Chris Woods was a pizza-loving kid from St. Louis who was fascinated with the stock market from a young age. His dad taught him about the stock market and opened a bank account for him when he was only 5 years old.

“The fact that he got me started opening a bank account that early, at age 5,” Chris says. “No, I remember that. … And so, I’m trying to pass that same thing on to my kids as well. Even experience with having an account and seeing the balance grow and what happens, too.”

After playing professional basketball and pursuing a career in financial wholesaling, Chris decided to get his CFP certification and become a financial advisor. With the help of the FPA and his own determination, he was able to pursue his passion and become a successful financial advisor.

Chris’ background in basketball gave him the competitive edge he needed to be successful in financial planning. He found his success by never giving up on his dreams.

In this episode, you’ll learn about:

  • Having a giving strategy to teach kids about generosity.
  • The impact of asset gathering in the financial advisor industry.
  • The relevance of basketball coaching in financial planning.

If you enjoyed this episode, please leave us a review and rating.

Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts
Blog

Jeremy Schwartz: Behavioral Finance and Investing

By: Ana Trujillo Limon
How can behavioral finance improve your investment strategies? Today on Framework, Jeremy Schwartz, Global Chief Investment Officer at WisdomTree Asset Management, joins Ana Trujillo Limón, Director, Coaching and Advisor …
Blog

Mary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client Relationships

By: Ana Trujillo Limon
How can advisors create a positive emotional experience with finances and financial planning for their clients? This week on Framework, Mary Bell Carlson, Ph.D., CFP®, AFC®, President of Financial …
Blog

Daniel Crosby, Ph.D.: Money’s Role in The Meaning of Life

By: Ana Trujillo Limon
Welcome to the third episode of Framework’s special behavioral finance series. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, is joined by Daniel Crosby, Ph.D., Chief …
framework

Julie Ragatz, Ph.D.: Behavioral Finance Theory & Decision Making

By: Ana Trujillo Limon
How can firm owners use behavioral finance theory to make better business decisions? Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Julie Ragatz, Ph.D., …
1 2 3 141