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Kyle Francis

Kyle Francis

Financial Planning Associate at Legacy Investment Planning in Nashville, TN; guest on The Elite Financial Advisor Podcast with Sten Morgan.

Sep 2, 2026

speaker_4UNKNOWN
6:41
Thank you.
6:43
All right.
6:45
Well, I think that I wanted to start with a question, and that question is going to be, I'm going to give you an option of a thumbs up or a thumbs down, right? If I say these terms, are you going to give me a thumbs up or a thumbs down? First one, DSO, is that a thumbs up or a thumbs down? You can't do half.
7:11
No halves.
7:12
No halves.
7:13
Okay? Okay? What about private equity? Interesting.
7:22
Little more low.

36 MINS LATER

speaker_4UNKNOWN
43:24
They're not guaranteed this.
12:20
But I do have these limiting beliefs on how I can actually add value.
12:25
That would be a tough ask.
12:26
I mean, if someone had that mindset and articulated it that way, I don't think they'd have a very good success rate of finding what they're looking for.
12:34
You have to come into somewhere with some kind of value that you're bringing to the farm.
12:38
Because if I was to come to you when I was interviewing at Legacy and I just out in the open said, I have no idea what I'm talking about.
12:46
I can't bring you any value, but pay me a salary because I need to survive.
12:50
And let's just hope this thing works out.

11 MINS LATER

23:35
How are you balancing that? That's a great question.

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