Latest / Williamson County Neighbors hosted by Lyndsay Stafford
You Have to Do It Ugly w/ Jeff Graves :: Ep 8 The Lyndsay Stafford Show
In this episode, Lyndsay chats with Jeffs Graves, a CPA and wealth manager at Smith Wynd Capital.
Jeff transitioned into financial advisory work after previously being a high school teacher and briefly pursuing a career as a pastor. When starting his own business, he focused on mitigating risks by gradually reducing his guaranteed income as his client base grew. He leveraged his existing community relationships to help build his client base. One of the biggest challenges he faced was overcoming his aversion to sales and cold outreach. He learned to not take rejection personally and use a…
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