Stop Selling & Start Showing Up

Stop Selling & Start Showing Up

Paul Winkler started out so broke he "couldn't pay attention" (his words, not ours) — and built one of Nashville's most respected RIAs by doing the one thing nobody else was willing to do: teach.

In this episode of Regulate THIS!, Leila and Tracie sit down with Paul Winkler — founder of Paul Winkler, Inc., SEC-registered RIA, multi-degreed scholar, licensed therapist, rock musician, and one of the few advisors out there who actually gets it. Paul shares the unfiltered truth about how he built a multi-office firm from the ground up, why hustle without heart will get you nowhere, and the marketing philosophy that took him from selling ad slots on a big band radio station to a thriving practice with clients who treat him like family.

We get into:

  • Why "teach, don't sell" is the most underrated growth strategy in financial services
  • The mindset shift that turns prospecting fear into client magnetism
  • How systems (not hustle) actually scale a firm
  • Why compliance isn't a sales killer — it's a credibility builder
  • The E-Myth principle every RIA owner needs to hear before they burn out

Paul also shares the moment a mentor told him "you're a teacher — teach" and changed the entire trajectory of his business. If you've ever wondered whether you have what it takes to build something real in this industry, this one's for you.

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Jaksot(33)

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6 Maalis 42min

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Amber Davis joins Regulate THIS! to talk about what actually happens during compliance testing—and what she finds when firms think they're compliant but really aren't. From email supervision gaps to a...

20 Helmi 33min

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