Tag: Financial Goals

Featured Image
From Bankruptcy to Financial Success with Chris Bautista (Ep. 89)

From Bankruptcy to Financial Success with Chris Bautista (Ep. 89)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | TuneIn | RSS | More

Your financial advisors aren’t that much different from you. They deal with their own financial struggles and face their own problems when it comes to money. That personal experience can even help them advise clients better in the future.

In this episode, Royal Standley is joined by Chris Bautista, of Oregon Pacific Financial Advisors, who shares his background and experiences with financial struggles and bankruptcy. Chris shares his journey of owning a business and subsequently losing it during an economic downturn before finding his new path in life.

Chris discusses:

  • His professional background leading up to how he became a financial advisor
  • How his experience with bankruptcy shaped his interactions with clients
  • The importance of balancing personal life with financial advising
  • How different generations interact with money and why
  • Why he chose to become a financial advisor and become certified
  • And more

Connect with Royal Standley:

Connect with Chris Bautista:

About Chris Bautista:

Chris Bautista is a passionate and results-driven professional in the financial services industry with a deep understanding of the intricate world of finance. With extensive experience working with both individuals and businesses, he is committed to helping his clients achieve their financial goals and navigate the complexities of today’s economic landscape. Chris’ expertise lies in providing personalized financial advice, developing tailored strategies and implementing effective wealth management solutions. By leveraging his knowledge and staying abreast of the latest market trends, Chris strives to deliver comprehensive and innovative financial solutions that empower his clients to make informed decisions and secure their financial futures.

—

Discussions in this show are for educational purposes only. Information presented should not be considered specific investment advice or a recommendation to take any particular course of action.  Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change.  All investing involves risk, including the potential for loss of principal.  Securities offered through United Planners Financial Services (UP), Member FINRA/SIPC. Advisory Services offered through Oregon Pacific Financial Advisors, Inc. (OPFA). OPFA & UP are independent companies. Neither OPFA nor UP offers tax or legal advice.

Featured Image
Effective Strategies for Positive Company Culture with Lisa McClease-Kelly (Ep. 87)

Effective Strategies for Positive Company Culture with Lisa McClease-Kelly (Ep. 87)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | TuneIn | RSS | More

Are you looking for inspiration to overcome challenges and establish your own business? 

Interested in how effective strategies can create a values-driven workplace and enhance your leadership skills? The company culture could be the key.

In this episode, Royal Standley speaks with Lisa McClease-Kelly, Co-Owner of Kelly’s Automotive Services, as she opens up about her move to Oregon, the challenges she tackled while building her business, and why values and community support matter deeply. As a business coach, she dives into understanding different personalities and adapting leadership styles when cultivating a culture of gratitude within the workplace.

Lisa shares:

  • The challenges she faced after moving from California to Oregon, both personally and professionally
  • Why Kelly’s Automotive Services prioritize “values” when it comes to their staff in order to achieve a high level of customer loyalty and satisfaction 
  • How she coaches other businesses on culture and communication and connecting with their community
  • How she uses the DiSC style to assess the staff and the organization’s culture 
  • What business leaders of different size corporations can do to start finding more meaning or purpose in their business to impart to their employees
  • How her connection with her community has helped grow her business
  • The role her faith plays in their volunteering efforts, and how can you incorporate similar values into your community involvement
  • And more!

Connect with Lisa McClease-Kelly:

Connect with Royal Standley:

About Our Guest:

Lisa McClease-Kelly a business communications coach who believes creating a culture of communication and community are an absolute necessity in business today. She helps her clients to achieve that in their businesses to increase productivity and cut down on turnover. Lisa is a business owner with over 25 team members. She has had great success, won lots of awards, but more importantly, she has made mistakes and learned from them. 

–

Discussions in this show are for educational purposes only. Information presented should not be considered specific investment advice or a recommendation to take any particular course of action.  Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change.  All investing involves risk, including the potential for loss of principal.  Securities offered through United Planners Financial Services (UP), Member FINRA/SIPC. Advisory Services offered through Oregon Pacific Financial Advisors, Inc. (OPFA). OPFA & UP are independent companies. Neither OPFA nor UP offers tax or legal advice.