioning from a corporate executive to an entrepreneur, and emphasizes the need for financial advisors to focus on emotions rather than product sales. They encourage individuals to look within and be authentic in order to find success.
- [00:23:02] Invest time and effort, do the big work, avoid negativity on public message boards, and focus on building awareness to make a difference.
- [00:31:10] Kim shares how she learned from a failed coaching program and now has a personal coaching process that emphasizes authenticity and only working with clients who are ready.
- [00:39:30] “Push, pull, and participate” in order to grow and succeed. Ego can interfere with strategy.
- [00:44:36] Coaches understand clients’ needs and use “push, pull, and participate” mentality. Advisors can learn from coaches on handling clients and the importance of coaching to manage clients’ savings and needs.
- [00:48:34] Kim discusses the excitement of discovering the unknown and provides a prompt for a single actionable takeaway from the discussion for listeners.
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About the Show
Bridging the Gap is a financial podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology industries to focus on innovating the financial services industry.