29 min

#6 Never Settle for Marginally Satisfying Clients w/ John Kennedy, Partner and Certified Financial Planner at CandorPath Financial Financial Advisor's Workshop with Brian Kasal

    • Investing

Download our FREE Guide on “How To Reach $100M+ In Managed Assets” by going to https://www.financialadvisorsworkshop.com/

John Kennedy (https://www.linkedin.com/in/john-kennedy-cfp%C2%AE-715a6a19/) is a partner and Certified Financial Planner at CandorPath Financial. He provides expert guidance to families and business owners on their journey to financial success. In this episode, we talk about how he started in the industry and his AHA moment in his Financial Advising career. Finally, he shares his secrets to maintaining and connecting with his clients every day.

https://www.linkedin.com/in/john-kennedy-cfp%C2%AE-715a6a19/

https://candorpath.com/

To see short videos of all our best Financial Advisor Workshop tips follow us on:

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop

TikTok: https://www.tiktok.com/@faworkshop

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

Twitter: https://twitter.com/FAsWorkshop

iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Website: https://www.financialadvisorsworkshop.com/

Interested in working at FourStar: https://fourstarwealth.com/Advisors

Download our FREE Guide on “How To Reach $100M+ In Managed Assets” by going to https://www.financialadvisorsworkshop.com/

John Kennedy (https://www.linkedin.com/in/john-kennedy-cfp%C2%AE-715a6a19/) is a partner and Certified Financial Planner at CandorPath Financial. He provides expert guidance to families and business owners on their journey to financial success. In this episode, we talk about how he started in the industry and his AHA moment in his Financial Advising career. Finally, he shares his secrets to maintaining and connecting with his clients every day.

https://www.linkedin.com/in/john-kennedy-cfp%C2%AE-715a6a19/

https://candorpath.com/

To see short videos of all our best Financial Advisor Workshop tips follow us on:

Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop

TikTok: https://www.tiktok.com/@faworkshop

YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw

Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop

Twitter: https://twitter.com/FAsWorkshop

iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408

Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE

Website: https://www.financialadvisorsworkshop.com/

Interested in working at FourStar: https://fourstarwealth.com/Advisors

29 min