Entrepreneurs and financial professionals often struggle with a disconnect in communication and understanding. Financial advice typically follows a conventional path that doesn't align well with the dynamic, unpredictable nature of entrepreneurship. This mismatch can lead to entrepreneurs feeling restricted, misunderstood, and poorly served by financial advisors who lack entrepreneurial experience.

In this episode of the Exponential Insights series, Chad Willardson, founder and CEO of PACIFIC CAPITAL, and author of  "Wealth Wired Differently," joins the show offering insights tailored to the unique mindset and challenges of entrepreneurs, encouraging financial professionals to adapt their strategies to better serve this distinct group.

Join us as we discuss:

-The Entrepreneurial Mindset and Financial Advice (04:20)

-Finding Your Niche in Financial Services (12:54)

-Practical Advice for Community Financial Institutions (23:14)

You can find this episode and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here. 

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