Wealthy Advisor Mindset

Truest Fan: Live, Love and Lead with Purpose and Impact book

32 | Jacki Liautaud | Unlock Curiosity and Authenticity for Success Sep 24, 2024

In today's episode of the Wealth Advisor Mindset podcast, Nina is joined by Jacki Liautaud, owner of Tree Fort Financial Inc.

During the conversation, Jacki shares her approach to navigating life's inevitable challenges by cultivating a sense of mindfulness and presence. She highlights how daily routines, from walking her dog to practicing hot yoga, help her recenter and refocus.

You'll discover how periods of uncertainty and a lack of direction can lead to unproductive decision-making, both personally and professionally. Jacki explains that having a clear vision has been critical in steering her toward success, much like how she helps others plan for their futures.

The reflections on authenticity and curiosity found in this episode offer guiding principles for your professional life, shaping the way you interact with clients, helping them achieve their goals.

If you've enjoyed this episode of the Wealth Advisor Mindset podcast, be sure to leave a review and subscribe today!

What You Will Learn In This Show:

Jacki's educational background in sociology and English, as well as the importance of critical thinking and curiosity.
The importance of hard work, the willingness to learn, and the value of a small ego.
Initial concerns from Jacki's family about working with her father, and the potential challenges of a parent-child partnership.
The value of having a clear vision and the ability to adapt to changing circumstances.
And so much more...

Resources:

31 | Rob Brown | From Limitations to Liberation: The Truth About Mindset Sep 17, 2024

In today's episode of the Wealth Advisor Mindset podcast, Nina is joined by Rob Brown, founder of Truest Fan Coaching and author of "Truest Fan: Live, Love and Lead with Purpose and Impact."

Nina and Rob discuss the power of dreaming big and how our mindset shapes the way we approach goals and success. They explore how people often limit their ambitions, holding back due to fears of failure or self-imposed boundaries.

You'll discover the emotional connection necessary for pursuing meaningful goals. It's not just about setting targets; it’s about understanding the deeper "why" behind them. By connecting with this underlying purpose, you can overcome mental roadblocks that prevent you from reaching your full potential.

This episode offers insights into how this mindset transformation can unlock new levels of productivity and satisfaction, encouraging you to challenge your current perceptions and envision a life of greater impact and fulfillment.

If you've enjoyed this episode of the Wealth Advisor Mindset podcast, be sure to leave a review and subscribe today!

What You Will Learn In This Show:

How understanding his "why" helped Rob apply his routines and rituals more meaningfully.
Why the lack of a purpose-based plan is a significant challenge for many financial advisors.
The value of the dreaming process, giving it time and space, free from distractions and comparisons to others.
Rob's belief that many financial advisors do not think enough about their mindset and how it impacts their success.
And so much more...

Resources:

Truest Fan Coaching

Rob's LinkedIn

Rock Money Scissors Financial Coaching

30 | Coach Lauren Winkelman - Unlock Your Potential by Defying Limits and Embracing Creativity Sep 10, 2024

In today's episode of the Wealth Advisor Mindset podcast, Nina is joined by Lauren Winkelman, a CFP and the Founder of Rock Money Scissors Financial Coaching.

During the conversation, Lauren shares her personal journey of navigating a major career shift and embracing unexpected opportunities. You'll learn how breaking free from societal expectations and rigid thinking led her to a more fulfilling professional path.

You'll also discover the challenges of balancing work and life, especially in an industry known for long hours and intense pressure. Lauren challenges the idea that success comes only through sacrifice, offering a refreshing perspective on how to structure a business around personal values without compromising growth.

This episode highlights the value of listening to one's inner voice and intuition when faced with difficult decisions, rather than rushing through life on autopilot.

If you've enjoyed this episode of the Wealth Advisor Mindset podcast, be sure to leave a review and subscribe today!

What You Will Learn In This Show:

Lauren's motivation to switch careers from financial advisor to financial coach, focusing on the need for financial foundations rather than advanced financial advice.
How a mindset coach helped Lauren overcome self-doubt and realize her qualifications and unique path.
The importance of self-compassion and giving oneself space to navigate setbacks and challenges.
The value of new beliefs and values in overcoming challenges and staying motivated.
And so much more...

Resources:

Lauren's Linkedin

The Million Dollar Solution

29 | Brian Kurtz | Thriving Through Value and Connection Sep 03, 2024

In today's episode of the Wealth Advisor Mindset podcast, Nina is joined by Brian Kurtz, a direct marketing expert, as well as the founder of Titans Marketing.

During this fascinating conversation, Nina and Brian explore key principles that drive long-term success in business and personal growth. Brian shares a wealth of wisdom drawn from a lifetime of mentorship, practical application, and a commitment to continual learning.

You'll discover various forms of payment that enrich professional relationships and deepen customer loyalty, challenging the notion that success is only measured by immediate financial gain. You'll also learn how cultivating trust and delivering consistent value leads to enduring rewards that often surpass expectations.

This episode will leave you with a deeper understanding of what it means to build a legacy in business by focusing on service, connection, and continuous improvement.

If you've enjoyed this episode of the Wealth Advisor Mindset podcast, be sure to leave a review and subscribe today!

What You Will Learn In This Show:

The importance of mentorship and learning from the best in the industry.
The concept of thinking about your thinking, and how it has influenced Brian's business decisions.
The significance of client retention and the mindset of keeping customers for life.
The five ways to get paid: cash, utilization, enhancement, appreciation, and referrals.
And so much more...

Resources:

28 | Julieanne Steinbacher | What Role Does Grace Play In Personal and Professional Growth? Aug 20, 2024

In today's episode of the Wealth Advisor Mindset podcast, Nina is joined by Julieanne Steinbacher, the founding shareholder of Steinbacher, Goodall & Yurchak, an elder care and special needs planning law firm, as well as the President of The Million Dollar Solution, a business coaching group for elder law and estate planning attorneys across the United States.

Julieanne explores the complexities of balancing professional ambition with personal values. She reflects on the challenges of making bold decisions and the importance of understanding what truly matters in life, emphasizing the need for clarity and commitment in pursuing goals.

You'll discover the significance of constructive criticism and the growth that comes from embracing feedback. Hear personal anecdotes about overcoming early struggles in public speaking and the value of perseverance, highlighting the importance of self-awareness and the role that mindset plays in achieving success.

This episode offers valuable insights into navigating the intersection of career, personal growth, and meaningful relationships.

If you've enjoyed this episode of the Wealth Advisor Mindset podcast, be sure to leave a review and subscribe today!

What You Will Learn In This Show:

The significance of self-awareness in setting and achieving goals, and how understanding your own needs and values can drive success.
How visualizing your desired outcomes can help you overcome fear and move forward with confidence, even when faced with uncertainty.
Strategies for managing the demands of a career while maintaining strong personal relationships, including the importance of communicating with loved ones about your goals.
How to handle criticism constructively, using feedback as a tool for growth, and the importance of perseverance in the face of challenges.
The value of giving yourself grace during the journey, allowing for growth without undue self-criticism.
And so much more...

Resources:

Julieanne's LinkedIn

27 | Bob Regnerus | How to Harness Mindset Mastery for Massive Success Aug 13, 2024

In today's episode of the Wealth Advisor Mindset podcast, Nina is joined by Bob Regnerus, renowned coach and founder of Feedstories.

You'll discover how our internal beliefs and attitudes shape the outcomes we experience, emphasizing the importance of introspection and self-awareness over merely adopting new tools and strategies.

