Welcome to the FAST Podcast — Financial Advisor Strategy Talks with Dean Thurman and Candace Byrnes. Listen in as they provide advisors with an opportunity to hear from some of the best minds in the business. Follow along to learn quick tips to help you grow your business — from gaining new leads to keeping current clients engaged and everything in between.
FAST Podcast - Financial Advisor Strategy Talks
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Podcast Overview
Welcome to the FAST Podcast — Financial Advisor Strategy Talks with Dean Thurman and Candace Byrnes. Listen in as they provide advisors with an opportunity to hear from some of the best minds in the business. Follow along to learn quick tips to help you grow your business — from gaining new leads to keeping current clients engaged and everything in between.
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10/7/2022
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Recent Episodes
July 10, 2024
Choosing the Right Path: Individual Practitioner or Multi-Advisor Business with Dean and Candace (Ep. 42)
<div class="OutlineElement Ltr SCXW169589083 BCX0"> <p class="Paragraph SCXW169589083 BCX0"><span class= "TextRun SCXW169589083 BCX0" lang="EN-US" xml:lang="EN-US" data-contrast="none"><span class= "NormalTextRun SCXW169589083 BCX0">There is no right or wrong way to develop a career as a financial advisor;</span> <span class= "NormalTextRun SCXW169589083 BCX0">it’s</span> <span class= "NormalTextRun SCXW169589083 BCX0">about finding what is right for you.</span></span><span class="EOP SCXW169589083 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </div> <div class="OutlineElement Ltr SCXW169589083 BCX0"> <p class="Paragraph SCXW169589083 BCX0"><span class= "TextRun SCXW169589083 BCX0" lang="EN-US" xml:lang="EN-US" data-contrast="none"><span class= "NormalTextRun SCXW169589083 BCX0">In this episode, Candace and Dean discuss the major inflection points in a financial advisor’s career and the different paths one can take within the industry. They explore the pros and cons of being an individual practitioner or</span> <span class= "NormalTextRun SCXW169589083 BCX0">operating</span> <span class= "NormalTextRun SCXW169589083 BCX0">a multi-advisor business, as well as the importance of finding the right fit and working with good people. </span></span><span class= "EOP SCXW169589083 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </div> <div class="OutlineElement Ltr SCXW169589083 BCX0"> <p class="Paragraph SCXW169589083 BCX0"><span class= "EOP SCXW169589083 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </div> <div class="OutlineElement Ltr SCXW169589083 BCX0"> <p class="Paragraph SCXW169589083 BCX0"><span class= "TextRun MacChromeBold SCXW169589083 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW169589083 BCX0">Connect with Dean Thurman:</span></span><span class="EOP SCXW169589083 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </div> <div class="OutlineElement Ltr SCXW169589083 BCX0"> <p class="Paragraph SCXW169589083 BCX0"><a class= "Hyperlink SCXW169589083 BCX0" href= "https://www.linkedin.com/in/deanthurman/" target="_blank" rel= "noreferrer noopener"><span class= "TextRun Underlined SCXW169589083 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW169589083 BCX0" data-ccp-charstyle= "Hyperlink">LinkedIn: Dean Thurman</span></span></a><span class= "EOP SCXW169589083 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </div> <div class="OutlineElement Ltr SCXW169589083 BCX0"> <p class="Paragraph SCXW169589083 BCX0"><a class= "Hyperlink SCXW169589083 BCX0" href="https://www.whiteglove.com/" target="_blank" rel="noreferrer noopener"><span class= "TextRun Underlined SCXW169589083 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW169589083 BCX0" data-ccp-charstyle= "Hyperlink">White Glove</span></span></a><span class= "EOP SCXW169589083 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </div> <div class="OutlineElement Ltr SCXW169589083 BCX0"> <p class="Paragraph SCXW169589083 BCX0"><a class= "Hyperlink SCXW169589083 BCX0" href= "https://www.investwisefinancial.com/" target="_blank" rel= "noreferrer noopener"><span class= "TextRun Underlined