John often points out the numerous connections between coaching football and financial planning. Similar to the mix of personalities on a football team, a financial advisor needs to navigate a diverse set of clients, each bringing their unique quirks and learning styles to the table. Whether it's working with clients resistant to technology or those influenced by the ever-shifting political and economic landscape, John has accumulated years of experience guiding individuals toward a successful retirement. As an advisor, his role involves adapting to each person, ensuring everyone is on the same page and moving toward a shared financial goal. Tune in as he shares client stories and recounts how he has successfully worked with various personalities and learning styles throughout his career. For this week's two-minute warning, John offers advice to a listener struggling with indecision about selling tech stocks and navigating risk in their 401(k).   Here's some of what we discuss in this episode: 0:00 – Intro 2:07 – Clients that hesitate to use technology 4:59 – Those who want to take the engine apart 6:55 – Adapting to different learning styles 9:41 – Clients who let politics drive the car 12:53 – Listener question   Get in touch: Phone: 661-775-3704 Book an appointment with us: https://mearsmoneymanagement.as.me/schedule.php Get in touch with us: https://mearsmoney.com/ Watch the Podcast on YouTube: https://bit.ly/3PmcOPM   

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