Bob offers a profound personal journey of overcoming a significant setback, illustrating how adversity can lead to invaluable insights and personal growth. His story underscores the necessity of confronting and understanding our inner struggles to navigate through challenging times effectively.

For those seeking deeper connections and a more meaningful approach to their lives, the episode offers a wealth of wisdom and practical advice to inspire positive change and growth.

If you've enjoyed this episode of the Wealth Advisor Mindset podcast, be sure to leave a review and subscribe today!

What You Will Learn In This Show:

How mindset influences the results in your business and personal life, and why it's crucial to analyze your thinking behind actions rather than just focusing on tactics.
How the outer results you experience are a reflection of your inner self, and why it's essential to address your internal mindset for achieving desired outcomes.
Why relying solely on new tools and strategies might not solve underlying issues if your mindset isn't aligned with your goals.
How to handle setbacks by acknowledging their existence, looking for positive aspects, and changing your perspective to turn negative situations into opportunities.
And so much more...

26 | Michael DeLon | Success Blueprint: Harnessing the Surprising Power of Your Mind Aug 06, 2024

In today's episode of the Wealth Advisor Mindset podcast, Nina is joined by Michael DeLon, author of seven books as well as the president of Paperback Expert.

During this conversation, Nina and Michael explore the transformative power of mindset and how it impacts various aspects of life. They discuss the importance of daily affirmations and focusing on goals to cultivate a positive outlook and drive consistent actions.

You'll learn the significance of balancing multiple facets of life, such as faith, family, finances, fitness, and fun. By setting daily goals in each area, one can maintain a well-rounded and fulfilling life. Michael offers insightful anecdotes and valuable advice on how to handle setbacks and stay resilient.

This episode will equip you with practical techniques to enhance your thinking, emotions, and actions, ultimately leading to a more productive and joyful life.

If you've enjoyed this episode of the Wealth Advisor Mindset podcast, be sure to leave a review and subscribe today!

What You Will Learn In This Show:

How daily affirmations aligned with your value system can influence your emotions and actions, fostering a productive mindset.
How writing down your thoughts and feelings can help clarify your thinking and prevent negative spirals.
What mindset really entails, moving beyond the "woo-woo" perception to practical, disciplined work that aligns thoughts, emotions, and actions.
The significance of using the right words, goals, affirmations, and aspirations to motivate and guide your actions.
How adopting a structured organizational system can bring clarity to your thinking and boost your confidence and productivity.
And so much more...

Resources:

25 | A Simple Mindset Hack Will Transform Your Profits Jul 30, 2024

In today's episode of the Wealth Advisor Mindset podcast, Nina the concept of mastering a skill that brings joy and fulfillment into your life, simply through consistent practice and dedication.

You'll discover a personal story of learning to cook authentic Indian cuisine, inspired by Nina's mother's intuitive approach in the kitchen. She highlights how her perseverance and routine practice eventually led to culinary success, turning a novice cook into someone whose family now requests her homemade curries.

The focus shifts to a broader message about success, specifically the importance of mindset in achieving one's goals. Nina explains how clarity and daily mental practices are crucial to visualizing and realizing dreams, whether in personal endeavors or business ventures.

This episode offers valuable insights and practical advice on how to harness the power of simplicity, consistent practice, and a strong mindset to achieve your personal and professional goals.

If you've enjoyed this episode of the Wealth Advisor Mindset podcast, be sure to leave a review and subscribe today!

What You Will Learn In This Show:

How focusing on doing one thing well can lead to great success without the need for complicated actions.
How regular, repetitive actions can transform a beginner into a master in any activity or hobby.
Why having a daily mindset practice is crucial for achieving your goals.
How to immerse yourself in the feeling of already having what you desire and how this repetition can make your goals feel normal and attainable.
And so much more...

Resources:

24 | Liz Hand | Fearless Growth for Financial Advisors Jul 23, 2024

In today's episode of the Wealth Advisor Mindset podcast, Nina is joined by Liz Hand, owner of Pleasant Wealth, LLC and a financial advisor for women who are approaching retirement and want to feel good about themselves and their money.

During the conversation, Liz shares her journey of overcoming personal challenges and building confidence in her professional life. She highlights the importance of understanding and managing one's mindset, especially when dealing with feelings of inadequacy or fear of making mistakes.

You'll discover the unique pressures faced by professionals in the financial services industry, exploring common obstacles that hinder growth and fulfillment. Liz and Nina also discuss the tendency to overperform and micromanage, which can stifle team development and limit opportunities for expansion.

This episode offers a profound lesson on trusting the process of growth and transformation, finding strength in life's challenges and the importance of pursuing goals with renewed confidence.

If you've enjoyed this episode of the Wealth Advisor Mindset podcast, be sure to leave a review and subscribe today!

What You Will Learn In This Show:

How recognizing and managing personal triggers can lead to greater freedom and a more open mindset.
How to identify patterns of behavior linked to fear of mistakes and how to separate oneself from these fears to achieve personal growth.
Common mindset blocks financial planners face, including the tendency to overperform and take on too much responsibility.
The fear of putting out incorrect information and how it can hinder marketing efforts and personal expression.
Strategies for managing pressure, including the concept of the "spiral of doom" and the importance of having supportive relationships.
And so much more...

Resources:

Liz's LinkedIn

Pleasant Wealth

Family Brand on Instagram

23 | Melissa Smith | Thriving Through Intention: Unleashing Your Full Potential in Work and Life Jul 09, 2024

In today's episode of the Wealth Advisor Mindset podcast, Nina is joined by Melissa Smith, co-founder, with her husband, of Family Brand, a movement designed to help families discover more connection, fulfillment, adventure, and joy.

During the conversation, Melissa and Nina explore the profound connections between personal values, family dynamics, and professional responsibilities. You'll learn how small, intentional conversations can lead to deeper, more meaningful engagements, ultimately fostering healthier relationships and a sense of fulfillment.

Hear personal anecdotes about Melissa's journey towards balancing family life and professional aspirations. These stories underscore the significance of having a clear vision and the willingness to pursue it, even when the path is uncertain and challenging.

This episode serves as a reminder of the power of vision and the impact of living a life designed with purpose and clarity.

What You Will Learn In This Show:

How initiating small, intentional conversations with clients can lead to deeper engagements and healthier relationships.
Challenges and strategies for maintaining work-life balance, especially during different life phases such as summer breaks or raising young children.
The importance of self-reflection and journaling as tools for overcoming setbacks and gaining clarity on personal and professional issues.
How involving others in your goals can enhance accountability and motivation, particularly in areas like social media presence and business outreach.
And so much more...

Resources:

Family Brand

Melissa's LinkedIn

Morrison Nordmann Wealth Management

22 | Matthew Nordmann | Level Up Your Mindset: Thrive in Personal and Professional Growth Jun 18, 2024

In today's episode of the Wealth Advisor Mindset podcast, Nina is joined by Matthew Nordmann, co-founder, partner and financial advisor for Morrison Nordmann Wealth Management.

Throughout the conversation, Matthew shares valuable insights on personal and professional growth, drawing from his own experiences. He discusses the importance of stepping out of one's comfort zone and embracing discomfort as a path to success.

You'll learn the significance of learning from others, being curious, and challenging self-imposed limitations. Get a glimpse into the role of faith and community in navigating life's challenges and setbacks.

Matthew's journey serves as a testament to the transformative power of embracing discomfort and striving for continual growth.

What You Will Learn In This Show:

Matthew's personal journey of transitioning from introversion to comfort in uncomfortable situations.
The value of observing and learning from those who are where you want to be, whether in sports, business, or personal development.
The power of imagination in seeing beyond current limitations and creating new possibilities.
The significance of living in a community and learning from others' stories.
And so much more...

