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.
What does it really mean to become the person you’re meant to be? In this episode, Travis sits down with Patrick Mundlin, Vice President at 49 Financial, to explore the tension of who we’re becoming.
Patrick shares candid stories from his journey: moving to a city where he knew no one, building a thriving office, navigating marriage and family changes, wrestling with imposter syndrome, and learning to balance worldly success with inner growth. Along the way, he unpacks practical lessons on journaling, counseling, accountability, and surrounding yourself with people who will “flip rocks” and push you toward growth.
This conversation is about more than career milestones, but about the messy, ongoing process of becoming. Whether you’re in a season of rapid change or simply reflecting on who you are and where you’re headed, Patrick’s story will challenge and encourage you to embrace the tension.
Disclaimer
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