SCXW169589083 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW169589083 BCX0" data-ccp-charstyle= "Hyperlink">InvestWise</span> <span class= "NormalTextRun SCXW169589083 BCX0" data-ccp-charstyle= "Hyperlink">Financial</span></span></a><span class= "TextRun SCXW169589083 BCX0" lang="EN-US" xml:lang="EN-US" data-contrast="none"><span class= "NormalTextRun SCXW169589083 BCX0"> </span></span><span class= "EOP SCXW169589083 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </div> <div class="OutlineElement Ltr SCXW169589083 BCX0"> <p class="Paragraph SCXW169589083 BCX0"><span class= "EOP SCXW169589083 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </div> <div class="OutlineElement Ltr SCXW169589083 BCX0"> <p class="Paragraph SCXW169589083 BCX0"><span class= "TextRun MacChromeBold SCXW169589083 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW169589083 BCX0">Connect with Candace Byrnes:</span></span><span class="EOP SCXW169589083 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </div> <div class="OutlineElement Ltr SCXW169589083 BCX0"> <p class="Paragraph SCXW169589083 BCX0"><a class= "Hyperlink SCXW169589083 BCX0" href= "https://www.linkedin.com/in/candace-byrnes-696ab0194/" target= "_blank" rel="noreferrer noopener"><span class= "TextRun Underlined SCXW169589083 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW169589083 BCX0" data-ccp-charstyle= "Hyperlink">LinkedIn: Candace Byrnes</span></span></a><span class= "EOP SCXW169589083 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </div> <div class="OutlineElement Ltr SCXW169589083 BCX0"> <p class="Paragraph SCXW169589083 BCX0"><a class= "Hyperlink SCXW169589083 BCX0" href="https://www.whiteglove.com/" target="_blank" rel="noreferrer noopener"><span class= "TextRun Underlined SCXW169589083 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW169589083 BCX0" data-ccp-charstyle= "Hyperlink">White Glove</span></span></a><span class= "EOP SCXW169589083 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </div> <div class="OutlineElement Ltr SCXW169589083 BCX0"> <p class="Paragraph SCXW169589083 BCX0"><span class= "EOP SCXW169589083 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </div> <div class="OutlineElement Ltr SCXW169589083 BCX0"> <p class="Paragraph SCXW169589083 BCX0"><span class= "TextRun MacChromeBold SCXW169589083 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW169589083 BCX0">Register for Host University:</span></span><span class= "LineBreakBlob BlobObject DragDrop SCXW169589083 BCX0"><span class= "SCXW169589083 BCX0"> </span><br class= "SCXW169589083 BCX0" /></span><a class= "Hyperlink SCXW169589083 BCX0" href="https://hubs.la/Q02FQxSt0" target="_blank" rel="noreferrer noopener"><span class= "TextRun Underlined SCXW169589083 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW169589083 BCX0" data-ccp-charstyle= "Hyperlink">Host University</span></span></a><span class= "EOP SCXW169589083 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </div>
June 19, 2024
The Secrets to Making a Stellar First-Impression with Patrick Durst (Ep. 41)
<div class="SCXW29683835 BCX0"> <div class="OutlineElement Ltr SCXW29683835 BCX0"> <p class="Paragraph SCXW29683835 BCX0"><span class= "TextRun SCXW29683835 BCX0" lang="EN-US" xml:lang="EN-US" data-contrast="none"><span class= "NormalTextRun SCXW29683835 BCX0">In this episode of the FAST Podcast, we dive into the art of making a stellar first impression with our guest, Patrick Durst. </span></span><span class= "EOP SCXW29683835 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </div> <div class="OutlineElement Ltr SCXW29683835 BCX0"> <p class="Paragraph SCXW29683835 BCX0"><span class= "TextRun SCXW29683835 BCX0" lang="EN-US" xml:lang="EN-US" data-contrast="none"><span class= "NormalTextRun SCXW29683835 BCX0">Patrick shares insights on mastering the first-time appointment, emphasizing how crucial it is to decide on your desired</span> <span class= "NormalTextRun SCXW29683835 BCX0">perception</span> <span class= "NormalTextRun SCXW29683835 BCX0">and target audience. This conversation reveals strategies to transform leads into loyal clients. </span></span><span class="EOP SCXW29683835 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </div> <div class="OutlineElement Ltr SCXW29683835 BCX0"> <p class="Paragraph SCXW29683835 BCX0"><span class= "TextRun SCXW29683835 BCX0" lang="EN-US" xml:lang="EN-US" data-contrast="none"><span class= "NormalTextRun SCXW29683835 BCX0">You’ll</span> <span class= "NormalTextRun SCXW29683835 BCX0">also discover one of Patrick’s standout tactics: offering customized reports as a complimentary service to the community, a powerful method for lead generation.