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This week we thought we would revisit an old episode reflecting on the question âwhat is real financial planning?â In this podcast episode, Wes and Justin welcome Carl Richards as a special guest. They discuss the concept of "real financial planning" and aligning one's use of capital with what is important to them. Carl emphasizes the importance of recognizing human tendencies and biases in financial decision-making and encourages a mindset of curiosity and experimentation. They also explore the role of financial planners as guides in a changing landscape and navigating uncertainty. Carl introduces the Society of Advice, a monthly membership program that focuses on personal growth and self-discovery. The episode concludes with a discussion on trusting one's intuition and making meaningful decisions.
In todayâs episode we will cover:
The essence of âReal Financial PlanningâTransforming from Defenders to GuidesNavigating risks and uncertaintyThe power of reflectionWe hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!
If you want to learn more about Carl Richards and all the great work he has done we encourage you to visit his website at The Society of Advice. Maybe youâre interested in taking your own planning in a new direction, in that case we would love to have you join us in one of our comingTransform Learning Seriesâ˘. You can learn more at wesyounglive.com. Again, thank you for joining and we look forward to next time.
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In this episode of "From Busy to Rich," join hosts Wes and Justin as they continue to explore the concept of peak performance teams. They discuss three essential traits: Empower, Transform, and Persist. Empowerment involves creating an uplifting atmosphere where team members take ownership. Transformation focuses on continuous improvement and embracing change. Persistence, or "savage persistence," emphasizes steadfastly pursuing goals despite challenges. They encourage listeners to reflect on these concepts and implement them to foster a culture of excellence and high performance within their own teams.
In todayâs episode we will cover:
Traits and characteristics of high-functioning teamsDifferences between employees and team membersImportance of understanding individual strengthsEmpowerment within teamsEmbracing change and innovationThe significance of persistence in achieving goalsStrategies for fostering engagement and motivation among team membersWe hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!
If youâre an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series⢠- click here for information on how to sign up.
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In this episode of "From Busy to Rich," join hosts Wes and Justin as they discuss "the dance of peak performance teams." They emphasize the importance of aligning team members to work cohesively. They explore strategies such as defining the organization's goals and purpose, establishing a rhythm for team activities, and using technology to create efficient collaboration. Wes highlights the need for continuous improvement and avoiding burnout through structured rhythms.
In todayâs episode we will cover:
Importance of team alignment for peak performanceDefining organizational goals ("what") and purpose ("why")Establishing a structured rhythm for team activitiesContinuous improvement of processes for efficiencyStrategies to avoid team burnoutEncouraging creativity through effective preparationRole of leadership in fostering team collaborationWe hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!
If youâre an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series⢠- click here for information on how to sign up.
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In this episode of "From Busy to Rich," join hosts Wes and Justin as they explore the complexities of building and sustaining peak performance teams, with a focus on strategic hiring. They discuss the distinction between employees and team members, advocating for hiring action-oriented "doers" over mere "thinkers." Wes and Justin provide valuable insights and practical strategies for enhancing team dynamics and overall effectiveness.
In todayâs episode we will cover:
Building and sustaining peak performance teamsDistinction between employees and team membersAssessment of team roles and responsibilitiesStrategies for enhancing team effectiveness and overall performanceWe hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!
If youâre an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up.
Click Here For Free Trial Access to the Time Talent Transformation Tool!
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In this episode of "From Busy to Rich," join host Wes on location as he interviews Gordon Parker, a financial advisor with 35 years of experience. They discuss practice design, team structure, and the importance of client relationships. Gordon shares his journey from starting out in 1990 to building a successful fee-based model and emphasizes the significance of hiring the right team members. They offer valuable insights into growing a financial advisory practice by focusing on relationships and team dynamics.
In todayâs episode we will cover:
Team structure and dynamics in financial advisory practicesBuilding strong client relationshipsEvolutions in the advisory industryChallenges faced by financial advisors when starting their careersNavigating growth and change within a financial advisory practiceFlexibility in business operations and client interactionsFocus on ideal clients while managing a broader client baseWe hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!
If youâre an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series⢠- click here for information on how to sign up.
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In this episode of "From Busy to Rich," host Wes Young engages with Michael Broderick, a seasoned financial advisor from Boston. Michael shares his nearly 30-year journey in the financial advisory business, emphasizing the importance of holistic planning, lifelong learning, and effective client communication. He discusses the challenges of implementing change within an organization, the significance of having a clear vision, and the iterative process of improvement. Michael also highlights the need for collaboration among advisors and the value of continuous education. His insights provide valuable lessons for both new and experienced advisors.
In todayâs episode we will cover:
The role of lifelong learning and continuing education in professional development.Effective communication strategies for engaging with clients.Strategies for embracing and managing change within an organization.The importance of having a clear vision for guiding organizational change.Tools and methods for assessing and improving organizational practices.We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If youâre an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series⢠- click here for information on how to sign up.
