The Calendar System That Runs My Entire Practice with Ryan Calhoun

Ryan Calhoun shares his journey from college baseball player to building a thriving financial advisory practice. Ryan opens up about the challenges of starting from scratch, the critical mindset shift from viewing financial advising as a job versus a career and business, and why showing up consistently is the only real "secret" to success. He discusses the importance of systems and calendar management, the game-changing decision to hire his first assistant, and how working with senior advisors helped accelerate his growth. Ryan also shares practical advice on asking for referrals without feeling salesy, the value of morning routines, and why leveraging your time is the ultimate key to exponential growth. This conversation is packed with honest insights for newer advisors navigating the early years of practice building.

Chapters:

• (00:00:00) - Welcome & Meet Ryan: From Baseball Dreams to Financial Freedom
• (00:01:00) - How Ryan Got Into Financial Services
• (00:03:00) - Setting Expectations: What Financial Advising Really Is
• (00:05:00) - Job vs. Career vs. Business Mindset
• (00:08:00) - The Only Secret: Just Don't Quit
• (00:11:00) - When Clients Say "Thank You" - Finding Your Why
• (00:14:00) - How Ryan Structures His Day and Calendar
• (00:18:00) - The Power of Morning Routines
• (00:20:00) - Why Hiring an Assistant Was a Game-Changer
• (00:23:00) - When You Need an Assistant, You Needed One Yesterday
• (00:26:00) - Asking for Referrals Without Feeling Salesy
• (00:29:00) - What Ryan's Most Proud Of
• (00:30:00) - Final Advice: Leverage Your Time for Exponential Growth

Links and Resources

• Website
• Ryan Calhoun on LinkedIn
• 7 Figure Advisor
• Nick Davies on LinkedIn

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This informational and educational podcast does not offer or constitute – and should not be relied upon -- as financial, mortgage or tax advice. Equitable Advisors, LLC and its associates and affiliates do not provide tax, legal, mortgage or credit counseling advice or services.

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