Why I walked away from my 6-figure financial planning business
“If you were doing so well, why did you quit?”After 6 years building a multiple 6 figure financial planning business, I fully sold my book in December 2023. Few people really know why, and so I’m fina...
2 Huhti 202534min
The Tax Strategy Every Financial Advisor NEEDS Have With Their Clients – With The Tax Goddess, Shauna Wekherlien, CP
How much money are your clients leaving on the table when it comes to taxes? The truth is, most advisors aren’t maximizing tax strategies—and that’s where today's guest, Shauna A. Wekherlien, CPA (aka...
12 Maalis 202553min
Winning Against Robo-Advisors: The Power of Human-Centered Financial Planning with James Alexander
How do we (financial advisors) differentiate ourselves in an era of robo-advisors and automated investing? In this episode, I sat down with James Alexander, a badass FA and CFP, to break down the hum...
5 Helmi 202546min
From Imposter Syndrome to Unshakable Neutrality: How to Become Unfazed in Business
Ever feel like you’re just waiting for the other shoe to drop in your business? That nagging fear of being “found out” or not being enough?In this episode, I share my journey from living with constant...
24 Tammi 202514min
Unlocking the Advisor's Mindset for Success with Thomas Blottenberger
In this game-changing episode of the Success Money Mindset Podcast, I sat down with the incredible Thomas Blottenberger, a CFP® with 15 years in the trenches. We dove deep into: Why knowledge isn't ...
3 Joulu 202449min
JUMP OFF the Emotional/Financial Rollercoaster [For Financial Advisors]
Ever feel like you're on a ROLLER COASTER in your business? One month production is great. The next two months, it's NOT so great. Money is inconsistent, leads are inconsistent, and emotions are up an...
26 Marras 202423min
Three Ways to CLEAR the Prospecting Objection “Let Me Think About It”
Have you ever walked a client through your prospecting language, felt SOO good, got really motivated to get referrals --then suddenly you're hit with the “let me think about it!”? While it's SUPER com...
19 Marras 202415min