Have a question for us to answer on the podcast? Let us know here!
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This episode of "From Busy to Rich," hosts Justin Lakin and Wes Young explore untapped opportunities in the financial advisory industry, emphasizing the importance of tax intelligence and collaboration with CPAs. Wes shares a story about two shoe salesmen to illustrate different mindsets towards opportunities. Their discussion highlights how integrating tax planning can enhance financial advisors' practices, improve client relationships, and increase profitability. They also provide resources like the narrative checklist and recommend tools and podcasts to help advisors deepen their tax knowledge and better serve their clients.
In todayâs episode we will cover:
What are the untapped opportunities in the financial advisory industryImportance of tax intelligence in financial planningCoordination between financial advisors and CPAs (Certified Public Accountants)Mindset differencesProactive client engagement in tax discussionsPractical strategies for improving tax intelligence among advisorsResources and tools available for advisors to enhance tax planningOngoing learning and adaptation to changes in the tax codeWe hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If youâre an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series⢠- click here for information on how to sign up.
Get two weekâs free access to the Transform Narrative Checklist!
Mike Jesowshek Small Business Tax Savings Podcast
TaxElm
Have a question for us to answer on the podcast? Let us know here!
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This episode of "From Busy to Rich," hosts Justin Lakin and Wes Young welcome guest Whitney Jurjevich, a former Marine turned successful business owner. Whitney shares his journey, emphasizing the importance of perseverance, learning from both highs and lows, and understanding one's value. He discusses the significance of having a clear vision in business and investing in personal development. The conversation highlights the necessity of continuous learning, mentorship, and taking actionable steps to achieve success. Whitney's story serves as an inspiration for listeners to embrace their own growth journeys.
In todayâs episode we will cover:
Business insights and acumenThe importance of having a clear vision in business venturesLearning from both successes and failuresThe value of mentorship and seeking guidanceThe distinction between quantity and quality of experienceEmbracing the iterative process of growthThe role of resilience in achieving long-term successWe hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If youâre an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up.
Have a question for us to answer on the podcast? Let us know here!
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This episode of "From Busy to Rich," Wes, Sten, and Andy delve into the evolving dynamics between financial advisors and wholesalers. They initiate the conversation by reflecting on their changing perspective on these relationships. They discuss the nature of influence in business, emphasizing the importance of wholesalers understanding advisors' challenges before pitching products. Sten, shares personal experiences, highlighting the need for advisors to prioritize client interests and maintain professional integrity. The episode underscores the significance of setting clear expectations, fostering meaningful interactions, and balancing collaboration with objectivity in the financial advisory landscape.
In todayâs episode we will cover:
Evolving dynamics between financial advisors and wholesalersThe nature and levels of influence in business relationshipsChallenges faced by financial advisors in engaging with wholesalersClear expectations in wholesaler-advisor relationshipsStrategies for wholesalers to provide value to financial advisorsBalancing personal relationships with professional integrityEmbracing new opportunities while maintaining focus on client interestsWe hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If youâre an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series⢠- click here for information on how to sign up.
Have a question for us to answer on the podcast? Let us know here!
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This episode of "From Busy to Rich," released on September 11, 2024, marks the 23rd anniversary of the terrorist attacks on 9/11/2001. We take a moment of remembrance for the nearly 3,000 lives lost and the bravery of first responders. The preparation for todayâs episode highlighted the challenge of having difficult conversations. Hosts Wes and Justin discuss the importance of addressing "the elephant in the room"âacknowledging and discussing uncomfortable issues to improve profitability and quality of life. Wes shares a personal anecdote about a challenging meeting with a CEO, highlighting how confronting underlying tensions can lead to more productive conversations. They emphasize honesty and openness in professional interactions, especially in difficult situations.
In todayâs episode we will cover:
Importance of addressing difficult topics in professional settings.Concept of "the elephant in the room" and its relevance to uncomfortable discussions.Impact of acknowledging underlying tensions on productivity and communication.Emphasis on honesty and openness in professional interactions.The role of trust and collaboration in enhancing client relationships.Call to reflect on personal professional challenges and address them proactively.We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If youâre an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up.
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In this episode of "From Busy to Rich," hosts Wes and Justin continue their discussion on defining the "game" one wants to play in life and business. They stress the importance of consciously choosing priorities and strategies that align with one's values. Wes introduces the use of new tools to streamline processes, saving time and improving the quality of client interactions. They emphasize that these strategies can lead to greater success, fulfillment, and a better quality of life for advisors.
