Thursday Email - Justin Castelli Podcast

September 14, 2023

Bridging the Gap is a weekly podcast focused on evolving the wealth management industry.

Each week we look to inspire innovation and continued progression to serve more families via these transformative conversations with leaders both in and out of our industry.

Balancing Mind, Body, and Spirit: An Approach To Guiding Clients Toward Authentic Living with Justin Castelli

Justin shares his journey of discovering his passion for financial planning through his early career experiences, and how his mindset and willingness to take risks have played a pivotal role in his success as an entrepreneur. Throughout the episode, Justin emphasizes the importance of authenticity, urging advisors to find their own path and not be confined by traditional expectations. He discusses the power of planning our ideal day as a way to discover if we are truly living in alignment with our passions and values. Justin also delves into the crucial role that financial advisors play in helping clients align their financial resources with their authentic selves.

Jump to this:

[28:56] You may not need to get close to clients, but it's worth exploring. Asking "why" can help understand clients better. It's a skill that can be developed.

[44:43] Rather than forcing people to overcome obstacles, question the assumption that they need to reach a certain level. Consider if life has different plans and if it's worth delaying enjoyment. Encourage individuals to think about potential regrets and find a balance between being cautious and not letting fear hold them back.

The best is ahead!

-Matt