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The Admired Advisor Podcast

Aug 24, 2020

In this episode, Steve talks with Yvonne and John O’Neill of O’Neill Financial Management, a registered investment advisor offering a unique approach to investing.

For nearly three decades, John and Yvonne have worked together to guide and serve their clients. They started a tax practice and later added financial services to their offerings. It was a tough decision, but one they don’t regret.

John and Yvonne talk about what it was like taking a huge leap in their business, the struggles they had to work through,  and why confidence and trust are so important.

”When you get into tough times with the markets or people's lives, [confidence and trust] really are the driving factors. Those two things together have, I think, given us a chance to think big and grow the practice. ” ~ John O’Neill

Main Takeaways

  • It takes a tremendous amount of courage to take a leap in your life. Never forget to trust in the choice you made because that’s what is going to bring everything together.
  • Relationships are the foundation of trust. When your client trusts you and the advice you’re giving them, it’s a game-changer.
  • Leverage technology to your advantage. Make use of the technology that’s available to you to build relationships and improve your service offerings.
  • No matter how big your business becomes, it’s important to schedule personal time-off in order to maintain a fresh perspective.

Links and Important Mentions

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