Meet Josh!

Zane Stevens interviews Josh Sterling, a wealth strategist at Camas Advice. Josh shares his journey from being a soccer coach to entering the financial industry. He discusses the importance of education and mentorship in his success. Josh emphasizes the value of helping others and building genuine relationships.

He also talks about his focus on educating clients and professionals about advanced planning strategies. Throughout the conversation, Josh highlights the challenges he faced in transitioning careers and the importance of staying focused. In this conversation,

Josh Sterling shares insights and advice on various topics, including balancing work and family life, setting short-term goals, starting a career, leadership, and being yourself as a leader. He also discusses his passion for sports and coaching.

Takeaways

- Education and mentorship are crucial for success in any industry.

- Building genuine relationships and helping others are key to long-term success.

- Focus on providing value and educating clients about their options.

- Challenges are opportunities for growth and learning. Balancing work and family life is a challenge that many people face in their careers. It requires staying focused and allocating time in the right areas.

- Setting short-term goals is important for personal and professional growth. Creating an education platform and achieving revenue goals are examples of short-term goals.

- One piece of advice for those starting their career is to not feel the pressure of having all the answers. It's okay to not know everything and to seek help and learn from others.

- Being yourself as a leader is crucial. Authenticity and taking care of the people around you are key qualities of effective leadership.

Chapters

00:00 Introduction to Protea Conversations

01:01 Introduction to Josh Sterling

03:48 Transition from Soccer Coach to Wealth Strategist

10:26 Transition from Coach to Director

18:18 Formation of Canvas Advice

23:22 Value of Helping Others

29:58 Day-to-Day Activities

33:37 Focus on Education

37:29 Challenges and Focus

39:33 Balancing Work and Family Life

41:03 Short-Term Goals

42:34 Advice for Those Starting Their Career

45:08 Leadership

47:17 Being Yourself as a Leader

49:23 Personal Life and Coaching

49:38 Rapid Fire Questions

Connect with Josh: LinkedIn personal - https://www.linkedin.com/in/joshsterlinginsurance/

LinkedIn company - https://www.linkedin.com/company/camas-advice/