</span> <span class= "NormalTextRun SCXW29683835 BCX0">Don’t</span> <span class= "NormalTextRun SCXW29683835 BCX0">miss this episode packed with practical advice and proven techniques. </span></span><span class="EOP SCXW29683835 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </div> <div class="OutlineElement Ltr SCXW29683835 BCX0"> <p class="Paragraph SCXW29683835 BCX0"><span class= "TextRun SCXW29683835 BCX0" lang="EN-US" xml:lang="EN-US" data-contrast="none"><span class= "NormalTextRun SCXW29683835 BCX0">Tune in to the FAST Podcast today and unlock Patrick</span> <span class= "NormalTextRun SCXW29683835 BCX0">Durst’s</span> <span class= "NormalTextRun SCXW29683835 BCX0">secrets to success!</span></span><span class="EOP SCXW29683835 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </div> <div class="OutlineElement Ltr SCXW29683835 BCX0"> <p class="Paragraph SCXW29683835 BCX0"><span class= "EOP SCXW29683835 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </div> <div class="OutlineElement Ltr SCXW29683835 BCX0"> <p class="Paragraph SCXW29683835 BCX0"><span class= "TextRun MacChromeBold SCXW29683835 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW29683835 BCX0">Connect with Dean Thurman: </span></span><span class="EOP SCXW29683835 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </div> <div class="ListContainerWrapper SCXW29683835 BCX0"> <ul class="BulletListStyle1 SCXW29683835 BCX0" role="list"> <li class="OutlineElement Ltr SCXW29683835 BCX0" role="listitem" data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props= "{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="1" data-aria-level="1"> <p class="Paragraph SCXW29683835 BCX0"><a class= "Hyperlink SCXW29683835 BCX0" href= "https://www.linkedin.com/in/deanthurman/" target="_blank" rel= "noreferrer noopener"><span class= "TextRun Underlined SCXW29683835 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW29683835 BCX0" data-ccp-charstyle= "Hyperlink">LinkedIn: Dean Thurman</span></span></a><span class= "EOP SCXW29683835 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </li> <li class="OutlineElement Ltr SCXW29683835 BCX0" role="listitem" data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props= "{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="2" data-aria-level="1"> <p class="Paragraph SCXW29683835 BCX0"><a class= "Hyperlink SCXW29683835 BCX0" href="https://www.whiteglove.com/" target="_blank" rel="noreferrer noopener"><span class= "TextRun Underlined SCXW29683835 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW29683835 BCX0" data-ccp-charstyle= "Hyperlink">White Glove</span></span></a><span class= "EOP SCXW29683835 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </li> <li class="OutlineElement Ltr SCXW29683835 BCX0" role="listitem" data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props= "{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="3" data-aria-level="1"> <p class="Paragraph SCXW29683835 BCX0"><a class= "Hyperlink SCXW29683835 BCX0" href= "https://www.investwisefinancial.com/" target="_blank" rel= "noreferrer noopener"><span class= "TextRun Underlined SCXW29683835 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW29683835 BCX0" data-ccp-charstyle= "Hyperlink">InvestWise</span> <span class= "NormalTextRun SCXW29683835 BCX0" data-ccp-charstyle= "Hyperlink">Financial</span></span></a><span class= "EOP SCXW29683835 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </li> </ul> </div> <div class="OutlineElement Ltr SCXW29683835 BCX0"> <p class="Paragraph SCXW29683835 BCX0"><span class= "TextRun MacChromeBold SCXW29683835 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW29683835 BCX0">Connect with Candace Byrnes:</span></span><span