Ep 313: Finding Rollover Opportunities By Specializing In Transitions After Layoffs With John Stokes

John Stokes is the Founder and CEO of John Stokes Financial, a hybrid advisory firm based out of California that oversees more than $400 million in AUM for 1,800 client households. John has built a really unique expertise in layoff transitions, and has leveraged corporate layoff workshops that he delivers to soon-to-be-laid-off employees. He has also built a niche focusing on helping employees go through their layoff transition, allowing him to capture the inevitable rollover and other financial planning opportunities that arise along the way.

Listen in as we discuss how John has established and built relationships with large companies, and then leveraged those relationships to be their expert in layoff transitions. You'll learn what led him to pursue this niche, how he has been able to achieve a steady stream of over a hundred in-person workshops a year and a steady flow of new clients in both bull and bear markets, and why he chooses not to charge for his workshops, but instead feels that it’s his duty to provide goodwill and help people through trying times.

For show notes and more visit: https://www.kitces.com/313