The Money Pig Podcast19 Mai 2023

BONUS! Special address from Tim Goodwin from Client Appreciation Event April 23, 2023

This transcript is from the Money Pig Podcast hosted by Reid Trego, sponsored by Goodwin Investment Advisory. The podcast focuses on financial peace, independence and generosity. In this episode, Tim Goodwin joins as a guest to discuss PPIs (Purpose Performance Indicators) and KPIs (Key Performance Indicators). They break down their BHAGs (Big Hairy Audacious Goals) which center around clients, team members, community and industry as a whole. For clients specifically, they aim to empower families with confidence that their legacy will last for generations and track generational clients along with Net Promoter Score which was 83 in the latest survey. They also strive to create careers people love within their team of 13 employees using Office Vibe system for regular feedback surveys resulting in scores higher than industry benchmark. Finally, they focus on serving the community through various initiatives such as charity work.

Tim from Goodwin Investment Advisory talks about the importance of making an impact in their community beyond just managing money. They measure their impact through generosity, such as helping clients establish donor advised funds, and giving away birthday books to clients. They also give back to various nonprofits, including supporting schools and educational funds. Tim emphasizes the need for more diversity in the financial advising industry and encourages companies to track purpose performance indicators alongside key performance indicators. Goodwin offers benefits like paid volunteer days and birthday books to employees as part of their intentional strategy for making a positive impact on their community.

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