class="EOP SCXW29683835 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </div> <div class="ListContainerWrapper SCXW29683835 BCX0"> <ul class="BulletListStyle1 SCXW29683835 BCX0" role="list"> <li class="OutlineElement Ltr SCXW29683835 BCX0" role="listitem" data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props= "{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="4" data-aria-level="1"> <p class="Paragraph SCXW29683835 BCX0"><a class= "Hyperlink SCXW29683835 BCX0" href= "https://www.linkedin.com/in/candace-byrnes-696ab0194/" target= "_blank" rel="noreferrer noopener"><span class= "TextRun Underlined SCXW29683835 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW29683835 BCX0" data-ccp-charstyle= "Hyperlink">LinkedIn: Candace Byrnes</span></span></a><span class= "EOP SCXW29683835 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </li> <li class="OutlineElement Ltr SCXW29683835 BCX0" role="listitem" data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props= "{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="5" data-aria-level="1"> <p class="Paragraph SCXW29683835 BCX0"><a class= "Hyperlink SCXW29683835 BCX0" href="https://www.whiteglove.com/" target="_blank" rel="noreferrer noopener"><span class= "TextRun Underlined SCXW29683835 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW29683835 BCX0" data-ccp-charstyle= "Hyperlink">White Glove</span></span></a><span class= "EOP SCXW29683835 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </li> </ul> </div> <div class="OutlineElement Ltr SCXW29683835 BCX0"> <p class="Paragraph SCXW29683835 BCX0"><span class= "TextRun MacChromeBold SCXW29683835 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW29683835 BCX0">Connect with Patrick Durst:</span></span><span class="EOP SCXW29683835 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </div> <div class="ListContainerWrapper SCXW29683835 BCX0"> <ul class="BulletListStyle1 SCXW29683835 BCX0" role="list"> <li class="OutlineElement Ltr SCXW29683835 BCX0" role="listitem" data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props= "{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="6" data-aria-level="1"> <p class="Paragraph SCXW29683835 BCX0"><a class= "Hyperlink SCXW29683835 BCX0" href= "https://www.linkedin.com/in/patrick-durst-cfp%C2%AE-19899068/" target="_blank" rel="noreferrer noopener"><span class= "TextRun Underlined SCXW29683835 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW29683835 BCX0" data-ccp-charstyle= "Hyperlink">LinkedIn: Patrick Durst</span></span></a><span class= "EOP SCXW29683835 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </li> <li class="OutlineElement Ltr SCXW29683835 BCX0" role="listitem" data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props= "{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="7" data-aria-level="1"> <p class="Paragraph SCXW29683835 BCX0"><a class= "Hyperlink SCXW29683835 BCX0" href="https://www.lifemark.com/" target="_blank" rel="noreferrer noopener"><span class= "TextRun Underlined SCXW29683835 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW29683835 BCX0" data-ccp-charstyle= "Hyperlink">LifeMark</span> <span class= "NormalTextRun SCXW29683835 BCX0" data-ccp-charstyle= "Hyperlink">Securities Corp</span></span></a><span class= "EOP SCXW29683835 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </li> </ul> </div> <div class="OutlineElement Ltr SCXW29683835 BCX0"> <p class="Paragraph SCXW29683835 BCX0"><span class= "EOP SCXW29683835 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </div> <div class="OutlineElement Ltr SCXW29683835 BCX0"> <p class="Paragraph SCXW29683835 BCX0"><span class= "TextRun MacChromeBold SCXW29683835 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW29683835 BCX0">About our Guest: </span></span><span class="EOP SCXW29683835 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </div> <div class="OutlineElement Ltr SCXW29683835 BCX0"> <p class="Paragraph SCXW29683835 BCX0"><span class= "TextRun SCXW29683835 BCX0" lang="EN-US" xml:lang="EN-US" data-contrast="none"><span class= "NormalTextRun SCXW29683835 BCX0">Patrick Durst is a Certified Financial Planner at Front Range Financial with