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The Entrepreneurial Journey from Financial Planner to Firm Owner with WorthPointe CEO Christopher Van Slyke

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In this episode of the John Chapman Show, John interviews Christopher Van Slyke.

Christopher is the CEO & Founder of Worthpoint Wealth Management. He shares about his upbringing, his journey into the financial planning industry, and transition into a business owner.

Episode Highlights:

  • Christopher shares about where he is now, and the fact that it "didn't happen overnight."
  • He shares about his upbringing and the journey into the financial planning industry.
  • Christopher talks about his unique path of entrepreneurship.
  • He discusses the "management of money" in his upbringing and how that played into his career path.
  • The difference between a "broker" and "advisor."
  • Christopher shares insight into his beginning as an advisor, who he worked with, and the challenges to overcome.
  • He shares THE Moment when the light came on about being a business owner.
  • Christopher gives insight into what it took to move from doing everything, to doing a few things well.
  • Christopher gives us 2 key things to be aware of in the financial industry.
  • What's next for Christopher's business.

3 Key Points:

  • Stop looking for people like yourself, and look for people that can do all the things you don't have.
  • Disciplined, long-term investing works, and it exists.
  • See the power of looking 20 years down the road, and think about what we need to do today to make that happen.

Tweetable Quotes:

  • “Don't get into a business where you're trading your time for money.” – Christopher Van Slyke
  • “I'm not good at 98% of what goes on in our company, so what are those 2% things that I'm good at.” – Christopher Van Slyke
  • “High return, low risk investments don't exist.” – Christopher Van Slyke
  • “The greatest gift this business has given me, is that I got to learn about people's mistakes, successes, and dreaming big.” – Christopher Van Slyke
  • "If you have things you want to do, start right now doing the things required to get you there." - Christopher Van Slyke

Resources Mentioned:

  • Facebook
  • X (Twitter)
  • WhatsApp
  • Email
  • Download

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