Resources:

Matthew's LinkedIn

21 | Why An Innovative Mindset Gives You More Impact and Money Jun 11, 2024

Today's episode of The Wealth Advisor Mindset is a recast of a conversation between Nina and Lynn Whitbeck, host of the Claim Your Career Crown podcast.

During this fascinating conversation, you'll discover the transformative power of a particular mindset, which can significantly alter one's self-identity and, consequently, their success in both personal and professional realms.

You'll learn about a comprehensive process designed to help individuals identify and dismantle these limiting beliefs, which often act as barriers to success.

Nina also offers practical advice on how to shift your focus from external strategies to internal mindset work, highlighting the critical role of self-reflection and belief transformation.

If you've enjoyed this episode of The Wealth Advisor Mindset podcast, be sure to leave a review and subscribe today!

What You Will Learn In This Show:

How changing your self-identity can lead to greater impact and financial success by aligning your beliefs with your goals.
Why developing a resilient mindset is crucial for taking risks, overcoming setbacks, and achieving long-term success.
Techniques for removing negative meanings from past memories to prevent them from influencing your present and future decisions.
Why resilience and a willingness to experiment are key traits of successful entrepreneurs.
And so much more...

Resources:

Sales Strategy Checklist

20 | A Simple Exercise for Positive Inner Dialogue and Massive Success Jun 04, 2024

In today's episode of The Wealth Advisor Mindset podcast, Nina offers a transformative daily practice designed to enhance business success and personal fulfillment.

In this fascinating episode, you'll discover a straightforward yet powerful method that can help you achieve your goals with greater ease and efficiency. The focus is on a simple, actionable routine that anyone can incorporate into their daily lives to improve their mindset and overall performance.

You'll learn how to engage in a brief, introspective exercise to become more aware of your thoughts and the impact of your inner dialogue. By observing and understanding your mental patterns, you can begin to shift focus from negative, self-sabotaging thoughts to positive, goal-oriented thinking.

Nina also offers her thoughts on the importance of consistency and commitment in this mindset practice. By dedicating just a few minutes each day to focus on your desired outcomes, you can gradually rewire your thinking and remove mental resistance.

If you've enjoyed this episode of The Wealth Advisor Mindset podcast, be sure to leave a review and subscribe today!

What You Will Learn In This Show:

How a consistent focus on mindset can help you grow profits, feel more peaceful, and build a fulfilling business.
How consistently focusing on your goals can create new neural pathways in your brain, making it easier to achieve your desired outcomes.
The importance of patience and persistence in developing new mental habits and how to gradually increase the time spent on positive focus.
How regularly thinking about, writing about, and visualizing your goals help you to see yourself as the person who naturally achieves these goals.
How to become the person who has your goals by reducing mental resistance, which will help bring your goals into reality more smoothly.
And so much more...

19 | Niki Erb | What Happens When You Value People and Trust in a Greater Purpose May 28, 2024

In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by Niki Erb, financial advisor with Insight Folios.

In this fascinating conversation, Niki shares insights from her successful career spanning sales, operations, and financial advisory. The conversation highlights the importance of prioritizing people, and how genuine care and effective listening can drive success in any field.

You'll learn how a mindset of service and empathy has been pivotal for Niki in overcoming challenges. Discover the value of having difficult yet honest conversations, the benefits of a strong support network, and the willingness to seek help and learn from others.

Niki also offers her thoughts on broader life lessons, such as trusting in a higher purpose and finding fulfillment in making a positive impact. She believes that true success comes from serving others and maintaining a balance between professional ambitions and personal values.

If you've enjoyed this episode of The Wealth Advisor Mindset podcast, be sure to leave a review and subscribe today!

What You Will Learn In This Show:

Why listening to clients and caring about their needs is essential for success in sales and financial advising.
Why 'servant leadership' leads to greater commitment and effort from both clients and team members.
Coping with rejection in sales, the importance of confidence, learning from each experience, and viewing every 'no' as a step closer to the next 'yes.'
How building trust by genuinely serving clients, even if it means not making a sale, can lead to long-term benefits and referrals.
How faith and trust in God's plan have guided Niki's career decisions, leading to a fulfilling balance in her professional and personal lives.
The importance of serving others and making a positive impact, which leads to both personal and professional fulfillment.
And so much more...

Resources:

Niki's LinkedIn

Insight Folios

18 | Paul Durso | Mastering Customer Experience: The Key to Sustainable Growth May 21, 2024

In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by financial advisor Paul Durso as he shares his journey and key lessons in business, emphasizing the importance of authenticity and customer experience. He highlights the shift from focusing solely on customer service to creating exceptional customer experiences, which has led to exponential growth for his firm. By prioritizing relationships and referrals over traditional marketing, Paul has found success in building trust and loyalty with his clients. His approach challenges the conventional wisdom of marketing strategies, showcasing the power of genuine connection in business.

Paul's philosophy extends beyond business strategies, touching on deeper themes of faith and balance. He emphasizes the importance of aligning one's actions with their beliefs and not rushing ahead of what life has in store. Through prayer and seeking advice, he navigates the fine line between complacency and risk-taking, advocating for a thoughtful and calculated approach to decision-making. This balance has been instrumental in his success and is a principle he encourages others to embrace in their own lives.

Listeners are encouraged to visit InsightFolios.com to learn more about Paul's work and access resources such as podcasts and videos. His message resonates with those seeking a more meaningful and intentional approach to business and life, reminding us that success is not just about financial gain but also about creating lasting impact through genuine connections and purposeful actions.

Enjoy!

What You'll Learn in This Episode:

The importance of being authentic in business interactions in order to positively impact client relationships and overall business success.
The difference between customer service and customer experience - the latter being proactive and centered around educating and anticipating customer needs.
Paul's approach to decision-making, advocating for a balance between complacency and risk-taking.
The value of investing in existing clients rather than solely focusing on acquiring new ones.
Why failures are valuable learning experiences, the importance of embracing failures and using them as opportunities for growth and improvement in both business and life.
How Paul's strong online presence through his website, podcasts, and social media platforms allows him to reach a wider audience and share valuable insights with others in the financial advisory field.
And much more...

Resources:

Durso Capital Management

Insight Folios Inc.

Black Oak Asset Management

17 | Ryan Ledden | Grinding It Out: The Secrets to Long-Term Success in the Financial Industry May 13, 2024

In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by financial advisor Ryan Ledden as he shares his insights on balancing work, family, and personal life. He emphasizes the importance of setting clear boundaries and priorities, ensuring that family time remains a top focus. Ryan's dedication to being present for his children's activities, even at the expense of potential business opportunities, demonstrates his commitment to family values. He highlights the need to shut off work-related thoughts and distractions when spending time with loved ones, ensuring that quality time remains undisturbed.

Ryan discusses his disciplined approach to managing his time, including using calendars and schedules to prioritize tasks. He encourages listeners to be intentional about their finances, advocating for saving early and avoiding debt. Drawing from personal experiences, he stresses the importance of having a support network to lean on during overwhelming moments. Ryan's journey from starting in the financial industry with little financial stability to achieving success through hard work and perseverance serves as an inspiration for others facing similar challenges.

Throughout the conversation, Ryan shares his money mindset, shaped by his upbringing and experiences. He credits his parents' budgeting habits and his exposure to financial guru Dave Ramsey's teachings for instilling in him a strong aversion to debt and a commitment to living within his means. Ryan also reflects on the unpredictability of life, citing personal tragedies and unexpected events that have reinforced the need to balance planning for the future with enjoying the present. His story underscores the value of resilience, adaptability, and a strong work ethic in navigating life's challenges and achieving long-term success.

