Strategies for Navigating the Financial Services Industry With John D. Richardson

NAIFA's Advisor Today Podcast Series

John D. Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives. As a Retirement Income Certified Professional (RICP) and a Life and Annuities Certified Professional (LACP), John advises clients on retirement planning, investment planning, and risk management. He serves as a NAIFA leader and has held several leadership roles at the local, state, and national levels.

In this episode…

Financial services is a diverse industry with many possible career paths. Some professionals venture into the insurance space while others prefer to advise on personal investments. Yet some finance professionals struggle to identify their passions and choose a company that aligns with their values. How can you find satisfaction in your career and begin serving clients effectively?

NAIFA leader John Richardson experienced similar struggles. For years, he tried to take his career in the financial services industry to the next level with little success. After joining multiple industry associations, John built strategic alliances with other professionals, delegated areas he was no longer interested in, and added value to clients by tapping into his expertise and remaining authentic. When you identify your professional strengths, you can grow your leadership and service clients with transparency, professionalism, and care.

On this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with financial planner John D. Richardson to discuss his secrets for thriving in the financial services industry. John explains how he got started in the financial services industry, the value of being authentic and transparent as a financial advisor, his involvement with NAIFA, and his insights on time management.