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Jack Heintzelman: Bridging the Generational Gap in Financial Planning
Manage episode 443326055 series 3497114
Rob Brown and Phil Calandra द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Rob Brown and Phil Calandra या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
In this episode of The Purpose-Focused Advisor, Rob talks with Jack Heintzelman, a NextGen financial planner from Boston Wealth Strategies. They explore Jack's unique journey into financial planning. Jack discusses his passion for mentorship, focused growth, and the changing dynamics between senior and younger advisors. His dedication to building purpose-focused relationships with clients, his firm, and the future of the financial industry is clear as he highlights the importance of communication, mentorship, and intentional patience.
Key Takeaways:
- Providing real-world, day-to-day experience is the most valuable aspect of any internship.
- Success begins with mutual belief and trust between senior and younger advisors.
- Younger advisors must take intentional steps forward every day, from gaining technical skills to client interaction, to set themselves up for long-term success.
- Advisors should exercise “intentional patience” by continuously improving their skills while navigating the career growth process.
- Structured paths and clear communication are essential for successfully transitioning leadership between generations.
Jack Heintzelman: "My why is about helping clients and also mentoring others in the industry. I was lucky to get here, and now I want to help others find their path."
Rob Brown: "You were supposed to be where you are. You just didn’t know it before you got there."
About Jack Heintzelman: Jack Heintzelman is a CFP professional and member of the Financial Planning Association. Serving clients at Boston Wealth Strategies in Needham Heights, Mass. and the surrounding communities. Jack is involved in the industry as he serves on the FPA National NexGen committee and locally on the FPA NexGen New England committee. He also gives back to the community as a council member of Good Sports, Inc., a charity that supports underserved youth sports programs.
Connect with Jack Heintzelman:
Website: https://www.bostonwealth.com/
Email: jheintzelman@bostonwealth.com
LinkedIn: https://www.linkedin.com/in/jackheintzelman/
Episode References:
Connect with Rob Brown & Phil Calandra:
Website: http://truestfan.com/
LinkedIn: https://www.linkedin.com/in/truestfan/
YouTube: https://www.youtube.com/@truestfancoaching
Facebook: https://www.facebook.com/truestfan
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