Enjoy!

What You'll Learn in This Episode:

The importance of setting boundaries and priorities to achieve a balance between work and family life.
Why Ryan values being present for his children's activities and why he puts so much emphasis on prioritizing family time.
How Ryan uses calendars and schedules to manage his time effectively, ensuring he can fulfill work obligations while also being present for his family.
His disciplined approach to finances, advocating for saving early, avoiding debt, and living within one's means.
The importance of leaning on a support network during overwhelming times, both at work and at home.
The value of resilience, adaptability, and hard work in achieving success.
Why some advisors fail in the industry and highlights the importance of staying power and relationship-building.
And much more...

Resources:

16 | Kevin Wray | Navigating Work-Life Balance and Legacy Building May 07, 2024

In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by Kevin Wray as he shares his journey of resilience and growth, highlighting the power of positive mindset and learning from setbacks. He emphasizes the importance of seeking advice from those who are wiser, showcasing a humility that has been instrumental in his success. Despite facing health challenges like lymphoma, Kevin's unwavering belief in his ability to overcome obstacles and his commitment to continuous learning have propelled him forward. His approach to life and business is centered around the idea that age is no barrier to success, citing examples like Colonel Sanders to illustrate his point.

Kevin's story also touches on the critical balance between work and personal life. After his health scare, he shifted his focus to prioritize time with loved ones and hobbies. His advice to other advisors is to find this balance early, without waiting for a wake-up call. By implementing education-focused strategies in his practice, Kevin has not only found success but also fulfillment, as he strives to create a legacy beyond just financial gains.

The conversation concludes with Kevin's emphasis on humility and implementation. He believes that learning must be put into action to be truly effective. His commitment to being humble and always learning from those around him serves as a guiding principle, underlining the importance of continuous improvement and adaptability in both life and business.

Enjoy!

What You'll Learn in This Episode:

The importance of viewing setbacks as learning opportunities and stepping stones to progress.
The value of seeking guidance from those who are wiser and more experienced.
Kevin's method of addressing negative beliefs by focusing on solutions and moving forward.
Why failure is a natural part of the journey towards success.
Kevin's practice of reaching out to smarter individuals for guidance during challenging times.
The limits Kevin has set for himself in his business and the struggle of deciding whether to expand further.
His journey towards achieving a better work-life balance, especially after a health scare.
Why Kevin attributes his success to his mindset and surrounding himself with smarter individuals.
Why humility and continuous learning are key lessons he has learned.
Kevin's approach to implementing ideas and avoiding procrastination in his life and business.
And much more...

Resources:

Insight Folios

15 | Danny Hammond | Unlocking Business Growth: Mindset Shifts and Digital Adaptation Post-Pandemic Apr 30, 2024

In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by Danny Hammond, co-founder and president of Marketing Profit Systems, as they explore the psychological aspects of marketing and sales, emphasizing the importance of mindset in achieving business success. He shares insights from his own journey, highlighting both high points and challenges, and explains how overcoming mindset obstacles was pivotal in transitioning from a traditional to a digital business model during the pandemic. His discussion underlines the transformation his company underwent, utilizing digital tools to innovate and adapt to a changing business landscape, which proved essential during the pandemic's disruptive impact.

Nina and Danny explore the significance of ethical persuasion, particularly in the context of financial advising. Danny, who is finalizing a book on the subject, stresses the importance of sales and persuasion skills that respect the client's needs and integrity. He advocates for understanding the client's deepest concerns through active listening and ethical engagement, which he believes not only fosters trust but also builds long-term client relationships. This approach, according to Danny, not only helps in securing clients but also in genuinely aiding them through difficult decisions, particularly in sensitive areas like long-term care.

The episode also covers practical strategies for personal and professional growth, such as managing distractions and the value of quiet contemplation. Danny criticizes the constant connectivity of modern life, suggesting practical steps like keeping a phone out of immediate reach and minimizing notifications to improve focus. He shares his practice of starting the day with "Renaissance time," a period of reflection without digital interference, to encourage creativity and problem-solving. These methods, Danny argues, are essential for anyone looking to improve their ability to think deeply and remain calm under pressure, ultimately enhancing both personal well-being and professional efficacy.

Enjoy!

What You'll Learn in This Episode:

How mindset plays a crucial role in business success, particularly how shifting from a defensive to an open mindset can transform challenges into opportunities for growth.
The importance of ethical persuasion, particularly in the financial services industry, and how it aligns with providing value and integrity in client interactions.
How the pandemic accelerated the integration of digital tools in marketing and sales, highlighting the shift from traditional methods to comprehensive digital marketing systems.
Effective communication strategies, including the power of silence, the importance of asking open-ended questions, and avoiding the word "why" to reduce defensiveness in conversations.
Practical tips for increasing personal productivity and managing distractions, such as strategically reducing phone notifications and embracing periods of silence and reflection.
How psychological assessments like the Kolbe can help in managing teams by aligning tasks with individual natural tendencies, thus boosting efficiency and satisfaction.
Personal growth techniques, including how to effectively use meditation and 'Renaissance time' to foster creativity and solve complex problems.
And much more...

Resources:

Marketing Profit Systems

14 | Brent Turner | Journey to Financial Excellence Apr 23, 2024

In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by Brent Turner, a seasoned financial advisor with over three decades of experience, who shares his journey and the importance of mindset in achieving success in the financial industry. Brent recounts a pivotal moment in his youth when he was introduced to motivational tapes by Zig Ziglar, which profoundly influenced his outlook on life and career. This early exposure to the idea that one can shape their destiny through positive thinking has been a guiding principle throughout his career, helping him navigate the challenges of the financial world.

During the discussion, Brent emphasizes the role of continuous personal and professional development in maintaining a positive and resilient mindset. He advocates for engaging in activities that contribute to growth, such as reading, listening to podcasts, and seeking out positive affirmations and interactions. Brent shares personal anecdotes to illustrate how he applies these principles in his life, like tackling challenging skiing slopes or starting new business sectors, which push him to expand his limits and stay motivated.

The conversation also explores the relationship dynamics between financial advisors and their clients, highlighting trust and communication as foundational elements. Brent stresses the importance of aligning with clients who share similar values, which facilitates long-lasting relationships and mutual success. He concludes by reflecting on the broader lessons of life and career, underscoring the necessity of being proactive in pursuing goals and the importance of adapting to circumstances while maintaining core values. This approach has not only enabled him to enjoy a fulfilling career but also to provide meaningful guidance and support to his clients and colleagues.

Enjoy!

What You'll Learn in This Episode:

How early exposure to Zig Ziglar's motivational tapes shaped Brent's understanding that success is driven by one's mindset.
Why personal growth should never cease, and engaging in activities like reading developmental books or listening to podcasts can foster this continual growth.
The importance of facing your fears to achieve growth.
The significance of maintaining long-term relationships with clients based on trust and mutual understanding, which is crucial for sustained success.
Why Brent avoids setting rigid goals but focuses on flexibility and adapting to situations.
The importance of acting on one’s plans and ambitions, rather than merely discussing them.
Brent's role as not just a financial advisor but also a coach and mentor to his clients, and the responsibilities professionals can embrace to enhance their impact.
And much more...

