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Coloring Outside the Lines - Creativity, Resilience & Authentic Client Relationships with Will Baggett
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Episode 42: Coloring Outside the Lines - Creativity, Resilience & Authentic Client Relationships with Will Baggett
Episode Overview
In this episode of The Future-Ready Advisor, host Sam Sivarajan sits down with author and keynote speaker Will Baggett for a powerful conversation on creativity, resilience, and the power of authenticity in client relationships.
Will shares how the pandemic changed our perspectives on work and identity, and why personalization and vulnerability are critical to building trust. He discusses how embracing imperfection, listening deeply, and finding common ground with clients can transform the advisor-client relationship.
Whether you're navigating change, building a brand, or seeking deeper connection with clients, this episode is packed with real, relatable strategies to help you stand out by simply being yourself.
Key Quote
"Money only fixes money problems." — Will Baggett
Key Takeaways
· Creativity fuels personal and professional transformation.
· The pandemic reshaped how we view work, success, and connection.
· Personalization builds trust and makes advisors more relatable.
· Vulnerability isn't a weakness—it's a connection point.
· Developing “rejection immunity” can help advisors grow through challenges.
· Finding common ground is key to connecting across differences.
· Understanding your client’s emotional relationship with money is critical.
· Authenticity is a powerful differentiator in a noisy marketplace.
· Imperfection creates relatability and human connection.
· Listening is a superpower in both life and advising.
Sound Bites
· "Creativity is one of the most underrated skills in financial advising."
· "You can’t connect if you’re always performing."
· "
· "People don’t remember what you say—they remember how you made them feel."
· "Your story is your strength."
Topics Discussed
01:27 – Will’s Journey: Creativity, Resilience & Coloring Outside the Lines
04:46 – Embracing Change in a Post-Pandemic World
09:37 – Creativity in Advising & Building Authentic Client Connections
15:06 – Imperfection, Vulnerability & Building Trust
23:17 – Advisors: Expert vs. Trusted Partner
26:23 – Overcoming Imposter Syndrome & Rejection Immunity
34:02 – Connecting with Diverse Clients Through Shared Values
40:23 – Be the Best Version of Yourself, Not a Copy of Someone Else
43:01 – Rapid-Fire Round: Lessons, Tips & Submerged Reflection
44:00 – Where to Learn More About Will
Resources Mentioned
Learn more about Will Baggett and his work: https://www.willbaggett.com
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