In todayâs episode we will cover:
Defining personal and business goals and the "game" one wants to play.Aligning resources (time, talent, energy, attention) with personal values.Challenges faced in traditional meeting planning preparation processes.Introduction of new tool for efficient meeting prep.The significance of embracing tools like checklists and video summaries.Improving overall efficiency and quality of life for financial advisors.We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If youâre an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up.
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In this episode of "From Busy to Rich," hosts Wes and Justin explore the concept of defining the "game" professionals want to play in their careers and lives. They emphasize the importance of clarity in setting personal and professional goals and creating a vision that inspires and motivates. Wes discusses the significance of understanding one's priorities and standards of excellence, rather than inheriting them from others. The conversation also highlights the role of gratitude and reflection on past experiences in shaping future aspirations.
In todayâs episode we will cover:
Defining the "game" professionals want to play in their careers and lives.Creating a vision that inspires and motivates individuals.Reflecting on past experiences to identify key moments of joy and fulfillment.Practical steps for turning aspirations into actionable goals.The need for clear standards and processes to achieve goals.Importance of community and feedback in personal growth.We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If youâre an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series⢠- click here for information on how to sign up.
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In this episode of "From Busy to Rich," hosts Wes and Justin welcome Jon Acuff, an author and speaker, to discuss insights from his latest book. They emphasize the importance of reflecting on past successes to inform future goals. Jon introduces practical strategies like breaking down goals into manageable steps and the "rearview mirror exercise" to foster gratitude and self-awareness. The conversation aims to inspire financial advisors to enhance their profitability and quality of life by aligning their goals with their values and building trust with clients through small, achievable wins.
In todayâs episode we will cover:
Importance of personal development for financial advisorsReflecting on past successes to inform future goalsPractical methods for effective goal-settingConcept of a "best moments list" for identifying passionsThe "rearview mirror exercise" for fostering gratitude and self-awarenessBreaking down goals into manageable steps using a "goal ladder"Aligning retirement plans with personal values and relationshipsThe impact of negative "soundtracks" on mindset and successEmphasizing the joy of the journey toward achieving goalsFor a chance to get a free copy of Jonâs book, please email [email protected] with the subject âAll It Takes Is A Goalâ and include the following information in the email:
Go to Apple Podcasts, Spotify, or wherever you listen to the show and leave a review.Take a screen shot of your review and email address so we know itâs you, then attach screenshot to the email.Share your mailing address that you want your copy shipped to.We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If youâre an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series⢠- click here for information on how to sign up.
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In this episode of "From Busy to Rich," hosts Wes and Andy interview Jerry Morgan, President and CEO of Texas Roadhouse. Jerry shares his 27-year journey from managing partner to CEO, emphasizing the importance of maintaining high standards in service and food quality. He discusses the company's culture, leadership principles, and commitment to community engagement. Jerry also highlights the balance between innovation and staying true to core values, reflecting on the company's expansion and the introduction of new restaurant concepts. The episode offers valuable insights into leadership and innovation relevant to any industry.
In todayâs episode we will cover:
Jerry Morgan's 27-year journey at Texas Roadhouse, from managing partner to CEO.The culture and values that define Texas Roadhouse.Leadership principles and philosophy emphasized by Jerry Morgan.The importance of maintaining high standards in service and food quality.The company's commitment to community engagement and customer experience.The balance between innovation and staying true to core offerings.Creating a positive work environment for employees.The significance of discipline and clarity of expectations in leadership.Strategies for building strong customer relationships without relying on traditional advertising.Lessons on mastering fundamentals and fostering collaboration in business.We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If youâre an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up.
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In this episode of "From Busy to Rich," hosts Wes and Andy engage in a deep conversation with Mike, a seasoned advisor and leader at New York Life. Mike shares his 30-year career journey, emphasizing themes of personal growth, leadership, and the importance of not limiting one's potential. He introduces the concept of the "three P's" of future planning: Pipe Dream, Probable, and Possible, advocating for a mindset focused on possibilities and innovation.
In todayâs episode we will cover:
Personal growth and developmentLeadership and mentorshipThe significance of setting ambitious goalsThe concept of "possible" versus "pipe dreams"The role of sacrifice in achieving successThe idea of "savage persistence" in overcoming challengesThe importance of community and support in personal journeysInsights from the book "The 52 Truths"For a chance to get a free copy of Mikeâs book, please email [email protected] with the subject 52 Truths with the following information:
Share one truth you live byShare your mailing address that you want your copy shipped toWe hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If youâre an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up.
