
Episode #18
From Door-to-Door Sales Rejection to Building JLK Financial | Episode 018
<p>Schedule Your FREE IT Strategy Analysis: https://gocovi.comChris Odle shares how he went from door-to-door sales rejection to building JLK Financial, a virtual wealth management practice serving clients nationwide. Learn why he believes financial planning and tax strategy must work together, how COVID became the catalyst for launching his own firm, and why relationships matter more than products.=============================Schedule Your FREE IT Strategy Analysis: https://gocovi.com=============================🔑 KEY TAKEAWAYS: ➡️ Financial planning without tax strategy leaves clients exposed to costly mistakes ➡️ COVID eliminated the brick-and-mortar barrier, making virtual practices viable ➡️ Great advisors don't sell products—they listen, then recommend what fits the cli...