extensive experience in constructing income generating portfolios in addition to sustainable retirement portfolios for pre-retirees all around the country. </span></span><span class="EOP SCXW29683835 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </div> </div> <div class="OutlineElement Ltr SCXW29683835 BCX0"> <p class="Paragraph SCXW29683835 BCX0"><span class= "TextRun SCXW29683835 BCX0" lang="EN-US" xml:lang="EN-US" data-contrast="none"><span class= "NormalTextRun SCXW29683835 BCX0">In addition to being a CFP, Patrick is Series 6, 7, 63, 66 securities-licensed and holds multiple insurance licenses. He uses a consultative approach when interviewing clients to understand their goals, wishes, and concerns.</span> <span class= "NormalTextRun SCXW29683835 BCX0">Applying his years of</span> <span class= "NormalTextRun SCXW29683835 BCX0">expertise</span><span class= "NormalTextRun SCXW29683835 BCX0">, he then helps individuals develop comprehensive retirement plans that</span> <span class= "NormalTextRun SCXW29683835 BCX0">accomplish</span> <span class= "NormalTextRun SCXW29683835 BCX0">their</span> <span class= "NormalTextRun SCXW29683835 BCX0">objectives</span> <span class= "NormalTextRun SCXW29683835 BCX0">in a prudent and sustainable way.</span><span class= "NormalTextRun SCXW29683835 BCX0"> </span></span><span class= "EOP SCXW29683835 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </div>
June 5, 2024
Guiding Lights & Rising Stars: How Mentorship Shapes the Financial Industry with David Wood (Ep. 40)
<div class="OutlineElement Ltr SCXW191192281 BCX0"> <p class="Paragraph SCXW191192281 BCX0"><span class= "TextRun SCXW191192281 BCX0" lang="EN-US" xml:lang="EN-US" data-contrast="none"><span class= "NormalTextRun SCXW191192281 BCX0">This episode</span> <span class= "NormalTextRun SCXW191192281 BCX0">of the FAST Podcast</span> <span class="NormalTextRun SCXW191192281 BCX0">Candace and Dean welcome David Wood,</span> <span class= "NormalTextRun SCXW191192281 BCX0">the Founder of Gateway Financial Partners. David’s experience spans across several decades, marking him as a leader, and accomplished entrepreneur, and an influential figure in the financial landscape. </span></span><span class= "EOP SCXW191192281 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </div> <div class="OutlineElement Ltr SCXW191192281 BCX0"> <p class="Paragraph SCXW191192281 BCX0"><span class= "TextRun SCXW191192281 BCX0" lang="EN-US" xml:lang="EN-US" data-contrast="auto"><span class="NormalTextRun SCXW191192281 BCX0" data-ccp-parastyle="Normal (Web)">The conversation explores the future of the financial services industry and the opportunities it presents. David discusses the changes happening in the industry and the factors driving growth and opportunity for financial advisors. He highlights the consolidation of firms, the need for financial advice, and the impending retirement of a third of the industry.</span></span><span class="EOP SCXW191192281 BCX0" data-ccp-props= "{"134233117":true,"134233118":true,"201341983":0,"335559739":160,"335559740":240}"> </span></p> </div> <div class="OutlineElement Ltr SCXW191192281 BCX0"> <p class="Paragraph SCXW191192281 BCX0"><span class= "TextRun SCXW191192281 BCX0" lang="EN-US" xml:lang="EN-US" data-contrast="auto"><span class="NormalTextRun SCXW191192281 BCX0" data-ccp-parastyle="Normal (Web)">The conversation also delves into the challenges and options for advisors looking to retire or transition their practice, including selling, merging, or partnering with other firms. The importance of providing a good client experience and</span> <span class= "NormalTextRun SCXW191192281 BCX0" data-ccp-parastyle= "Normal (Web)">leveraging</span> <span class= "NormalTextRun SCXW191192281 BCX0" data-ccp-parastyle= "Normal (Web)">technology is emphasized.