Resources:

Brent Turner Advisors

13 | Navigating Business and Personal Relationships with Dan Cuprill Apr 16, 2024

Today's episode of The Wealth Advisor Mindset podcast, is a recast of a conversation between Nina and Dan Cuprill, host of The Profitable Advisor podcast. During the conversation, Dan shares his experiences and insights from a recent trip to Arkansas where he met with younger entrepreneurs who own an outfitter company. Despite their entrepreneurial spirit, they face challenges in effectively running their business, primarily due to internal conflicts and ineffective marketing strategies. Dan suggests innovative solutions and stresses the importance of implementing changes to enhance business operations. However, he finds that his ideas are often met with resistance, particularly from the senior partner, illustrating a common barrier to business growth.

Nina emphasizes the psychological barriers that hold entrepreneurs back, particularly fear of failure and entrenched limiting beliefs. She elaborates on the importance of addressing these fears through mindset changes, suggesting that entrepreneurs need to explore their deep-seated beliefs about failure and success, which often stem from past experiences. Nina advocates for a proactive approach to personal development, encouraging entrepreneurs to confront and reframe their fears to foster growth and resilience in their professional endeavors.

The conversation concludes with Dan and Nina discussing the implications of personal relationships on business dynamics, particularly when business partners are spouses. They explore the complexities of aligning business and personal visions, suggesting mindset therapy for couples could be beneficial. Nina also introduces her book, "Renegade Mindset," offering it as a resource for advisors seeking to overcome psychological barriers to success. They highlight that transforming one's mindset is crucial for achieving higher levels of success and satisfaction, both personally and professionally.

Enjoy!

What You'll Learn in This Episode:

The complexities and challenges of running a business with a spouse.
Why targeting existing customers can lead to better business outcomes than constantly seeking new ones, with practical advice on how to implement these strategies effectively.
How fear and past experiences can hold back business owners, as well as strategies to confront and overcome these psychological barriers to unlock business potential.
How to handle financial risks intelligently, including setting aside risk capital and evaluating the real impact of financial decisions on personal and business finances.
The technique of reframing your perceptions to overcome limiting beliefs, focusing on the benefits of mindset shifts to support business growth.
How personal development through changing mindset can lead to significant professional growth, encouraging listeners to embrace a 2.0 version of themselves.
The critical role of aligning goals and resolving conflicts in partnerships, especially with spouses, to maintain both a healthy business and personal relationship.
How personal background and family history impact financial decisions and beliefs, providing a pathway to redefine one's financial mindset.
And much more...

Resources:

The Financial Answer podcast

12 | J'Neanne Theus | Breaking Barriers in Finance Apr 09, 2024

In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by J'Neanne Theus as she shares her remarkable journey from serving 21 years as a naval intelligence officer to becoming a pioneering female financial advisor. With a rich background that includes being a mother of four, a swim coach, and a former triathlete, J'Neanne discusses how her unique experiences prepared her for the male-dominated financial services industry. She discusses the importance of having a thick skin, understanding the male psyche, and not taking offense where none is intended. J'Neanne highlights the shift in the industry where more women are making their mark, although investing decisions still largely remain in the hands of men. She credits her upbringing in a large, male-centric family and her naval career for her ability to navigate and succeed in such environments.

J'Neanne emphasizes the power of mindset and resilience in overcoming fear and challenges, especially when venturing into the independent financial advisory space. She recounts her own fears and how she tackled them by embracing the philosophy of getting back up after failures and viewing obstacles as manageable rather than life-threatening. Through personal anecdotes, J'Neanne illustrates how asking questions and engaging in conversations has been crucial in her growth and in dealing with different personalities in the financial sector. She also touches on the significance of recognizing and adapting to the diverse needs and fears of clients, thereby fostering trust and establishing strong, genuine connections.

Towards the end of the conversation, J'Neanne and Nina discuss the importance of goal setting, both for individuals and business owners, to avoid being reactive to circumstances. They highlight how clarity, planning, and facing fears head-on can lead to a more controlled, stress-free, and enjoyable life and career. Theus shares personal reflections on contentment, the value of simple joys over extravagance, and the lesson that life's outcomes are largely shaped by our decisions. Her story serves as a powerful testament to the impact of determination, responsibility, and the courage to face and overcome one's fears, making her a compelling role model for aspiring financial advisors and professionals across various industries.

Enjoy!

What You'll Learn in This Episode:

Overcoming intimidation and using humor and confidence to thrive in environments traditionally dominated by men.
Facing fears, the necessity of resilience, and adopting a perspective that sees challenges as surmountable obstacles rather than threats.
Strategies for winning clients' trust by being genuine, truthful, and understanding their unique needs.
The significance of clear goal setting and strategic planning in personal and professional life.
The lessons learned throughout J'Neanne's diverse career and life experiences, emphasizing the importance of making decisions, taking responsibility, and not succumbing to a victim mentality.
Navigating the challenges of dealing with diverse personalities in the professional world, especially within the financial sector.
The overlap between life coaching and financial advising, especially in helping clients navigate significant life changes like retirement planning.
And much more...

Resources:

J'Neanne's LinkedIn

Theus Wealth Advisors

11 | Nathan O'Bryant | Building a Financial Legacy: A Guide to Meaningful Success Apr 02, 2024

In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by Nathan O'Bryant, the founder of O'Bryant and Associates, Inc., a distinguished investment advisory firm, as he shares insights into his journey in the financial industry. With over 20 years of experience, Nina and Nathan explore his beginnings as an insurance broker and his eventual pivot towards investment management and retirement planning, driven by his passion for these fields. He highlights the importance of enjoying one's work and how this enjoyment is pivotal in his successful transition and growth within the financial sector. Nathan's approach to overcoming the initial challenges of establishing credibility in his small hometown and his innovative strategies for business growth, like teaching retirement planning courses, are key topics of discussion.

The episode touches upon common challenges financial advisors face, especially regarding mindset and adaptability. Nathan emphasizes the critical need for advisors to remain open to learning and trying new methods to stay ahead in the rapidly evolving financial landscape, particularly in the wake of COVID-19's impact on the industry. He criticizes the common tendency among advisors to stick to comfortable and familiar practices, advocating instead for a proactive approach in adopting new strategies and technologies to meet and expand client bases across broader geographical areas.

Nathan shares profound insights on the significance of setting clear goals, not just in business but also in personal life, underscoring the importance of persistence, faith, and focusing on what genuinely brings joy and fulfillment. His testament to the idea that money does not equate to happiness, and his emphasis on valuing family, faith, and personal interests above financial gain, provide a holistic view of success.

Enjoy!

What You'll Learn in This Episode:

Nathan's transition from insurance broker to focusing on retirement planning and investment management, and the importance of doing what you love for career satisfaction and success.
How starting in a small town and being young were significant hurdles to Nathan's success.
Insights into breaking past income plateaus and client types through education and focused marketing.
The necessity of adapting to new ways of connecting with clients, like remote meetings, and expanding client bases beyond local geographic limits, particularly post COVID-19.
Handling life and career setbacks with a positive mindset and how Nathan's faith has been a cornerstone in navigating through challenges.
The importance of being focused and disciplined in implementing new strategies and setting clear, personal goals to achieve success.
The lessons life has taught Nathan, notably that happiness does not stem from financial success but from family, hobbies, faith, and personal satisfaction.
And much more...

