288. How to Get the Most Out of Your Financial Advisor (Most People Don’t) | CJ Davidson
About this episode
CJ Davidson discusses building a client-focused culture in financial services and the importance of trust and psychology in advising.
What happens when you’re good enough to get in the room — and then don’t like what you see? CJ Davidson spent years grinding his way up in traditional financial services. Cold-calling attorneys from a $5 street tie. Earning trust one client at a time. Building something real. And then, when he finally got a seat in the leadership meetings, he realized the client wasn’t even in the conversation. That moment didn’t break him. It built Proxy Financial. In this episode of The Learn-It-All Podcast, Damon sits down with CJ — Founder and CEO of Proxy Financial — to talk about what it actually takes to build a culture where doing the right thing when no one is looking isn’t a policy. It’s the whole point. This one goes well beyond financial advice. It’s about curiosity over compliance, art over script, and what happens when you stop asking permission to do things that just make sense. In This Episode, You’ll Learn Why CJ got pushback for buying his clients cocktails — and how that moment revealed everything wrong with the system he was in The difference between a financial professional who’s technically sharp and one who’s actually right for you Why you don’t need a lot of money to…
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