In this episode, Matt is joined by Justin Castelli, CFP® – the Founder and Financial Advisor at RLS Wealth, Co-Founder of The AGC™ , Founder of PRST, Host of the All About Your Benjamins podcast, and a Board Member of Philly Phinancial Literacy Week Inc. They delve into Justin’s perspective on the interconnected aspects of the mind, body, spirit, and finances.
Justin recounts his personal journey, tracing his path from aspiring NBA player to becoming an entrepreneur and thought leader.
He shares the catalyst that propelled him into content creation, emphasizes the need for increased creativity within our industry, and discusses ways to assist others in recognizing their responses to making mistakes.
Justin offers insights into assisting advisors in overcoming their apprehensions around forming deeper connections with clients, illustrates a life planning dialogue with a client as an example, and explores the potential impact of a world where everyone embraces authenticity in their lives.
Timestamps From This Episode
[00:02:19] Justin Castelli provides insights into his personal background.
[00:07:05] Justin Castelli shares insights into his shift from a pre-entrepreneurial background to embracing entrepreneurship and how he navigated this transition.
[00:12:14] Justin Castelli discusses the inspiration behind his venture into content creation.
[00:18:23] “The authentic life involves finding and sharing unique gifts and talents, aligning spirit, mind, body, and money, and living without needing the approval of others. Financial advisors should lead by example, be empathetic, and help clients navigate their own authentic lives by focusing on soft skills and understanding their clients’ desires.”
[00:25:01] Justin Castelli presents a strategy for assisting individuals in navigating the transition toward altering their responses to different circumstances.
[00:28:56] Justin Castelli offers guidance to advisors seeking to enhance their connections with clients.
[00:33:11] Justin Castelli walks Matt through a life planning conversation.
[00:39:47] Justin Castelli discusses whether he has observed any noticeable changes in clients who have adopted life planning and embraced an authentic life mindset.
[00:47:53] Justin Castelli unveils a book recommendation.
[00:49:17] Justin Castelli shares a piece of actionable advice for listeners to take away from the episode.
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About the Show
Bridging the Gap is a financial podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology industries to focus on innovating the financial services industry.
Host
Matt Reiner, CFA, CFP®
