The Perfect Opportunity to Become a Financial Advisor with Liberty One's Ben Pahl
In today's market environment, advisors have numerous opportunities to succeed and establish themselves in the industry. As inflation, market volatility, and pending tax reform dominate the headlines, individuals and businesses seek strategies to protect and grow their assets. As problem solvers, advisors are instrumental in helping clients navigate these challenges. Their ability to provide effective, efficient, and simple solutions to complex financial problems will set them apart and generate valuable referrals from satisfied clients.
In this episode, Rusty and Robyn talk with Ben Pahl, President at Liberty One Investment Management. Ben entered the financial services industry in 2005. He was originally hired to work within the client service department of The Tranel Financial Group. Six months later, he became a financial advisor within the firm. His 15 years of experience as a financial advisor gives him a unique perspective within the marketplace. Ben has been a member of the Liberty One team since its inception and is focused on expanding Liberty One's footprint throughout the industry.
Tasked with scaling the footprint and distribution channels of Liberty One Investment Management, Ben talks with Rusty and Robyn about the financial advising industry today, why today is the best time to be a financial advisor, and how Liberty One adds value to advisors.
Key Takeaways
[03:23] - Ben's career history and what attracted him to financial advising.
[06:42] - What Liberty One Investment Management is about.
[08:31] - How Ben continues to work as a financial advisor while also being the president of Liberty One.
[11:03] - Why today is the best time to be a financial advisor.
[13:08] - How a quarter-inch drill bit relates to financial advising.
[15:43] - How Liberty One adds value to advisors.
[19:12] - Why Liberty One combines top-down and bottom-up inputs in its investment screening process.
[21:38] - Why Liberty One has a strong risk-adjusted return.
[25:01] - Ben's outlook for the market.
[26:28] - Ben's favorite investment idea.
[27:55] - How been maintains his energy and ability to perform at a high level.
[29:50] - The people Ben is professionally thankful for.
[31:22] - Ben's recommendations for content.
Quotes
[11:28] - "The thing about today's problems, inflation, volatility, and pending tax reform, all of these are front and center. As advisors, we are in the problem-solving business. If you can solve these problems more effectively, efficiently, and in a simple and referable way, you will close more prospects, capture more wallet share from existing clients, and get more referrals." ~ Ben Pahl
[18:00] - "One of the most powerful things you can do as an advisor is to give clients a solution they didn't know they needed to a problem they didn't know they had." ~ Ben Pahl
[26:57] - "There's no better conversation now than simply having a rising dividend offset rising inflation. It's a classic problem solution. If you've got companies that are increasing their dividend in environments like this, they've got some really good cash flow going on behind the scenes, some really good margins, and great pricing power." ~ Ben Pahl
Links
Ben Pahl on LinkedIn
Liberty One Investment Management
Stanley Druckenmiller
Sabotage by Beastie Boys
Roch Tranel
Atomic Habits
Simon Sinek podcasts
Connect with our hosts
Rusty Vanneman
Robyn Murray
Subscribe and stay in touch
Apple Podcasts
Spotify
Google Podcasts
0692-OPS-3/8/2023
In this episode, Rusty and Robyn talk with Ben Pahl, President at Liberty One Investment Management. Ben entered the financial services industry in 2005. He was originally hired to work within the client service department of The Tranel Financial Group. Six months later, he became a financial advisor within the firm. His 15 years of experience as a financial advisor gives him a unique perspective within the marketplace. Ben has been a member of the Liberty One team since its inception and is focused on expanding Liberty One's footprint throughout the industry.
Tasked with scaling the footprint and distribution channels of Liberty One Investment Management, Ben talks with Rusty and Robyn about the financial advising industry today, why today is the best time to be a financial advisor, and how Liberty One adds value to advisors.
Key Takeaways
[03:23] - Ben's career history and what attracted him to financial advising.
[06:42] - What Liberty One Investment Management is about.
[08:31] - How Ben continues to work as a financial advisor while also being the president of Liberty One.
[11:03] - Why today is the best time to be a financial advisor.
[13:08] - How a quarter-inch drill bit relates to financial advising.
[15:43] - How Liberty One adds value to advisors.
[19:12] - Why Liberty One combines top-down and bottom-up inputs in its investment screening process.
[21:38] - Why Liberty One has a strong risk-adjusted return.
[25:01] - Ben's outlook for the market.
[26:28] - Ben's favorite investment idea.
[27:55] - How been maintains his energy and ability to perform at a high level.
[29:50] - The people Ben is professionally thankful for.
[31:22] - Ben's recommendations for content.
Quotes
[11:28] - "The thing about today's problems, inflation, volatility, and pending tax reform, all of these are front and center. As advisors, we are in the problem-solving business. If you can solve these problems more effectively, efficiently, and in a simple and referable way, you will close more prospects, capture more wallet share from existing clients, and get more referrals." ~ Ben Pahl
[18:00] - "One of the most powerful things you can do as an advisor is to give clients a solution they didn't know they needed to a problem they didn't know they had." ~ Ben Pahl
[26:57] - "There's no better conversation now than simply having a rising dividend offset rising inflation. It's a classic problem solution. If you've got companies that are increasing their dividend in environments like this, they've got some really good cash flow going on behind the scenes, some really good margins, and great pricing power." ~ Ben Pahl
Links
Ben Pahl on LinkedIn
Liberty One Investment Management
Stanley Druckenmiller
Sabotage by Beastie Boys
Roch Tranel
Atomic Habits
Simon Sinek podcasts
Connect with our hosts
Rusty Vanneman
Robyn Murray
Subscribe and stay in touch
Apple Podcasts
Spotify
Google Podcasts
0692-OPS-3/8/2023
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