How a Great Coach Makes You a Better Financial Athlete

All of us want to win at the game of financial planning. On this episode of the Inside BS Show, Dave Lorenzo interviews Mark Lenert, a guy who coaches a team and people who want to preserve their assets. Join us and discover the strategies you can use to win the financial game of retirement planning.

Timestamps:

00:00 – How a Great Coach Makes You a Better Financial Athlete
00:35 – Why did Mark choose to help people as a Financial Advisor?
02:06 – What are the benefits of being a teacher and a coach to Mark as a financial advisor?
05:05 – Is it advisable to work with family in business?
07:35 – How Mark’s work as a teacher helps him in pursuing his other career goals
12:58 – How does Mark coach his team?
15:27 – What is the value of client communication? 
23:45 – How does Mark manage his work as a coach and a financial advisor?
27:55 – What is the story behind a Doberman in a car on a lift?
31:26 – How did Mark approach his client pitch when he first started his company?
36:58 – What others should be thinking in order to get a client?

Mark Lenert Founder Lenert Financial (212) 261-0223 mark@lenertfinancial.com

About Mark Lenert

For over 15 years, Mark has worked as a Financial Advisor. He offers insurance, investment, retirement, and long-term planning services. Seeking to have a significant impact on the lives of individuals, families, and business owners, Mark founded the Lenert Financial Group. Mark graduated in 1991 from Pennsylvania State University with a Bachelor of Science degree in Mathematics. Before beginning his financial planning career, Mark spent time teaching high school mathematics and coaching soccer and football. His love for numbers, his desire to educate, and his ability to understand the needs of others made transitioning into financial services a logical progression. Mark holds his Life Underwriter Training Council Fellow (LUTCF®) designation. He has achieved Court of Table for the Million Dollar Round Table since 2016 as well as Chairman’s Council since 2015. Both of these are very prestigious honors in his profession. Aside from helping his clients achieve their financial objectives, Mark enjoys sports, music, traveling, playing the guitar, meeting new people, and spending time with his family. He and his wife Ida have three children: Liam, Linnea, and Isabella and they currently reside in Tarrytown New York.

📺Watch and Enjoy!