#019 – Playing football in the NFL felt like SaVion Harris’ destiny – his brother and many close friends played, and he always thought he would be next. But a college season filled with multiple significant injuries brought an end to that dream and forced him to pivot. Knowing he had given his all to his lifelong dream, the transition did not leave him filled with regret; but instead feeling grateful. The game he loved had prepared him well for his next step in life – becoming a financial advisor. Hear how SaVion shifted his “big-dream” approach, teamwork skills, and honest self-analysis to the financial services industry, overcoming setbacks to successfully build a business based on serving his clients like family.
Comments closedTag: entrepreneurship
#018 – So many financial professionals end up trading their health for their career and don’t really take notice of their declining health until they get some shocking wakeup call. But, exercise physiologist and Certified Wellness Coach Stevyn Guinnip says it doesn’t have to be this way. We can avoid or even recover from “Advisor-Bod.” In fact, she says, advisors’ financial know-how is actually a super-power they can apply to reclaiming their health for good, staying on track forever, and retiring “wellthy.” She says the journey to physical health is almost identical to the journey to financial wealth, from starting early, to having a plan, to making small but consistent deposits. In this interview she talks about some of the most important (and obvious) health markers many advisors are overlooking and provides many no-cost, easy-to-implement activities to boost your wellness account balance, which is just as vital to a quality retirement as your financial account balance.
Comments closed
#017 – Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA®, says financial advisors are their own worst clients. Advisors rarely do financial planning or retirement planning for themselves like they do for their clients, and most advisors’ business succession plans fail because they never get started. Brock, a 3rd generation financial advisor herself, is founder of Ellevate Advisors, LLC, the only advisory firm in the world that specializes in financial planning and exit coaching for advisors. She discusses why advisors need to hire a professional to advise them, despite often believing they can best take care of things for themselves. She also highlights issues people simply can’t work through effectively without outside/distanced input. Hear her specific advice for advisors about how to avoid distractions and shape your day-to-day activities to ensure you successfully achieve your end vision for both your professional and personal life.
Comments closed
#016 — Client insight and engagement expert Julie Littlechild says after what has happened over the past couple of years, advisory clients’ biggest issues don’t have to do with the service advisors are delivering, but has more to do with how they are feeling about what’s important to them and how they think about the future. She says these changes in clients’ focus and mindset scream of opportunity for advisors to cultivate client loyalty, but only if advisors are bold enough to lay aside old assumptions and ask clients what they now need, want and expect.
Comments closed
#015 — Matt Halloran respects how tough it is for financial advisors to run a practice, do effective marketing and live a life. He teaches advisors how to use podcasting to amplify their influence while being themselves, letting their passions shine through and creating strong brands that resonate with ideal prospects and centers of influence – all within our highly regulated industry of financial services.
Comments closed
#014 — Focusing on people over product, including being genuinely curious about even the non-obvious influences on the decision-making process, leads to creating client relationships that last for generations. Family-business expert David Specht is the Director of the Drucker School Global Family Business Institute. He says advisors need to understand that curiosity trumps credentials when bringing lasting value to client relationships.
Comments closed
#012 – Paul Kingsman continues walking you through the goal-setting process that equips you to actually get things done and sets you up to achieve what you’ve said you want. After setting your TARGET Goals in the last episode, today Paul explains how to translate those goals into actionable priorities. He also discusses how keeping the benefits of reaching your goals front and center helps you stay focused and motivated. Follow along step-by-step to create a pathway that leads you to the success you want as soon as possible.
Comments closed
#011 – Paul Kingsman walks you through how to build tools you need to make 2022 your most productive, satisfying and successful year yet. New Year’s resolutions come and go. Follow along step-by-step to create a pathway that leads you to the success you want as soon as possible.
Comments closed
#010 – Wealth advisor, single mom, business owner, and author and media personality Nicole Middendorf gets personal and transparent about how finding her way out of being lost in a life she never wanted not only led to her own success and happiness, but also created tools she uses to empower others to find vision, motivation, balance and happiness in their lives.
Comments closed