Resources:

O'Bryant and Associates

10 | Lee Hyder | Turning Challenges into Opportunities: A Financial Advisor's Guide Mar 26, 2024

In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by Lee Hyder, a seasoned financial advisor with 32 years of experience in the industry. Lee shares his unconventional journey into the world of financial advising and asset management. Starting with an insurance license acquired through responding to a classified ad, he narrates his evolution from selling health insurance to becoming a pioneer in living trusts and estate planning. His venture into assets under management (AUM) marked a significant turning point, transforming his approach towards financial advising and leading to the management of $80 million in assets. Lee's story underscores the importance of seizing opportunities, adapting to new market trends, and the transformative power of embracing assets under management.

Nina and Lee explore the psychological facets crucial for financial advisors' success, focusing on mindset and resilience in the face of setbacks. Lee candidly discusses the challenges and fears associated with growth and change within the industry, emphasizing the need for faith in oneself and the value of mentorship. His story illustrates the critical role of mindset in navigating the complexities of the financial services industry, highlighting how a positive and proactive approach can overcome obstacles and drive success.

Lee also reflects on personal and professional lessons learned throughout his career. He stresses the significance of not fearing failure and the importance of pursuing challenges that push personal and professional boundaries. By sharing his own experiences with vulnerability and growth, Lee inspires listeners to embrace risks, pursue their goals with determination, and maintain a clear vision of their "why" to guide them through their endeavors.

Enjoy!

What You'll Learn in This Episode:

How Lee's journey through various roles in the financial services industry shows the value of adaptability and seizing opportunities, even when they come from unexpected places.
The importance of maintaining a positive mindset and resilience in the face of professional challenges.
The necessity of embracing change and innovation in the financial advising field.
Strategies for managing stress and setbacks, including the importance of a supportive network, self-reflection, and not allowing failures to define one's career path.
The significance of believing in the value you bring to your clients and how this belief can be a foundation for overcoming self-doubt and competition anxiety.
The importance of setting clear goals and holding oneself accountable.
The value of viewing failure as a stepping stone rather than a setback.
And much more...

Resources:

Lee's website

9 | The One Thing to Grow Your Profits Mar 19, 2024

In today's episode of The Wealth Advisor Mindset podcast, Nina discusses the concept that one's biggest competition is not external factors such as other people working in the same field, but rather it's one's own focus. She emphasizes the detrimental effects of concentrating on problems and challenges, which can lead to poor decision-making, overwhelming feelings, and a desire to escape. Conversely, shifting focus towards solutions can foster a sense of positivity and control. Nina introduces the idea that both the conscious and subconscious mind work together to manifest one's thoughts and feelings into reality, highlighting the importance of maintaining a positive focus to instruct the subconscious mind effectively.

Nina elaborates on the misuse of the subconscious mind when one focuses on fears and worries, which can lead to attracting more of what one doesn't want. She likens the conscious mind to a marketer to the subconscious, stressing the need for sending positive, clear messages to achieve desired outcomes. This misalignment, she argues, comes from default negative thinking, which can be redirected by consciously choosing to focus on positive thoughts and desires, thus leveraging the subconscious mind's power to support personal and professional goals.

To aid in reprogramming one's mindset towards success and happiness, Nina proposes a simple exercise: setting aside three minutes, three times a day, to observe one's thoughts without judgment, gradually introducing positive thoughts. This practice aims to train the mind to focus more on desires rather than fears, acknowledging and incorporating resistance without letting it deter one's focus. She concludes by offering personal consultations to further explore and address the root causes of negative thought patterns and to develop strategies for growing one's business and profits without increasing workload, thereby achieving a balanced and fulfilling life.

Enjoy!

What You'll Learn in This Episode:

Why your primary competition is not external entities but your own focus.
How the conscious and subconscious minds work together to manifest thoughts and feelings into reality, and the importance of positive focus.
The negative consequences of focusing on fears and worries, and how this inadvertently instructs the subconscious mind to attract more unwanted situations.
The concept of treating conscious thoughts like marketing messages to your subconscious, and the need for positive and clear communication to achieve desired outcomes.
The role of focusing on positive thoughts and desires to effectively utilize the subconscious mind's power to support personal and professional goals.
A practical exercise to observe and gradually shift one's thought patterns from negative to positive, to train the mind towards focusing on desired outcomes.
The benefits of mastering one's focus, including feeling more balanced, having clarity, and making solution-focused decisions.
And much more...

8 | Neal Albritton | Transforming Financial Advising: A Deep Dive into Growth Mindset and Success Mar 12, 2024

In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by Neal Albritton, the lead advisor and "joy bringer" at Albritton Financial Services, a family-owned firm specializing in services for high net worth individuals and business owners. Neal shares his journey from being introduced to the financial industry through his father's legacy to eventually joining the family business with a vision to evolve it into a more virtual family office. He highlights the significance of adopting a mindset focused on growth, balance, and personal fulfillment, rather than just financial success. Neal's approach to financial advising goes beyond traditional metrics, emphasizing the importance of serving as a coach and accountability partner to his clients, which sets him apart in the industry.

Neal discusses the challenges financial advisors face, particularly around marketing and the fear of rejection. He advises advisors to shift from a fear-based mindset to one of abundance and confidence, ensuring that personal authenticity will attract like-minded clients. The conversation also touches on the importance of mindset in overcoming setbacks and embracing risk-taking to achieve growth. Neal's personal experience with bringing on a new advisor to fill a sudden gap showcases the blend of personal values and business acumen necessary for success in the ever-changing financial advising landscape.

The episode wraps up with Neal reflecting on the biggest lesson life has taught him: the need for adaptation and the courage to embrace change to achieve future goals. He shares a powerful personal story about taking over the family business from his father, emphasizing the importance of recognizing when it's time to change direction and strategies for continued growth. This story not only highlights the dynamic nature of leadership and business evolution but also showcases the deep personal connections and decisions that shape the world of financial advising. Neal's insights provide valuable lessons on leadership, risk management, and the transformative power of a positive mindset in both personal and professional realms.

Enjoy!

What You'll Learn in This Episode:

How adopting a growth-oriented mindset can significantly enhance the ability to scale a financial advising practice, improve profitability, and achieve a better work-life balance.
The importance of adaptability and finding one's true passion within their professional life, even if it leads to unexpected paths.
How viewing the role of a financial advisor as a coach, guide, and accountability partner rather than just a financial planner can profoundly impact client relationships and business success.
Insights into overcoming common fears associated with marketing oneself as a financial advisor, and how embracing a mindset of abundance can lead to attracting the right clients.
Strategies for dealing with setbacks and the importance of risk-taking in business expansion.
Practical tips for maintaining a positive and productive mindset through daily practices, and how these can lead to greater happiness and success both personally and professionally.
The challenges of taking over a family business, and how vision and leadership are critical for navigating change and driving growth.
The biggest lesson Neal learned from his journey — that evolving beyond past successes requires a shift in mindset and behaviors to reach new levels of achievement.
And much more...

Resources:

Albritton Financial Services

7 | Kalvin Sid | Overcoming Fear and Finding Your Niche Mar 05, 2024

In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by Kalvin Sid as he shares his journey from a curious child investor to a renowned financial advisor, emphasizing the critical role of mindset in achieving success. Kalvin's story begins with his early interest in financial matters, leading him to become a trusted advisor among his peers, despite initially working in a non-advisory capacity within the financial services industry. His turning point came after attending a client appreciation event, which sparked his transition into financial advising. Despite the challenges and financial uncertainties of starting anew, Kalvin's determination and willingness to embrace failure as a stepping stone played a pivotal role in his career. His philosophy of trying despite the fear of failure, coupled with the support and affirmation from friends and mentors, underlines the importance of perseverance and integrity in building a successful practice.

