Changing How You Communicate With Clients Ft. Josh Kilsch, Financial Advisor at Billings Group (Ep. 11)

“Show up every day, try to crush it.”

This Disruption Blueprint episode with guest Josh Kilsch, Financial Advisor at Billings Group, dives into why succession planning is a necessity, how to build your practice for the future, and how to take ownership of your life no matter what path you’re on. From a very young age, Josh was called to the importance of communication and compassion, the importance of being present with skills that serve him well as an advisor. He is someone who can listen to a client’s story and understand their goals.

“There’s so much that is detailed to a client’s story that you have to be able to have compassion, you have to be able to listen to them, you have to be ready to hear what they want, and then see how you’re going to help them achieve that timeline goal,” Josh says.

The future of Billings Group is bright. In this episode, Josh and RFG President, Shannon Spotswood, talk about the firm’s growth and the move toward being fully independent. The next steps involve continuing to grow, showing up every day, trying to crush it.

From good relationships to good communication, Josh talks about what he loves about RFG Advisory and the Billings Group coming together. Huddle up, you don’t want to miss this incredible episode of Disruption Blueprint.

Join the conversation to hear about:

• Josh’s beginnings: from dropping out of high school to master’s in theology
• Blending qualities as an advisor and as a minister
• How human capital comes into play through work
• “What I love about RFG and the Billings Group coming together”
• What does mindset mean to Josh?
• Taking ownership of your life
• The dynamic Billings Group team of different personalities
• Building the firm for the future

Referenced Materials:

• Billings Group – Website
• Changing How You Communicate With Clients | Ep. 10 Disruption Blueprint Ft. Josh Kilsch – YouTube
• You Have to Be Intentional About Growing Your Practice | Ep. 9 War Room Huddle ft. Lance Billings – YouTChanging How You Communicate With Clients | Ep. 10 Disruption Blueprint Ft. Josh Kilsch – YouTubeube
• It’s All About Family, Welcome to the Billings Group – YouTube
• RFG Advisory – Website
• RFG Advisory – Facebook
• RFG Advisory – LinkedIn
• RFG Advisory – Twitter
• Disruption Blueprint Podcast – Website
• Become A Warrior Advisor Podcast – Website
• Leadership author John Maxwell – Website
• Naked Economics: Undressing the Dismal Science by Charles Wheelan – Amazon
• The Power of Habit by Charles Duhigg – Amazon

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Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

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