In today’s episode of Framework, Jamie talks with Chris Blunt, the CEO of Fidelity & Guaranty Life, a financial and insurance services firm based in Des Moines, IA.

As a young teenager, Chris found himself in a position where he needed to take over the family’s finances. Though he had an interest in money, he ended up working in the automotive industry out of college, as most kids from Detroit do. One day he received a cold call from a local financial consultant and his life in financial services began.

One of the things that drew him to financial services was that he was in charge of his own destiny. He didn’t have to be dependent on someone else for his livelihood, but could drive his own career. And not only could he drive his own career, he could mentor and motivate others to succeed as well.

Chris talks with Jamie about the keys to being a good leader, how to leverage early wins, and why establishing a communication loop with clients and team members is critical for long-term success. They also discuss Chris’ winding career path and his journey into the insurance space.

(9:54) “Your job as a leader is to be clear on where you’re trying to take the place and what you need each member of the team to do to contribute to that. And then once they do it, the burden falls back on you. What are their aspirations? And how do you help them meet them? ~ @fg_life

Main Takeaways

  • Your job as a leader is to understand your long-term goals and to empower and motivate your team to get you there.
  • Asset management and insurance investing are very different. You have to understand the liabilities and the products inside and out.
  • Working with clients on their charitable endeavors can enhance your relationship. Knowing what your clients are truly passionate about creates a deeper connection.
  • The insurance side of the business is about giving your clients a guaranteed income and setting them up to be able to preserve family wealth across generations.

Links and Important Mentions

Get a Free Coaching Call From a Carson Group Executive Business Coach

It’s important to get an outside perspective from inside the industry. Our executive business coaches have years of experience in building and growing advisory firms. In fact, our coaching members grow 2.5x the industry average over a two-year period.

So here’s our challenge to you: put a framework in place for your business by getting a free coaching call. One of the most important calls with your coach is the first one. And we’re giving it away for free.

Go to CarsonGroupCoaching.com/Framework to sign up for your free coaching call with a Carson Group Executive Business Coach.

Subscribe and Stay in Touch

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

Go Fish: Find and Become a Valued Advisor to Business Owners

By: Greg Opitz
Carson Wealth Managing Partner Paul West says: “I love working with small business owners. Why? Because I am one.” It’s only natural as an advisor that you would want …
Blog

Andres Mazabel: How to Start the Estate Planning Conversation with Your Clients

By: Ana Trujillo Limon
Are you leveraging estate planning to strengthen your client relationships and grow your financial advisory practice? Learn how estate planning can deepen your client relationships and propel your advisory …
Blog

ReFrame | Dr. Lisa Toppin

By: Ana Trujillo Limon
Join Ana Trujillo Limon as she interviews Dr. Lisa Toppin, Carson’s VP of Workforce and Market Expansion. The two will talk about Lisa’s impressive background in the industry and …
Blog

ReFrame | Yan Zhao

By: Ana Trujillo Limon
Join us live from Excell as we interview Yan Zhao, the co-founder and president of Stone Ridge. We’ll talk about Yan’s journey to becoming a successful entrepreneur, her advice …
1 2 3 6,212