Kalvin's approach to financial advising goes beyond mere transactions; it's about creating meaningful relationships and providing tailored advice that aligns with his clients' life goals. He emphasizes the importance of serving rather than selling, a mindset that fosters trust and long-term client relationships. By focusing on what truly matters to his clients and leveraging his unique interests and passions, Kalvin has been able to differentiate his services and cultivate a fulfilling career. His story highlights the significance of personal growth, continuous learning, and the willingness to adapt one's approach based on individual passions and strengths.

The conversation also explores the challenges and lessons learned throughout Kalvin's career, including the importance of niche specialization, the transition from an employee to a business owner mindset, and the strategic investments in one's business. Kalvin's insights into overcoming setbacks, the value of having a coach, and the adoption of an abundance mentality provide valuable lessons for financial advisors and professionals alike. His openness to share knowledge and encourage the growth of others in the industry underscores the collective effort required to elevate the standard of financial advising.

Enjoy!

What You'll Learn in This Episode:

How failure is not the end but a stepping stone to success, and the significance of attempting new ventures despite the fear of failure.
Kalvin's transition from a corporate job to becoming a successful financial advisor, including the pivotal moments and decisions that shaped his career path.
The impact of mindset on personal and professional growth, including the influence of external media and the importance of adopting a growth mindset.
Insights into providing tailored financial advice that aligns with clients' life goals, and the importance of understanding and serving clients beyond financial transactions.
The benefits of specializing in a particular area of financial advising and how identifying your niche can lead to more fulfilling and successful practice.
The challenges and mindset shifts required to transition from being an employee to running a successful independent business.
Strategies for coping with setbacks and how having a coach can help reframe challenges as learning opportunities.
The significance of adopting an abundance mentality over a scarcity mindset, especially in the context of financial advising and client relationships.
The importance of continuous learning, seeking mentorship, and adapting your business practices to align with personal passions and strengths.
And much more...

Resources:

Sid Financial

Lattice Wealth Management Inc.

6 | Mike Ross | Overcoming Marketing Fears - A Financial Advisor's Guide Feb 27, 2024

In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by Mike Ross, a seasoned financial advisor and founder of Latticed Wealth Management Group. Mike shares his journey from a long career at Morgan Stanley to establishing his own practice. Emphasizing the importance of a disciplined approach in investing and managing client relationships, he highlights the flexibility and broader range of tools available in private practice compared to traditional banking. Mike's transition, fueled by a desire to maintain his team's integrity and improve client service, showcases the challenges and opportunities that come with becoming an independent financial advisor.

They explore the critical role of mindset in the financial advisory world, with Mike arguing that determination and a sense of mission are key to utilizing the same set of tools differently. He reflects on his military background as instrumental in developing leadership qualities, asserting that financial advisors should embrace a leadership role to guide their clients and staff towards their goals. Mike's approach to handling fear, stress, and the necessity of self-care highlights the personal attributes that contribute to professional success.

The episode also covers Mike's strategies for adapting to a rapidly changing business environment, including the shift to hybrid work models and leveraging technology to enhance communication. He shares his experiences with failure, risk-taking, and the importance of continuous learning and goal-setting to stay ahead in the industry. His story is a testament to the power of resilience, adaptability, and strategic thinking in achieving success in the dynamic field of financial advising.

Enjoy!

What You'll Learn in This Episode:

How striving for perfection in multiple areas can still yield significant achievements, even if not everything is accomplished to 100% satisfaction.
Mike's journey from a long corporate career to establishing his own practice, and the benefits of independence in client relationships and financial advising.
The critical role of determination, leadership, and mindset in the success of financial advisors and their ability to solve client problems.
The common fears among financial advisors regarding marketing and self-promotion, and learn strategies to overcome these challenges.
Why it's essential to continually adapt and learn new skills to keep up with client needs and industry changes.
The challenges and strategies for managing a remote workforce effectively, emphasizing the importance of deliberate communication and information sharing.
Mike's approach to evaluating and taking risks by assessing the potential downside and making informed decisions.
The importance of setting clear goals, regularly revisiting them, and being open to adjusting them as new information arises.
And much more...

Resources:

Mike's LinkedIn

5 | Steve Taylor | Mastering the Mindset for Financial Planning Success Feb 20, 2024

In today's episode of the Wealthy Advisor Mindset podcast, Nina is joined by Steve Taylor, an attorney and certified financial planner as well as the founder and Lead Advisor with Merited Wealth, an investment management and financial planning firm based out of Miami, Florida. Steve shares insights on his career journey and the importance of mindset in financial success. He began as a law practitioner but found his passion in financial planning, overcoming initial struggles and learning from experiences. He believes in holding a strong core belief in one’s ability to succeed, drawing inspiration from seeing others' successes and trusting one’s gut instincts.

Nina and Steve discuss the challenges financial advisors face, particularly in sales and marketing. Steve advises focusing on selling through education and forming genuine connections rather than aggressive sales tactics. He also touches on dealing with rejection, emphasizing that a "no" often means "not now," as well as the importance of resilience in an entrepreneurial journey. They also explore the value of networking. Steve suggests making genuine connections in networking situations and avoiding interactions that feel forced or superficial. Additionally, he talks about the transparency of fees in financial advising, advocating for clear communication of the value provided to clients.

Steve also shares his approach to handling setbacks and the importance of resilience. He advises focusing on learning from setbacks rather than dwelling on them. Nina and Steve discuss the importance of having a supportive personal environment, especially when embarking on entrepreneurial endeavors.

Enjoy!

What You'll Learn in This Episode:

The role of self-belief in achieving success, especially in the context of financial advising and entrepreneurship.
How financial advisors can approach sales and marketing by focusing on education and genuine relationships rather than aggressive selling.
Tips on making authentic connections in networking situations and advice on how to navigate networking events comfortably, even for introverts.
How to deal with setbacks and failures in business, the importance of learning from these experiences, and moving forward.
Advice on ensuring a supportive personal environment, particularly the role of family and close relationships in supporting entrepreneurial endeavors.
And much more...

Resources:

Steve's LinkedIn

Merited Wealth

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4 | Stephen Oliver | The Art of Client Attraction Feb 13, 2024

In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by Stephen Oliver, as they dive into the world of financial advisors and the marketing strategies that have led to his remarkable success. Stephen, with a history of generating over 3500 clients for his own company and aiding countless others across various industries, shares his journey from running martial arts schools to becoming a sought-after marketing and management consultant. His transition into the financial services sector, leveraging the same universal strategies to captivate and convert prospects, underscores the importance of understanding and engaging with the target audience effectively.

Stephen is a versatile business mentor whose expertise spans across law firms, consulting organizations, martial arts schools, and wealth management. An author of seven books on management and marketing, Stephen discusses the pivotal role of mindset in overcoming industry challenges, particularly for financial advisors. His story reveals an entrepreneurial journey rich with lessons from both successes and setbacks, emphasizing the value of grassroots marketing, sales, internet marketing, and organization management systems in achieving business growth.

The conversation further explores the intricacies of client communication and the significance of personal connection in retaining and expanding client base. Stephen criticizes the financial industry's reliance on traditional referral systems and underscores the potential of direct response marketing and personalized engagement to foster client relationships. He also highlights the transformative impact of adopting a proactive marketing approach, advising financial advisors to seize opportunities and innovate beyond conventional methods. This episode is a treasure trove of strategic insights for financial advisors eager to elevate their practice through effective marketing and mindset shifts.

Enjoy!