</span></span><span class= "EOP SCXW191192281 BCX0" data-ccp-props= "{"134233117":true,"134233118":true,"201341983":0,"335559739":160,"335559740":240}"> </span></p> </div> <div class="OutlineElement Ltr SCXW191192281 BCX0"> <p class="Paragraph SCXW191192281 BCX0"><span class= "EOP SCXW191192281 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":278}"> </span></p> </div> <div class="OutlineElement Ltr SCXW191192281 BCX0"> <p class="Paragraph SCXW191192281 BCX0"><span class= "TextRun MacChromeBold SCXW191192281 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW191192281 BCX0">Connect with Dean Thurman:</span></span><span class="EOP SCXW191192281 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":259}"> </span></p> </div> <div class="ListContainerWrapper SCXW191192281 BCX0"> <ul class="BulletListStyle1 SCXW191192281 BCX0" role="list"> <li class="OutlineElement Ltr SCXW191192281 BCX0" role="listitem" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props= "{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="1" data-aria-level="1"> <p class="Paragraph SCXW191192281 BCX0"><a class= "Hyperlink SCXW191192281 BCX0" href= "https://www.linkedin.com/in/deanthurman/" target="_blank" rel= "noreferrer noopener"><span class= "TextRun Underlined SCXW191192281 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW191192281 BCX0" data-ccp-charstyle= "Hyperlink">LinkedIn: Dean Thurman</span></span></a><span class= "EOP SCXW191192281 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":259}"> </span></p> </li> <li class="OutlineElement Ltr SCXW191192281 BCX0" role="listitem" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props= "{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="2" data-aria-level="1"> <p class="Paragraph SCXW191192281 BCX0"><a class= "Hyperlink SCXW191192281 BCX0" href="https://www.whiteglove.com/" target="_blank" rel="noreferrer noopener"><span class= "TextRun Underlined SCXW191192281 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW191192281 BCX0" data-ccp-charstyle= "Hyperlink">White Glove</span></span></a><span class= "EOP SCXW191192281 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":259}"> </span></p> </li> <li class="OutlineElement Ltr SCXW191192281 BCX0" role="listitem" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props= "{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="3" data-aria-level="1"> <p class="Paragraph SCXW191192281 BCX0"><a class= "Hyperlink SCXW191192281 BCX0" href= "https://www.investwisefinancial.com/" target="_blank" rel= "noreferrer noopener"><span class= "TextRun Underlined SCXW191192281 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW191192281 BCX0" data-ccp-charstyle= "Hyperlink">InvestWise Financial</span></span></a><span class= "EOP SCXW191192281 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":259}"> </span></p> </li> </ul> </div> <div class="OutlineElement Ltr SCXW191192281 BCX0"> <p class="Paragraph SCXW191192281 BCX0"><span class= "TextRun MacChromeBold SCXW191192281 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW191192281 BCX0">Connect with Candace Byrnes:</span></span><span class="EOP SCXW191192281 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":259}"> </span></p> </div> <div class="ListContainerWrapper SCXW191192281 BCX0"> <ul class="BulletListStyle1 SCXW191192281 BCX0" role="list"> <li class="OutlineElement Ltr SCXW191192281 BCX0" role="listitem" data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props= "{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="4" data-aria-level="1"> <p class="Paragraph SCXW191192281 BCX0"><a class= "Hyperlink SCXW191192281 BCX0" href= "https://www.linkedin.com/in/candace-byrnes-696ab0194/" target= "_blank" rel="noreferrer noopener"><span class= "TextRun Underlined SCXW191192281 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW191192281 BCX0" data-ccp-charstyle= "Hyperlink">LinkedIn: Candace Byrnes</span></span></a><span class= "EOP SCXW191192281 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":259}"> </span></p> </li> <li class="OutlineElement Ltr SCXW191192281 BCX0" role="listitem" data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props= "{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="5" data-aria-level="1"> <p class="Paragraph SCXW191192281 BCX0"><a class= "Hyperlink SCXW191192281 BCX0" href="https://www.whiteglove.com/" target="_blank" rel="noreferrer noopener"><span class= "TextRun Underlined SCXW191192281 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW191192281 BCX0" data-ccp-charstyle= "Hyperlink">White Glove</span></span></a><span