Nurturing Success · 2026-03-13 · 30 min
Host: John Thompson Guest: Linda Clayton In this episode of Nurturing Success , John chats with financial advisor Linda Clayton about her unique journey into finance and her client-centric planning philosophy. Linda, who transitioned from the airline industry after 9/11, shares how teaching financial planning to a diverse group of MBA students informs her practice. She emphasizes the importance of patience, listening to what clients don't say, and grounding every decision in the question, "What are we solving for?" Linda also details her business development strategy, which is heavily based on referrals and community involvement. She discusses her annual "Pride and Gratitude" questionnaire, a powerful tool to help clients recognize their progress and set future goals. Finally, she offers valuable insight on the crucial role of liability and debt management in a robust financial plan. What You'll Learn: The perspective gained from teaching MBA students with diverse financial backgrounds. How a major career transition led to a passion for empowering others facing financial setbacks.
Todd Ballenger: Founder of the National Institute of Financial Education65 / 100Gary Pattengale of MesirowMadison Gilmartin of Goosehead InsuranceLauren Rockett, Liability AdvisorChris Mastro, CFP® of Impact Fiduciary