Tag: Collaborative Mindset
Heart First – How Advisors Can Unlock Their True Potential (Ep. 18)

Heart First – How Advisors Can Unlock Their True Potential (Ep. 18)

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What would happen to your client relationships if you led with your heart rather than your skill set and financial knowledge?  

In this compelling episode of “Full Advisor Coaching,” Kristin Harad is joined by Eric Negron, the visionary CEO of Forefront Wealth Partners, who shares powerful strategies to help financial advisors unlock their true potential. This episode explores the significance of mindset, leadership, and community within the financial advisory profession, offering actionable and inspiring advice for those seeking to grow both professionally and personally.

Key Highlights:

  • A new mindset:  Learn how to overcome the desire to rely on your “smarts” and unlock your potential by leading with a human connection.
  • Shift from “I” to “we”: Experience the impact of a shift from a solo mindset to a collaborative mindset and embrace the access we have to people.  
  • Avoiding the Comparison Trap: Avoid the social media comparison trap and find out why quality relationships and collaboration are your keys to success
  • Community and Collaboration: Eric shares the importance of building a community of like-minded professionals and suggests creating a personal board of directors—a group of mentors and peers who can guide and inspire your journey
  • Elevate your efforts:  “Upgrade your operating system” by reading or listening to books.  Eric reveals how he reads 30 books a year.  
  • Emotional Intelligence (EQ): Learn why EQ is more critical than IQ in financial advising, ensuring clients feel cared for before they care about how much you know.
  • Fulfillment: Eric reveals his life philosophy of leaving every interaction with people better off than he found them, aligning his professional purpose with personal fulfillment
  • And much more!

For more insights and resources, subscribe to the Full Advisor Coaching podcast and share it with your network to spread valuable knowledge within the financial advisory community.

Resources:

Connect with Kristin Harad: 

Connect with Eric J. Negron: 

About our Guest: 

Eric Negron is the CEO of Forefront, leading a talented team of Financial Advisors, Wealth Planners, Tax Attorneys, Divorce Planners, and Insurance Advisors: All on a mission to become their client’s Second ThoughtTM, Serving clients and their families while building a lifetime bond that provides True Wealth and Freedom for generations.

Eric is passionate about elevating the advisor community through the Financial Advisor Group (FAN) and the David Advisor Movement (DAM) which gathers growth-minded individuals on to a platform where they collaborate, share industry insights, provide masterclasses and networking.

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