180 Guy Clayton - The Art of Being a Connector

29/09/2023 31 min Temporada 1 Episodio 180

Listen "180 Guy Clayton - The Art of Being a Connector"

Episode Synopsis

Guy Clayton is a highly accomplished wealth manager based in Austin, Texas. He draws from a rich banking background, a history that includes being, at the time, the youngest board member ever in a state-chartered bank in Texas. Guy specializes in providing financial guidance to professional athletes, coaches, corporate executives, and business owners, helping them navigate the complexities of wealth management. His remarkable success in building a thriving practice can be attributed to his exceptional interpersonal skills and his ability to foster genuine trust and friendship with his clients.During his time as a benchwarmer for the Texas Tech Men's basketball team, Guy had a unique "front-row seat" experience, being part of a team that made an unforgettable appearance in the March Madness tournament.In this episode Steve and Guy discuss:The Role of Humor in Professional RelationshipsCultivating Genuine Relationships in Wealth ManagementImportance of Curiosity and Effective Question-Asking Being a ConnectorThe Power of ConnectionKey Takeaways: Discover the significant role humor plays in forging powerful professional relationshipsRealize the invaluable benefits of cultivating genuine relationships in the realm of wealth managementUnderstand the importance of curiosity and effective question-asking in understanding your clients' needsAscertain why the wealth management sector requires a long-term relationship approach compared to other industriesLearn about the transformative power of authentic connections in both personal and professional life“Being in the people business is just kind of really what I am. Even if it's not, what do you do for a living? But just as you come in contact with people throughout life... be the most interested guy in the room.” - Guy ClaytonConnect with Guy Clayton:Website: https://advisor.morganstanley.com/the-calvin-clayton-group LinkedIn: https://www.linkedin.com/in/guy-clayton-crpc%C2%AE-b17b256/ Email: [email protected]  Phone: (512) 469-3450Connect with Steve and Jason:LinkedIn: Jason or SteveWebsite: Rewire, Inc.: Transformed Thinking Email: [email protected] notes by: Angelo Paul TagamaAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.