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16. How Listening to Clients Can Transform Your Business with Bonnie Treichel

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Content provided by Jamie Hopkins & Dr. David Rhoiney, Jamie Hopkins, and Dr. David Rhoiney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jamie Hopkins & Dr. David Rhoiney, Jamie Hopkins, and Dr. David Rhoiney or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Ready to tackle the rollercoaster of entrepreneurship? In this week's episode, Jamie Hopkins sits down with Bonnie Treichel, the CEO and Founder Partner at Endeavor Law and Endeavor Retirement, for a chat about her journey in entrepreneurship. Fresh from the Broadridge FI360 Advisor Conference, Bonnie shares some of the ups and downs she's faced since launching her business. We dive into the importance of adaptability, solid support, and staying true to yourself in the financial services realm.

Bonnie also talks about the power of client feedback, why it's okay not to strive for perfection, and how vital it is to take care of yourself along the way. Plus, as Bonnie gears up to join the FinServ board of directors, we get some fantastic tips and insights for anyone looking to venture into entrepreneurship or simply grow personally and professionally.

Connect with us below!

If you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below.

>>FinServ Foundation Website

  continue reading

17 episodes

Artwork
iconShare
 
Manage episode 422224492 series 3530131
Content provided by Jamie Hopkins & Dr. David Rhoiney, Jamie Hopkins, and Dr. David Rhoiney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jamie Hopkins & Dr. David Rhoiney, Jamie Hopkins, and Dr. David Rhoiney or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Ready to tackle the rollercoaster of entrepreneurship? In this week's episode, Jamie Hopkins sits down with Bonnie Treichel, the CEO and Founder Partner at Endeavor Law and Endeavor Retirement, for a chat about her journey in entrepreneurship. Fresh from the Broadridge FI360 Advisor Conference, Bonnie shares some of the ups and downs she's faced since launching her business. We dive into the importance of adaptability, solid support, and staying true to yourself in the financial services realm.

Bonnie also talks about the power of client feedback, why it's okay not to strive for perfection, and how vital it is to take care of yourself along the way. Plus, as Bonnie gears up to join the FinServ board of directors, we get some fantastic tips and insights for anyone looking to venture into entrepreneurship or simply grow personally and professionally.

Connect with us below!

If you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below.

>>FinServ Foundation Website

  continue reading

17 episodes

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