Do you feel overwhelmed by all the technological choices in the financial industry? Keena Pettijohn is helping advisors focus on their target market through technological solutions that fit their needs. Therefore, saving them time, money, and stress.
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On today’s episode, we are joined by Keena Pettijohn, the founder of the Lifelogixs consultant firm, a program helping people achieve health, wealth, and happiness through technological solutions. With more than three decades in the industry, she has seen advisors struggle on every level. She’s highlighting the emotional relationship we have with our money and how having deeper conversations can help us achieve balance.
When developing her own business, Lifelogixs she had to clearly define her niche, her market, and her unique value. As she approached her 60s, she came to the realization that she no longer wanted to define herself by someone else’s corporate title, creating a business based on her own value systems instead.
We live in a hybrid world and advisors can really struggle with their virtual persona. Facebook, LinkedIn, Twitter, Instagram, etc. How do you navigate technology and how can it help you be a more empathetic and balanced advisor? Lifelogix is helping advisors assess their unique value proposition and differentiate them in the financial industry.
Join us today as we further discuss:
Keena’s experience with balance working on wall street
The moment she realized she needed to make a change
How to develop an in-person persona and a virtual persona
Having empathy and kindness within the financial industry
How Lifelogixs is helping advisors stand out in the financial industry
Timestamps:
1:21 – Keena’s path into this industry
3:07 – Her definition of balance
6:05 – Her own struggles with balance
9:14 – Experience working on wall street
12:21 – What made her change?
15:26 – Struggles advisors face
21:54 – About Lifelogixs
28:33 – How Lifelogixs helps advisors
30:46 – Finding your target market
34:51 – Closing thoughts from Keena
Resources:
Learn more: https://lifelogixs.com/
Email: travis@travisparry.com
