Justin Castelli is multifaceted. He is the founder of RLS Wealth, the AGC, and PRST, as well as the host of the LifeDesign+ podcast. He is a speaker, a poet, and a strong advocate for living an authentic life and helping others to do the same.

In this episode, we explore Justin's journey to authenticity, his approach to client relationships, and how he encourages clients to pursue their interests and passions. We also discuss the evolving role of financial planners, why being less focused on the numbers when setting goals can actually be beneficial in the long run, and how Justin's supporting other financial advisors through initiatives like the Advisor Growth Community.

Please enjoy our conversation with Justin Castelli.

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Links:

The Investipal Podcast is produced by ⁠⁠⁠⁠⁠www.investipal.co⁠⁠⁠⁠⁠. Past guests include ⁠⁠⁠Peter Lazaroff⁠⁠⁠, ⁠⁠⁠Douglas Boneparth⁠⁠⁠, ⁠⁠⁠Jamie Hopkins⁠⁠⁠, ⁠⁠⁠Tyrone Ross⁠⁠⁠ and many more.

Follow us on LinkedIn: ⁠⁠⁠www.linkedin.com/company/investipal⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠www.linkedin.com/in/cameronhowe/⁠⁠⁠; Twitter: ⁠⁠⁠www.twitter.com/camhowe16⁠⁠⁠ | ⁠⁠⁠www.twitter.com/investipal⁠⁠⁠; Tiktok: ⁠⁠⁠www.tiktok.com/@camhowe16⁠⁠⁠ | ⁠⁠⁠www.tiktok.com/@investipal⁠⁠⁠; or Instagram: ⁠⁠⁠www.instagram.com/investipal/⁠

Find Justin Castelli at:

https://www.linkedin.com/in/justincastelli/

https://www.justincastelli.io/

https://www.rlswealth.com/

https://advisorgc.com/

https://prst.co/

https://open.spotify.com/show/4BhLKTrF1Jz7eyEacHwQ76?si=a4e747d6cf3d4986 ----

Key Takeaways

• Justin explained how being true to himself and following his passions has significantly increased his happiness and fulfillment. This approach, he noted, also positively impacts his relationships with clients.
• He highlighted the importance of being open with his clients about his ventures and priorities. This transparency has built trust and strengthened relationships, making clients feel valued and prioritized.
• Justin encourages his clients to explore their interests and passions, even if it starts small. He believes that pursuing one's passions leads to a more fulfilling life.
• The discussion emphasized that financial planners need to go beyond just giving technical advice. They should become guides who help clients live their authentic lives by understanding their true goals and aspirations.
• Justin advocates for starting with clients' authentic life goals and then working backward to figure out the numbers to support those goals. This approach prevents financial constraints from limiting their dreams.
• Through initiatives like the AGC (Advisor Growth Community), Justin helps other advisors focus on personal and professional growth. He encourages them to embrace authenticity in their practices and interactions with clients.

---- Timestamps 00:00- Introduction by Cameron Howe and guest introduction of Justin Castelli.

00:22 - Justin Castelli talks about the origins of RLS Wealth and its name.

01:08 - Justin Castelli explains what it means to be his authentic self and the impact it has had on his life.

05:17 - Cameron Howe shares a personal story about authenticity in the workplace.

07:27 - Justin Castelli describes his various ventures and the importance of following his passions.

13:21 - Justin Castelli discusses how he encourages clients to pursue their interests and passions.

25:09 - Cameron Howe and Justin Castelli talk about the future role of financial advisors and life planners in an AI-driven world.