Episode 293 - Finding My "Why" as a Financial Advisor - Ryan Burklo

In this episode of Beer and Money, Ryan Burklo shares his personal journey and professional evolution into financial advising. He discusses his background, the importance of understanding client goals, and the role of effective communication in financial planning. Ryan emphasizes that financial planning is not just about money, but about helping clients achieve their desired lifestyles and goals.

Check out our website:  beerandmoney.net

For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo

Takeaways

Ryan Burklo shares his personal story to build trust.
Understanding client goals is crucial for effective advising.
Cash flow is a key component of financial planning.
Communication is essential in discussing financial matters.
Helping clients take action is a primary focus.
Financial planning should align with personal values and goals.
Money is a tool to achieve desired lifestyles.
Building relationships with clients enhances the advising process.
Ryan's journey reflects the ups and downs of entrepreneurship.
The podcast aims to provide valuable insights into personal finance.

Chapters

00:00 Introduction and Personal Background
05:46 The Importance of Communication in Financial Planning