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In this episode of "From Busy to Rich," hosts Wes and Justin welcome Dev Warren, an experienced business advisor. The discussion, inspired by Jamie Kern Lima's book "Worthy," focuses on helping financial advisors enhance their profitability and quality of life. Dev shares his career journey, emphasizing the importance of mentorship and seizing opportunities. He discusses the challenges entrepreneurs face when they hit a plateau and the need for adaptability and strategic hiring. They encourage listeners to embrace new ideas, trust their teams, and design a life aligned with their values and passions.In todayâs episode we will cover:
Theme of Being "First"Mentorship ImportanceNavigating Business PlateausStrategies for helping business owners assess priorities and identify growth areas.Insights on taking calculated risks and the importance of trusting instincts in business decisions.Creating a Meaningful LifeLegacy and Business RepresentationTeam Dynamics and TrustAdaptability and Strategic HiringWe hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If youâre an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up.
If youâre interested in learning more about Dev Warren and what his team does you can find out more on his website https://ascendantadvisory.com/, or you can email him directly at [email protected].
Here is a link to the book by Jamie Kern âWorthyâ https://worthybook.com/.
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In this episode of "From Busy to Rich," hosts Wes and Justin delve into the concept of achieving a 10x growth jump. They emphasize the importance of rethinking and reshuffling team roles to facilitate significant growth. Using analogies like bicycles and bamboo, they illustrate different growth strategies. Bicycles represent incremental, visible progress, while bamboo symbolizes foundational, unseen development that eventually leads to exponential growth. They discuss delegating tasks, creating ideal calendars, and setting clear success metrics for new hires. The episode underscores the need for strategic planning and intentional actions to achieve transformative business growth.
In todayâs episode we will cover:
Taking a 10x jump in growthRethinking and reshuffling the deck of where people sit on the busAnalogy of bicycles and bamboo in relation to business growthDelegating tasks and focusing on high-value activitiesCreating job descriptions and ideal calendarsBuilding a strong foundation and root system for growthEvaluating tasks as bicycle 10x or bamboo 10xIntention behind solutions for growthTransform Learning SeriesWe hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. If youâre an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up. You can also access our TTT tool right here.
If youâre interested in the Strategic Coach program Wes mentioned in the episode you can learn more by clicking here!
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In this episode of "From Busy to Rich," host Andy and Wes explore the concept of alignment in business, and the four levels of entrepreneurial evolution. They discuss the importance of aligning capital with personal values and the transition from micromanaging to building a strong team. Wes emphasizes the "who not how" mindset, empowering leaders, and creating a self-managed company. They highlight the ultimate goal of a self-multiplying team, leveraging unique abilities for maximum growth. The conversation underscores the need for regular realignment, energy management, and fostering a culture of continuous improvement.
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In todayâs episode we will cover:
Power of alignment in businessFour levels of entrepreneurial evolutionImportance of aligning capital with personal valuesTransitioning from "rugged individual" stage to building a strong teamShifting to a "who not how" mindset for business growthCreating a self-managed company by replacing oneself with leadersLeveraging talents and unique abilities for maximum impactConcept of self-multiplying at level fourImportance of emotional maturity and long-term vision for growthWe hope you enjoy this episode, and would love to hear your feedback by leaving a review. If youâre an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series - click here for information on how to sign up.
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In this episode of "From Busy to Rich," host Andy and Wes explore the four levels of delegation. They explain each level: gathering information, informed progress, informed results, and ownership. Emphasizing the importance of clear communication, they discuss how understanding these levels can lighten leaders' mental loads and foster trust within teams. They also stress the need for celebrating the ownership level of delegation and plan to create a series of shorts on these concepts for their listeners.
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In todayâs episode we will cover:
Four levels of delegationImportance of clear communication and understanding of delegation levelsTension and potential misunderstandings in delegationExamples and insights into applying delegation levelsImpact of delegation on reducing mental load and creating a healthier business environmentCelebrating and acknowledging the ownership level of delegationWe hope you enjoy this episode, and would love to hear your feedback by leaving a review. If youâre an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series⢠- click here for information on how to sign up.
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In this episode of "From Busy to Rich," hosts Andy, Wes, and Justin discuss the importance of being intentional and focusing on moving towards desired goals rather than away from undesired situations. They explore themes of leadership, personal development, and the financial planning industry. The conversation emphasizes the need to challenge default settings, clarify what a rich life means, and align actions with true values. By defining success and setting clear intentions, they argue that individuals can achieve more meaningful progress and avoid the pitfalls of aimless business.
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In todayâs episode we will cover:
Being intentional and focusing on moving towards what one wants rather than away from what one doesn't wantLeadership and personal developmentFinancial planning industryChallenging default settingsThe importance of defining what "winning" looks likeArticulating a rich life and aligning goals with clientsThe power of frustration as a motivator for growthChanneling business towards what truly mattersSetting clear intentions for progressAvoiding getting caught up in activities that don't align with goalsWe hope you enjoy this episode, and we would love to hear your feedback by leaving a review. If youâre an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps youâve been following us for a while, and youâre ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series⢠- click here for information on how to sign up.
- Se mer
