“It was very challenging, but the energy and the drive and the passion you felt there from both Bobby and Dom and the other guys there was just incredible.”

Challenge yourself and change how you communicate with clients. After a background in the U.S. Army, Nate Reynolds dove headfirst into working with his father-in-law as a Financial Advisor at Billings Group.

It’s been eye-opening to hear from the Billings Group in their individual War Room Huddle episodes, Ep. 9 with Lance Billings, and Ep. 10 Ft. Josh Kilsch as Lance is father-in-law to both Nate and Josh. You’ll also learn more about Nate’s military background as a U.S. Army veteran, how he found RFG Advisory through Dom Raso, and even how he got introduced to Dom’s ARMR-UP program.

Through each episode, you can piece together how Lance, Josh, and Nate work together so well, how their different life experiences come into play, and how they aim to continue crushing it through succession planning. “We have the responsibility to continue that legacy,” says Nate. “It really is all about the client and service we provide for them."

From Salina, Kansas to the surrounding four states, the Billings Group is planning for decades in the future, not just for tomorrow. Listen to this episode with Nate Reynolds, Financial Advisor at Billings Group, a wealth management firm and family-run business with deep community ties in Salina, Kansas, to learn about shattering the box and helping your clients find their "why."

Join the conversation to hear about:

Being intentional and finding the crush everything mindset (1:40)
Confirming RFG was the right choice (6:00)
Focusing on mindset during a transition (9:35)
Preparing for training with Bobby White and Dom Raso (12:15)
Succession planning: continuing the legacy (16:10)
Taking the life journey and growing with a client (18:00)
Using tools to redefine the client experience (22:10)
Dedication and discipline (24:50)
Family and working as a team (27:20)
Helping your clients find their ‘why’ (30:10)

Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA/SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities.