Summit Stories Episode 7 – John & Carl Zeidler

In this episode of Summit Stories Founder & CEO Jonathan Musgrave speaks with John & Carl Zeidler. Jonathan, Carl, and John talk about a multitude of topics in this episode ranging from estate planning to working in smaller markets.

Carl founded Wall Street Financial in 1988 as his own independent RIA. He since has grown his practice and client base by focusing on the client first. In 2017 he was able to bring his son into the company as he continued to grow the business and expand in the Illinois market.

Episode Highlights

• 0:00 – 0:35 – Intro
• 0:47 – 5:02 – How Wall Street began
• 6:40 – 8:52 – Advisor education and training
• 10:38 – 12:00 – Marketing is an investment
• 12:52 – 16:12 – Challenges & benefits of being in a small market
• 17:03 – 20:42 – Estate planning seminars & approach
• 21:35 – 23:45 – Advice in partnering with lawyers
• 25:25 – 27:50 – Educational workshops in the financial space
• 28:20 – 29:25 – Moving into new markets
• 29:30 – 31:45 – Teaching and presenting
• 33:50 – 37:41 – Satellite offices & virtual appointments
• 37:45 – 40:33 – Succession Plan for the business
• 41:05 – 42:26 – Closing remarks

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Wall Street Financial Group, Inc.