Closing the Trust Gap Podcast

Episode #5 - Connecting with Trust with Marc Shaffer

Marc Shaffer - Chief Financial Officer at Searcy Financial Services

Marc’s Email - marc@searcyfinancial.com

Marc’s LinkedIn Profile - https://www.linkedin.com/in/marcshaffer/

Searcy Financial Services website - https://searcyfinancial.com/

1:30 - Getting to know Marc

2:38 - Why Marc chose financial planning as his career

5:46 - What the effect has been from the personal philosophy of “connecting with trust” for Marc

7:27 - Why relational trust is so important to Marc

10:24 - How Marc creates new visions for clients’ lives through the tools and resources he provides

12:33 - Some of the most common misconceptions about financial planning

14:58 - Marc’s process for identifying and hiring the right people for his team

17:46 - For somebody who does not have a financial planner, what are important indicators for them to strongly consider meeting with Marc or one of his team members?

22:16 - What clients with other financial planners should be looking for in their financial planner and what they should be asking themselves to consider a potential change

22:25 - Important things for new leaders to focus on in their first three months of leadership

27:16 - Connecting with Marc

“The difference between who you are today and who you are in five years is the books you read and the people you meet.”

The Closing the Trust Gap Podcast is proudly sponsored by TrustCentric