Chris Woods was a pizza-loving kid from St. Louis who was fascinated with the stock market from a young age. His dad taught him about the stock market and opened a bank account for him when he was only 5 years old.

“The fact that he got me started opening a bank account that early, at age 5,” Chris says. “No, I remember that. … And so, I’m trying to pass that same thing on to my kids as well. Even experience with having an account and seeing the balance grow and what happens, too.”

After playing professional basketball and pursuing a career in financial wholesaling, Chris decided to get his CFP certification and become a financial advisor. With the help of the FPA and his own determination, he was able to pursue his passion and become a successful financial advisor.

Chris’ background in basketball gave him the competitive edge he needed to be successful in financial planning. He found his success by never giving up on his dreams.

In this episode, you’ll learn about:

  • Having a giving strategy to teach kids about generosity.
  • The impact of asset gathering in the financial advisor industry.
  • The relevance of basketball coaching in financial planning.

If you enjoyed this episode, please leave us a review and rating.

Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts
Blog

Welcome to the New Bull Market

By: Ryan Detrick
“If you torture numbers enough, they will tell you anything.”   -Yogi Berra, Yankee great and Hall of Fame catcher Don’t shoot the messenger, but historically,  it is widely considered …
Blog

Six Key Steps to Creating an Effective Financial Advisor Marketing Plan

By: Minna Burns
It's easy to be equal parts dazzled and overwhelmed by the fast-evolving world of marketing and the many ways to get the word out about your financial advisory business. …
Blog

Valerie Rivera: The Impact of Diversity

By: Jamie Hopkins
Diversity plays a crucial role in shaping the success of firms and advisors. It’s through diversity that meaningful connections with clients and prospects can be established. Without it, establishing …
Blog

A Resilient Labor Market = A Resilient Economy

By: Sonu Varghese
Another month, another employment surprise. Should we be surprised anymore? Economists expected payrolls to grow by about 187,000 in May. That’s still a solid job growth number, but a …
1 2 3 181