Exit Is Now - Plan Accordingly With Scott Snider

How Incorporating Authenticity in His Brand Helped to Build His Business: A Conversation with Justin Castelli

Mar 28, 2024

In this engaging conversation, Justin Castelli, the visionary founder of RLS Wealth and the author of More Than Money, shares his journey blending authenticity with entrepreneurship. He discusses his shift to a creator-first model, drawing inspiration from icons like Jay-Z and Rihanna. Justin emphasizes the importance of aligning one's life purpose with financial planning, and introduces his innovative Life Design Plus approach. He reveals how embracing authenticity not only improved his happiness but also enriched his brand, inspiring others to live more purpose-driven lives.

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INSIGHT

Community-First Membership Design

AGC is community-first: members join to share and give, not primarily for products.
That intent preserves collaboration among technically competing advisors.

ANECDOTE

AGC Meets WealthTender

AGC merged with WealthTender to gain operational support while retaining leadership roles.
The merger broadened reach and allowed Taylor and Justin to refocus on community-facing work.

ADVICE

Plan Life Before Numbers

Start life planning before financial planning to define the life you want first.
Pair that life plan with ongoing coaching and tools so the vision becomes actionable.

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Scott Snider is joined by Justin Castelli on this episode of the Exit Is Now Podcast. If you joined EPI at the 2023 Summit you know Justin as one of our highest rated Power Session speakers. He is the Founder of RLS Wealth, PRST, and author of More than Money. On this episode Scott dives in to Justin's financial advisory and entrepreneurial journey as Justin moves towards a creator first business with financial advisory as a second focus.

Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute

Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/

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About Scott:

Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.

Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.