Unlocking the Game of Financial Services With Kevin Tostado

NAIFA's Advisor Today Podcast Series

Kevin Tostado is a San Diego-based financial advisor and a former film producer with three Emmys. After a 15-year career in the film industry, including directing and producing award-winning documentary Under the Boardwalk: The Monopoly Story, he transitioned to financial services. As a career changer, Kevin brings a unique perspective on consultation, utilizing storytelling and strategic thinking to advise clients. He has received recognition as a 40 Under 40 winner and is now an engaged NAIFA member. With his engineering background, he takes an analytical approach to financial planning and strives to educate clients while advocating for industry best practices.

In this episode…

Transitioning to financial services from an unrelated career presents notable challenges. How does an individual from a distinct professional background establish themselves as a high-performing figure within the insurance and financial services sector? Moreover, can the strategies and insights acquired from a prior industry effectively inform one's approach to financial advising and client relationships?

Kevin Tostado, an esteemed 40 Under 40 award winner, shares his fascinating transition from an award-winning film producer to a financial advisor. He discusses the strategic parallels between the game Monopoly and financial advising, emphasizing the value of education and systematic approaches to client interactions. He shares his strategy for educating clients first and selling second and the role of NAIFA in advocacy. Kevin emphasizes the importance of being client-focused, prioritizing trust-building over immediate sales.

In this episode of Advisor Today, co-hosts Chris Gandy and Suzanne Carawan sit down with Kevin Tostado, financial advisor and former film producer, about his transition from film to financial services. Kevin shares his background in engineering and film and how they influence his approach to financial services, early challenges and strategies in financial services, his unique sales process inspired by filmmaking, and the benefits of joining NAIFA.