The Tension
The Tension
Podcast Description
In The Tension, we discuss the challenges facing leading financial advisors and how you can manage them. In each episode, we explore “how it is and how it could be” in the financial advice landscape. We break down industry trends, share insights, and wrestle with how to navigate the tension that advisors face as they serve their clients and grow their business.
Podcast Insights
Content Themes
The podcast covers key themes such as advisor-client relationships, business growth strategies, and talent development within the financial advisory landscape, with episodes like 'The Trusted Advisor Tension' focusing on building trust with clients and 'The Growth Tension' addressing effective growth tactics.
We all feel it—the tension that comes with change, growth, and big decisions. It’s the space between where we are and where we want to be.
These tensions aren’t just challenges to overcome; they’re shaped by conscious and unconscious decisions that rarely have clear right or wrong answers. In each episode, we explore topics of leadership, business, family, and life, unpacking the push and pull between how things are and how they could be.
In this honest and reflective episode, Travis sits down with Greg Rosner, Vice President at 49 Financial, overseeing Charlotte and Jacksonville, to explore a relatable tension: How do you honor the legacy of your parents while still forging your own identity?
Greg shares the impact of growing up with a father in his 70s, and the lessons learned watching his dad lose his vision, even while launching a school and finishing a book. We dive into how those experiences shaped Greg’s decision to start over in a new city, launch a business, and raise a family — all with a perspective that legacy is lived, not just left.
Tensions explored:
- The lessons we inherit vs. the choices we make
- Building a legacy while living in the present
- Navigating career moves, family growth, and personal purpose — all at once
You’ll be challenged to reflect and might even see your own story in Greg’s. Let’s step into the tension.
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.