Dec 21, 2022
This week is a very special one because it’s one of
the last official episodes of “Business with Purpose” before we
transition to a new name and new brand. Next week’s episode will
have all the details about what this show will look like in
2023.
This week, I’m happy to be joined by my husband, John
Stillman. He is a business owner and an incredible person who uses
his business for good.
5:16 – John 101
- John is a financial advisor and his office is in a
barn at our house.
- He went to journalism school and wanted to be on
the radio. He eventually realized people in radio don’t make much
money.
- John eventually started his own media company and
became a financial advisor.
9:25 – Financial lessons from grandfathers
- John always had a knack for managing his finances.
He’s not inclined to spend money. He put 20% down when he bought
his first house.
- His grandfathers dealt with money very differently,
but their lessons taught John how to handle money.
15:04 – From radio to financial advisor
- While interviewing financial advisors on the radio,
John realized he had learned a lot about the topic and could do the
job himself.
17:16 – Unique relationships with clients
- John has very unique relationships with his
clients. He not only cares about their financial futures, he cares
about their lives.
- Several clients have told John, “Man, you’re almost
like my therapist.”
24:25 – Give real advice
- A lot of people in the financial advisory world
really approach it as a sales job.
- John prefers to give people real, helpful advice
and not be a salesman.
27:39 – Taking care of employees
- John is motivated to take care of his employees and
wants to put more money in the pockets of those who work for
him.
- He has always liked to be the person taking care of
people.
- Your people are an investment.
33:00 – Long-term vision
- John isn’t great with long-term vision because
things change so quickly that it’s hard to look out 10 years.
- His medium-term goal is to have another advisor
working with him.
- When figuring out whether he’ll take on a client,
John asks himself if he likes them and can help them.
FEATURED
QUOTES
When John comes on my show, ratings skyrocket. –
Molly
I’ve had several people say, “Man, you’re almost like
my therapist.”
I had one lady who told me after her divorce, “You’ve
been more helpful in helping me process this and move on then my
therapist has.”
A lot of people in the financial advisory world
really approach it as a sales job.
I’ve always liked to be the person taking care of
people. Your people are an investment.
https://rosewoodwealthmanagement.com/
Thank you to our partners of the show!
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