Setting Intentions and Channeling the Competitive Spirit ft. Chase Crump, CFP®, Partner & Wealth Advisor at WFA (Ep. 4)

Setting Intentions and Channeling the Competitive Spirit ft. Chase Crump, CFP®, Partner & Wealth Advisor at WFA (Ep. 4)

By |

“Life is bigger than just what we do.”

Thanks for joining us in the Disruption Blueprint studio to welcome Chase Crump, CFP®, Partner and Wealth Advisor at WFA. Chase is a heart forward advisor who brings a tremendous amount of authenticity to the profession. Chase is a champion of caring; he cares about how people feel and carries a tremendous amount of empathy for others. He has a way of uplifting his spirit to set his mind in the right place every single day.

As we shared in the last Disruption Blueprint episode with Dany L. Martin, WFA has 96 cumulative years of trusted advisor experience and 134+ cumulative years of administrative experience. Like their logo the Tree of Life, WFA has branched out and grown so much in the past year. They hired a new advisor, Jody Bluitt, they opened their third office location in Louisiana, and they never forget to focus on the big picture: clients, family, team, and community.

Listen to this episode to hear Chase’s thoughts on the benefits of meditation and finding stillness, why it’s so important to make deeper connections and relationships with people, and how to channel a competitive spirit. There is so much awesome information in this episode, we know you’re going to get fired up!

“Life is bigger than just what we do,” says Chase. As he mentions in this episode, the world’s bigger than work so we have to make connections with people and clients that go beyond managing money.

Disruption Blueprint is the number one show for independent financial advisors who want to crush everything and take their A-game to the next level and is brought to you by RFG Advisory with your host President Shannon Spotswood. Don’t forget to subscribe wherever you’re listening to this podcast. Learn more about RFG Advisory by visiting our website. Join us.

Join the conversation to hear about:

  • Welcome Chase to Disruption Blueprint 
  • Why be a financial advisor?
  • Setting intentionally and mindset 
  • The benefits of meditation and finding stillness 
  • Making deeper connections and relationships with people 
  • Chase’s modern approach to office attire 
  • Channeling competitive spirit 
  • Everything you want is on the other side of fear 
  • Chase’s advice for people starting out and how to become a successful advisor
  • Collaboration and working with RFG Advisory 

 Referenced materials:

–

Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

Podcast: Play in new window | Download | Embed

Subscribe: RSS

Comments are closed.