In today’s episode, I’m joined by Evan Beach, CFP® and Director of Wealth Advisory at Campbell Wealth Management, where he is responsible for new client financial planning and existing client education.
Evan shares how and why he began drawing pictures to get his desired message across and how it has shaped his unique process for helping others. We dive into the message behind his article on the psychology and science of persuasion, the perception of scarcity surrounding advisors, and how other financial advisors can use this to gain clients. We also talk about learning how to attach value to limiting your calendar and being intentional with your time and your business.
Evan Beach Bio:
Evan is a CERTIFIED FINANCIAL PLANNER™ professional and the Director of Wealth Advisory at Campbell Wealth Management. His team is responsible for new-client financial planning and existing-client education.
A native of Bethesda, MD, Evan has spent almost his entire life in the capital region. He currently lives in Old Town, Alexandria, with his wife Ali, daughter Viv, and dog Tenley. Ali is a kindergarten teacher at St. Stephen’s & St. Agnes School in Alexandria and was an All-American field hockey goalie, helping the University of Maryland win three national titles. While not nearly as athletically gifted as his wife, Evan grew up playing competitive soccer and continues to play in adult leagues in the District.
At the age of 26, Evan earned his CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning, becoming one of only 3.3% of CFP® practitioners in their twenties as of May 31, 2015, as determined by the CFP® Board. He is a graduate of the University of Delaware, the College for Financial Planning, and Georgetown University.
Evan is well-known in the industry for his experience in retirement income and tax planning as well as practice management. He is a contributing columnist for Kiplinger and the Journal of Financial Planning. Evan has conducted more than 500 live retirement planning sessions and currently serves as a special topics instructor at Texas Tech University’s undergraduate and graduate personal financial planning programs. Evan is a frequent contributor and has been published on Yahoo Finance, CNBC, Credit.com, TheStreet.com, Bloomberg, and U.S. News and World Report, among others.
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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.