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January 13, 2022

Ep. 10 Changing How You Communicate with Clients ft. Josh Kilsch, Financial Advisor at Billings Group

“Show up every day, try to crush it.”

This War Room Huddle episode with guest Josh Kilsch, Financial Advisor at Billings Group, dives into why succession planning is a necessity, how to build your practice for the future, and how to take ownership of your life no matter what path you’re on. From a very young age, Josh was called to the importance of communication and compassion, the importance of being present with skills that serve him well as an advisor. He is someone who can listen to a client’s story and understand their goals.

“There’s so much that is detailed to a client’s story that you have to be able to have compassion, you have to be able to listen to them, you have to be ready to hear what they want, and then see how you’re going to help them achieve that timeline goal,” Josh says.

The future of Billings Group is bright. In this episode, Josh and RFG President, Shannon Spotswood, talk about the firm’s growth and the move toward being fully independent. The next steps involve continuing to grow, showing up every day, trying to crush it.

From good relationships to good communication, Josh talks about what he loves about RFG Advisory and the Billings Group coming together. Huddle up, you don’t want to miss this incredible episode of War Room Huddle.

Join the conversation to hear about:

  • Josh’s beginnings: from dropping out of high school to master’s in theology (1:30)
  • Blending qualities as an advisor and as a minister (5:30)
  • How human capital comes into play through work (8:45)
  • “What I love about RFG and the Billings Group coming together” (13:25)
  • What does mindset mean to Josh? (15:45)
  • Taking ownership of your life (19:40)
  • The dynamic Billings Group team of different personalities (25:00)
  • Building the firm for the future (28:15)

This War Room Huddle episode with guest Josh Kilsch, Financial Advisor at Billings Group, dives into the importance of communication and being present. Josh pairs his intentionality with his compassion to be a force multiplier in the industry.

At the age of 16, Josh dropped out of high school. Unsure of what to do next, he met a youth pastor that he began hanging out with; the two talked about theology, philosophy, finding your way. The youth pastor encouraged Josh to go back to school and continue his education. “I felt like it was God’s movement in hand on all of it,” Josh says.

Josh went back to school, graduated with his class then moved to Colorado Springs to attend a Bible college. Years later, that same youth pastor introduced Josh to Andrea, the daughter of Lance Billings, Founder and Financial Advisor at Billings Group, a wealth management firm and family-run business with deep community ties in Salina, Kansas. The rest is history.

Josh and Andrea got engaged, got married, and had kids. Now Josh has been working with Lance for 12 years, and he’s ready to face a new chapter as part of a succession plan. He’s pursuing his CFP, and the next steps for Josh involve “continuing to grow, show up every day, try to crush it.”

In this episode, Josh and RFG President, Shannon Spotswood, talk about The Billings Group growth and the move toward being fully independent. From good relationships to good communication, Josh talks about what he loves about RFG Advisory and the Billings Group coming together.

From a very young age, Josh was called to the importance of communication, the importance of being present with skills that serve him well as an advisor. He is someone who can listen to a client’s story and understand their goals. He’s able to create a holistic approach to his work as he blends his master’s in theology, his background in ministry, and his qualities as a financial advisor together.

“It takes data, but it also takes the willingness to have compassion and mercy and grace and all of these other things that humans value,” Josh says. There’s so much detail that comes to life within a client’s story.

“You have to be able to have compassion, you have to be able to listen to them, you have to be ready to hear what they want, and then see how you’re going to help them achieve that timeline goal,” says Josh.

Listen to this episode with Josh Kilsch, Financial Advisor at Billings Group to hear why succession planning is a necessity, how to build your practice for the future, and how to take ownership of your life no matter what path you’re on. Below are three tips from Josh that you’ll want to remember. Huddle up. Join RFG.

  1. Using armed neutrality to help others. Josh mentions using armed neutrality as a way to step back and better listen and add value to a client. As a financial advisor, you have to be able to have compassion, you have to listen, you have to be ready to hear what the client’s goals are, and then you have to see how you’re going to help them achieve that goal.
  2. The today matters mindset. Mindset isn’t a set it and forget it type of thing. When it comes to mindset, Josh says that you have to surround yourself with the right people and try at it every day. Each day is a new day because discipline is an everyday thing. What will you do today?
  3. Compassion is key. “There’s so much that is detailed to a client’s story that you have to be able to have compassion, you have to be able to listen to them, you have to be ready to hear what they want, and then see how you’re going to help them achieve that timeline goal,” Josh says.

Referenced Materials

Tags

  1. Faith-Based
  2. Succession Planning
  3. Technology
  4. Next Gen
  5. Practice Management
  6. Growth Strategies
  7. Work Life Balance