Tag: Prospecting

The Ultimate Balance: Optimizing Your Time To Do What You Love Ft. Ethan Campbell, Owner & Financial Advisor at Stones River Wealth Management (Ep. 15)

The Ultimate Balance: Optimizing Your Time To Do What You Love Ft. Ethan Campbell, Owner & Financial Advisor at Stones River Wealth Management (Ep. 15)

Welcome Ethan Campbell to this episode of Disruption Blueprint! Ethan is Owner & Financial Advisor at Stones River Wealth Management, a financial planning practice that helps clients grow their assets, mitigate risk, create a lifelong plan, and be confident about their financial future.

Ethan is a 2012 graduate of Middle Tennessee State University with a bachelor’s degree in Finance. Prior to founding Stones River Wealth Management, Ethan was a wealth advisor with Edward Jones. Ethan is a 31-year-old entrepreneur and successful industry leader who is building a rapidly evolving practice. He digs deep into how he is taking the leap of independence in this episode. His secret to long-term success? Ethan is building a family legacy not only to help those from an income standpoint, but also to be better servants to the community.

To help understand your long-term goals, it helps to identify three key tactics to run a successful practice. Ethan discusses that, what the first two months of your business look like, and how his children are a big part of both his personal and professional life in this episode.

“You’ll be amazed at how profitable your business is because your business depends on your health,” says Ethan. “Maintaining intimacy with your clients, to maintaining emotional resilience; from the ups and downs in the market, from the mistakes that are made in the world and your clients’ mistakes, your mistakes, everything that comes into play.”

Strongly rooted in his Christian faith, Ethan discusses how in the book of Proverbs, a wise man leaves an inheritance to his children’s children. Ethan knows when people, families, and businesses are financially healthy, communities can grow stronger.

Listen more to hear conversations about staying focused, disciplined, having faith in the system, and doing whatever it takes to make it.

Join the conversation to hear about:

  • Taking your destiny into your own hands & building your own business 
  • Cultivating an advisory practice in a metropolitan vs. small environment 
  • How to up your game and how they can be beneficial to their clients, from an educational standpoint 
  • Integrating faith into not just your business, but who you are 
  • Discipline of working towards a sustainable, scalable business 
  • Trust the team that you’ve built 
  • Opportunities, diversity & catapulting to the next level in creating a business 
  • It’s all about prospecting 
  • Generational wealth transfer and the emotional connection to money 
  • Understanding how to turn on and off the focus 
  • Stay committed, and create something really, really special 

Referenced Materials:

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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.

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