BNI Networking & Strengths-Based Leadership | Business Growth Strategies with Jonathan McAlister
Season 1 - Episode 18 - BNI The Perfect 100 Podcast with Tammy Zurak
🎙 GUEST: Jonathan McAlister of Kimery Wealth Management
🌐 Website: https://www.kimerywealth.com
Contact: JONATHAN.MCALISTER@KIMERYWEALTH.COM
CliftonStrengths: Jonathan McAlister: Competition | Relator | Consistency | Analytical | Develope
In this episode, Jonathan McAlister, a certified financial planner, shares his journey into financial advising, the importance of trust and relationships in the industry, and how BNI has played a crucial role in his business growth. He discusses common financial mistakes, the significance of culture in networking groups, and offers practical tips for building wealth. Jonathan emphasizes the balance between financial planning and emotional needs, the impact of lifestyle choices, and the legacy he hopes to leave behind. He also provides insights into networking strategies for introverts and the guiding principles that shape his approach to life and business.
📚 Topics Covered
Jonathan McAlister’s role with Kimery Wealth Management
His leadership journey as chapter president
Responsibilities and mindset shifts in leading a BNI chapter
Building trust and strong relationships within the network
The impact of wealth management expertise in BNI settings
Ensuring a chapter thrives under effective leadership
👍 Like this episode? Don’t forget to hit the Like button, subscribe, and leave a comment with your biggest takeaway!
🔔 Subscribe so you never miss an episode of The Perfect 100.
🔗 Websites: https://bnitheperfect100.com, www.tammyzurak.com
📩 Coaching Inquiries: tammy@tammyzurak.com
💡 Free Resources: www.tammyzurak.com
🎯 Book a Zoom to discuss Strengths and Coaching: Book a Strategy Chat
📸 Instagram: @zbusinesscoach
🔗 LinkedIn: Tammy Zurak on LinkedIn
🎙 Podcast Page: Listen Anywhere: https://bniperfect100.transistor.fm/subscribe
Subscribe by RSS feed: https://bniperfect100.transistor.fm/subscribe👍 Like this episode? Don’t forget to hit the Like button, subscribe, and leave a comment with your biggest takeaway!
🔔 Subscribe so you never miss an episode of The Perfect 100.
Chapters
00:00 Introduction to Jonathan McAllister
03:18 Jonathan's Journey into Financial Planning
05:07 The Importance of Trust in Financial Advising
08:10 The Role of BNI in Jonathan's Professional Growth
08:44 Building a Thriving Chapter Culture
14:09 Measuring Success in BNI and Business
23:16 Understanding CliftonStrengths and Their Impact
25:40 Balancing Professional and Personal Life
28:32 The Emotional Side of Financial Advisory
31:54 Common Financial Mistakes and Lifestyle Creep
35:11 Practical Tips for Building Wealth
38:58 Life Lessons from Personal Experiences
40:43 Overcoming Networking Challenges
50:08 Future Aspirations and Legacy
🎙 GUEST: Jonathan McAlister of Kimery Wealth Management
🌐 Website: https://www.kimerywealth.com
Contact: JONATHAN.MCALISTER@KIMERYWEALTH.COM
CliftonStrengths: Jonathan McAlister: Competition | Relator | Consistency | Analytical | Develope
In this episode, Jonathan McAlister, a certified financial planner, shares his journey into financial advising, the importance of trust and relationships in the industry, and how BNI has played a crucial role in his business growth. He discusses common financial mistakes, the significance of culture in networking groups, and offers practical tips for building wealth. Jonathan emphasizes the balance between financial planning and emotional needs, the impact of lifestyle choices, and the legacy he hopes to leave behind. He also provides insights into networking strategies for introverts and the guiding principles that shape his approach to life and business.
📚 Topics Covered
Jonathan McAlister’s role with Kimery Wealth Management
His leadership journey as chapter president
Responsibilities and mindset shifts in leading a BNI chapter
Building trust and strong relationships within the network
The impact of wealth management expertise in BNI settings
Ensuring a chapter thrives under effective leadership
👍 Like this episode? Don’t forget to hit the Like button, subscribe, and leave a comment with your biggest takeaway!
🔔 Subscribe so you never miss an episode of The Perfect 100.
🔗 Websites: https://bnitheperfect100.com, www.tammyzurak.com
📩 Coaching Inquiries: tammy@tammyzurak.com
💡 Free Resources: www.tammyzurak.com
🎯 Book a Zoom to discuss Strengths and Coaching: Book a Strategy Chat
📸 Instagram: @zbusinesscoach
🔗 LinkedIn: Tammy Zurak on LinkedIn
🎙 Podcast Page: Listen Anywhere: https://bniperfect100.transistor.fm/subscribe
Subscribe by RSS feed: https://bniperfect100.transistor.fm/subscribe👍 Like this episode? Don’t forget to hit the Like button, subscribe, and leave a comment with your biggest takeaway!
🔔 Subscribe so you never miss an episode of The Perfect 100.
Chapters
00:00 Introduction to Jonathan McAllister
03:18 Jonathan's Journey into Financial Planning
05:07 The Importance of Trust in Financial Advising
08:10 The Role of BNI in Jonathan's Professional Growth
08:44 Building a Thriving Chapter Culture
14:09 Measuring Success in BNI and Business
23:16 Understanding CliftonStrengths and Their Impact
25:40 Balancing Professional and Personal Life
28:32 The Emotional Side of Financial Advisory
31:54 Common Financial Mistakes and Lifestyle Creep
35:11 Practical Tips for Building Wealth
38:58 Life Lessons from Personal Experiences
40:43 Overcoming Networking Challenges
50:08 Future Aspirations and Legacy
Creators and Guests
Host
Tammy Zurak
With 10+ years in BNI, I've experienced both the franchise and company-owned sides as a member, Director Consultant, Chapter Success Coach, and Managing Director. I've proudly maintained a perfect Power of One score of 100 for the past six months in the East Memphis Chapter (something that very few of BNI's 300,000+ members worldwide can claim!). I'm also a Gallup Certified CliftonStrengths Coach and I'd like to give you an overview of how you might use your personal Strengths to maximize your BNI experience!
