Latest / Planning & Beyond® - Where financial planning meets human understanding

51. Showing Up as Yourself: Why Authenticity Is a Business Strategy for Advisors with Justin Castelli
Text us to share what you found helpful!
You change clothes before a client meeting and feel like you are putting on a costume. Someone asks what you do at a conference and you lead with your title and your AUM, never the parts of your life that matter most. And underneath the professionalism, there is a quiet exhaustion you cannot quite name.
In this episode, Ashley talks with Justin Castelli, a financial advisor of more than 20 years and the founder of RLS Wealth, now doing business as Santiago. Justin has built a reputation for showing up as unmistakably himself, and he argues that…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.