class= "EOP SCXW191192281 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":259}"> </span></p> </li> </ul> </div> <div class="OutlineElement Ltr SCXW191192281 BCX0"> <p class="Paragraph SCXW191192281 BCX0"><span class= "TextRun MacChromeBold SCXW191192281 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW191192281 BCX0">Connect with David Wood:</span></span><span class="EOP SCXW191192281 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":259}"> </span></p> </div> <div class="ListContainerWrapper SCXW191192281 BCX0"> <ul class="BulletListStyle1 SCXW191192281 BCX0" role="list"> <li class="OutlineElement Ltr SCXW191192281 BCX0" role="listitem" data-leveltext="" data-font="Symbol" data-listid="6" data-list-defn-props= "{"335552541":1,"335559683":0,"335559684":-2,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="6" data-aria-level="1"> <p class="Paragraph SCXW191192281 BCX0" lang="EN-US" xml:lang= "EN-US"><a class="Hyperlink SCXW191192281 BCX0" href= "https://www.linkedin.com/in/davidhwood/" target="_blank" rel= "noreferrer noopener"><span class= "TextRun Underlined SCXW191192281 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW191192281 BCX0" data-ccp-charstyle= "Hyperlink">LinkedIn: David Wood</span></span></a><span class= "EOP SCXW191192281 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":259}"> </span></p> </li> <li class="OutlineElement Ltr SCXW191192281 BCX0" role="listitem" data-leveltext="" data-font="Symbol" data-listid="6" data-list-defn-props= "{"335552541":1,"335559683":0,"335559684":-2,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="7" data-aria-level="1"> <p class="Paragraph SCXW191192281 BCX0" lang="EN-US" xml:lang= "EN-US"><a class="Hyperlink SCXW191192281 BCX0" href= "https://mygfpartner.com/" target="_blank" rel= "noreferrer noopener"><span class= "TextRun Underlined SCXW191192281 BCX0" lang="EN-US" xml:lang= "EN-US" data-contrast="none"><span class= "NormalTextRun SCXW191192281 BCX0" data-ccp-charstyle= "Hyperlink">Gateway Financial Partners</span></span></a><span class="EOP SCXW191192281 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":259}"> </span></p> </li> </ul> </div> <div class="OutlineElement Ltr SCXW191192281 BCX0"> <p class="Paragraph SCXW191192281 BCX0" lang="EN-US" xml:lang= "EN-US"><span class="EOP SCXW191192281 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":259}"> </span></p> </div> <div class="OutlineElement Ltr SCXW191192281 BCX0"> <p class="Paragraph SCXW191192281 BCX0" lang="EN-US" xml:lang= "EN-US"><span class="TextRun MacChromeBold SCXW191192281 BCX0" lang="EN-US" xml:lang="EN-US" data-contrast="none"><span class= "NormalTextRun SCXW191192281 BCX0">Get to know our Guest:</span></span><span class="EOP SCXW191192281 BCX0" data-ccp-props= "{"201341983":0,"335559739":160,"335559740":259}"> </span></p> </div> <div class="OutlineElement Ltr SCXW191192281 BCX0"> <p class="Paragraph SCXW191192281 BCX0" lang="EN-US" xml:lang= "EN-US"><span class="TextRun SCXW191192281 BCX0" lang="EN-US" xml:lang="EN-US" data-contrast="none"><span class= "NormalTextRun SCXW191192281 BCX0">David Wood, a pioneer in the financial services industry,</span> <span class= "NormalTextRun SCXW191192281 BCX0">established</span> <span class= "NormalTextRun SCXW191192281 BCX0">Gateway Financial Partners in 1994, which he continues to steer as the Chief Visionary Officer. Wood’s experience spans across several decades, marking him as a leader, an accomplished entrepreneur, and an influential figure in the financial landscape. He</span> <span class= "NormalTextRun SCXW191192281 BCX0">possesses</span> <span class= "NormalTextRun SCXW191192281 BCX0">an innate ability to</span> <span class="NormalTextRun SCXW191192281 BCX0">identify</span> <span class="NormalTextRun SCXW191192281 BCX0">growth opportunities and is committed to delivering innovative strategies that elevate the success of independent practices.</span></span><span class= "EOP SCXW191192281 BCX0" data-ccp-props= "{"134233117":false,"134233118":false,"201341983":0,"335557856":16777215,"335559738":0,"335559739":420,"335559740":279}"> </span></p> </div>
43 total episodes available
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