Jack Heintzelman: Bridging the Generational Gap in Financial Planning

The Purpose Focused Advisor

In this episode of The Purpose-Focused Advisor, Rob talks with Jack Heintzelman, a NextGen financial planner from Boston Wealth Strategies. They explore Jack's unique journey into financial planning. Jack discusses his passion for mentorship, focused growth, and the changing dynamics between senior and younger advisors. His dedication to building purpose-focused relationships with clients, his firm, and the future of the financial industry is clear as he highlights the importance of communication, mentorship, and intentional patience.

Key Takeaways:

• Providing real-world, day-to-day experience is the most valuable aspect of any internship.
• Success begins with mutual belief and trust between senior and younger advisors.
• Younger advisors must take intentional steps forward every day, from gaining technical skills to client interaction, to set themselves up for long-term success.
• Advisors should exercise “intentional patience” by continuously improving their skills while navigating the career growth process.
• Structured paths and clear communication are essential for successfully transitioning leadership between generations.

Jack Heintzelman: "My why is about helping clients and also mentoring others in the industry. I was lucky to get here, and now I want to help others find their path."

Rob Brown: "You were supposed to be where you are. You just didn’t know it before you got there."

About Jack Heintzelman: Jack Heintzelman is a CFP professional and member of the Financial Planning Association. Serving clients at Boston Wealth Strategies in Needham Heights, Mass. and the surrounding communities. Jack is involved in the industry as he serves on the FPA National NexGen committee and locally on the FPA NexGen New England committee. He also gives back to the community as a council member of Good Sports, Inc., a charity that supports underserved youth sports programs.

Connect with Jack Heintzelman:

Website: https://www.bostonwealth.com/

Email: [e-mail]

LinkedIn: https://www.linkedin.com/in/jackheintzelman/

Episode References:

• Truest Fan Coaching

Connect with Rob Brown & Phil Calandra:

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LinkedIn: https://www.linkedin.com/in/truestfan/

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