Shannon Suarez Talks Building Financial Bridges for Educators

NTSA Wowcast 2.0

Shannon Suarez, a financial advisor with a vibrant 30-year career, provides an introspective look at her professional evolution within the financial services industry. Shannon recounts her early days, beginning with an unexpected start right out of college, leading to her current role as a managing partner with Reliant Financial Services and GWN Securities.
Throughout the episode, Shannon emphasizes the importance of finding a career that utilizes one's skills and ignites passion. She details her progression from working with insurance broker-dealers to serving educators in the 403(b) marketplace and how the financial landscape's changes have shaped her approach to service offerings. Suarez discusses how industry shifts have prompted her to refine her business model and client engagement strategies.
With a clear focus on mentorship and education, Shannon speaks to the value of guiding clients through financial decisions with a teacher's heart, drawing parallels to the philosophy of programs like Dave Ramsey's SmartVestor. The discussion delves into the challenges and strategies of generating leads, navigating marketing within the unique context of Missouri's educational system, and the critical role endorsements and credibility play in establishing trust.
Moreover, Shannon shares candid reflections on the dynamics of teaming experienced advisors with newer talent, the interplay of tradition and innovation in client relations, and the significance of maintaining a personal touch in an increasingly digital world.
Listeners will gain practical wisdom from Shannon's insights on financial planning services, the nuances of advising within a family business context, and the ever-important balance of learning from the past, planning for the future, and living in the present.

章节

1. Shannon Suarez Talks Building Financial Bridges for Educators (00:00:00)

2. Financial Advisors Discuss Industry Trends (00:00:08)

3. Seminar Marketing and Lead Generation (00:13:00)

4. Overcoming Challenges for Professional Growth (00:22:49)

5. Evolving Financial Planning Strategies (00:31:30)

6. Career Evolution and Managing Relationships (00:44:06)