What You'll Learn in This Episode:

How Stephen applied the same marketing strategies across different industries, including martial arts schools and financial services, to attract and engage over a million clients.
How the right mindset can transform challenges into opportunities, especially for financial advisors, and why mindset matters as much as marketing strategies.
Insights from Stephen's transition from running martial arts schools to becoming a marketing guru.
The secrets behind successful grassroots marketing, sales techniques, and the implementation of effective internet marketing and organizational management systems.
Why traditional referral systems are insufficient and how direct response marketing can significantly enhance client acquisition and retention.
The significance of creating personal connections for maintaining and expanding your client base, and how this approach can lead to long-term business growth.
How financial advisors can navigate compliance constraints without compromising on the effectiveness of their marketing strategies.
Actionable marketing strategies tailored for financial advisors, designed to overcome industry-specific challenges and achieve significant growth.
The impact of using personal stories and experiences in marketing efforts to create deeper connections with clients and prospects.
The critical role continuous learning and ambitious goal setting play in avoiding stagnation and fostering enduring success.
And much more...

Resources:

Advisor Wealth Mastery

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3 | Breaking Barriers in Finance Feb 09, 2024

In today's episode of the Entrepreneur's Inner Game podcast, Nina discusses the common mental roadblocks that hinder the success of independent financial advisors. She begins by addressing the impact of conditioned thinking formed in childhood, such as beliefs of unworthiness or fear of playing big, which continue to influence adult decisions. She emphasizes that such negative self-perceptions often lead to feeling stuck and inferior to peers, resulting in missed opportunities and a lack of growth in one's practice.

Nina introduces the story of David, a client who struggled with these issues. Despite his efforts and desire to provide for his family, David's practice had stagnated due to his deep-seated fears and self-doubt, particularly in prospecting and sales calls. He held limiting beliefs about his abilities and value, which hindered his growth and led to a lack of client engagement. Nina shows how overcoming these mental barriers is crucial for success. She shares that through working with her, David was able to shift his mindset, recognize his value, and engage confidently with prospects, leading to significant business growth.

Nina also offers a call to confront fears and conditioned thinking, proposing a simple exercise to start changing negative narratives. She stresses the importance of believing in one's value and the positive impact one can have on clients. By rewriting internal dialogues and adopting new, productive behaviors, financial advisors can overcome their fears, attract wealthier clients, and achieve their goals.

Enjoy!

What You'll Learn in This Episode:

How childhood beliefs such as feeling unworthy or fearing success can significantly impact your professional decisions and growth as an adult.
The critical role your mindset plays in your success as a financial advisor, and how overcoming negative self-perceptions can unlock your potential.
Insights from the story of David, a financial advisor who overcame his stagnation by addressing his deep-seated fears and self-doubt, especially in prospecting and sales.
Strategies to confront and dismantle the mental barriers that prevent you from reaching your full potential in your practice.
The importance of recognizing your own value and how this self-awareness can lead to more confident and successful client interactions.
Actionable steps to change negative narratives and adopt new, productive behaviors that can lead to increased client engagement and business growth.
How consistent outreach and follow-ups can transform your business prospects and lead to more successful client relationships.
How a simple exercise can help you start changing your mindset, leading to more effective outreach strategies and improved business results.
And much more...

Resources:

Are you ready for the breakthrough? Let’s get started!

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2 | Dave Dee | Essential Mindset Shifts for Financial Advisors Feb 06, 2024

In today's episode of the Wealthy Advisor Mindset podcast, Nina is joined by Dave Dee, an expert in sales and marketing specifically for financial advisors. Dave shares his transformative journey from a struggling magician to a successful business coach, revealing how a shift in mindset catalyzed his career. He emphasizes the importance of mindset in business success, recounting how exposure to motivational speaker Jim Rohn's teachings propelled him from performing a few shows a month to a booming career.

Dave and Nina delve into practical mindset strategies essential for entrepreneurs. He underscores the significance of a daily mindset practice, including gratitude, visualization, and setting clear intentions. He believes that consistent, simple practices are more effective than complex ones, ensuring regular engagement. This approach has been instrumental in his own success and resilience, helping him navigate through professional slumps and maintain a positive and growth-oriented mindset. Dave’s methodology is about balancing action with the right mental framework, suggesting that an entrepreneur's success is as much about their inner game as it is about external strategies.

The conversation explores the concept of identity shifts in personal and professional growth. Dave reflects on how surrounding himself with diverse, successful entrepreneurs facilitated significant shifts in his self-perception and business approach. He discusses the importance of a growth mindset, particularly for seasoned professionals seeking continual improvement. Dave also highlights the role of gratitude and perspective in sustaining success and fulfillment.

Enjoy!

What You'll Learn in This Episode:

How a shift in mindset can lead to exponential growth in business.
Effective daily practices such as gratitude, visualization, and affirmation, and how they can significantly impact your professional success and personal growth.
Insights into navigating through professional challenges by maintaining a positive and growth-oriented mindset.
How identity shifts and being in the right environment can influence your business growth and personal development.
Why a balance between taking action and having the right mindset is crucial for sustainable success in entrepreneurship.
How associating with diverse and successful individuals can provide new perspectives and drive significant growth in your business.
The importance of gratitude and maintaining a positive perspective in both professional and personal life.
Practical tips for financial advisors and entrepreneurs on scaling their businesses and improving their sales and marketing strategies.
And much more...

Resources:

Dave's website

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1 | Dan Cuprill | Systemizing Success in Financial Advising Feb 06, 2024

In today's episode of the Wealthy Advisor Mindset podcast, Nina sits down with Dan Cuprill, a Certified Financial Planner and president of Money and Clarity, a fee-based financial advisory firm in Cincinnati, Ohio. Dan is the founder of Advisor Architect, a systems implementation firm dedicated to helping financial advisors and attorneys maximise their profitability and personal freedom through the implementation of ten distinct systems. He's also the author of six books, the host of the Profitable Advisor Podcast, and writer of the Profitable Advisor Newsletter. Although his firm is in Ohio, his systems-oriented approach to business enables him to live 300 miles away in Franklin, TN.

Nina and Dan discuss the significance of mindset in the financial advisory sector. Dan shares his personal journey, emphasising the transformative belief in one's ability to succeed, despite being a self-described introvert and facing rejection fears. He recounts his evolution from a corporate employee to an independent entrepreneur, driven by the desire for freedom and a deep-seated need to avoid the regret of untaken risks.

Dan candidly discusses the challenges and triumphs of building his business, highlighting the crucial role of systematic approaches as advised by Michael Gerber's "E-Myth." He reflects on the importance of mindset, not just in theory but as a practice akin to regular diet and exercise. His story illustrates a trajectory from a risk-averse individual to a successful business owner who now enjoys the freedom to work remotely, a lifestyle choice supported by his business acumen and strategic risk-taking.

The discussion shifts to the concept of risk-taking and the perception of money as an abundant resource, contrasting with the fear that often holds financial advisors back. Dan shares his philosophy on wealth, success, and the pursuit of freedom over security. He notes the paradox that while many seek financial success, true fulfilment often comes from personal relationships and life experiences, not just monetary gains.

Dan also encourages financial advisors to embrace implementation over procrastination, advising those who struggle with action to invest in services that can accomplish tasks for them. He argues that success is not reserved for the inherently motivated; it can be facilitated through strategic support for those less inclined to implement.

Enjoy!

What You'll Learn in This Episode:

Dan's transition from a corporate job to entrepreneurship, the desire for freedom and fear of regret.
The significance of mindset in overcoming fear of rejection, the need for self-belief, and the ability to handle failure as an entrepreneur.
Why the ability to take risks is often a mindset issue, and why fear of failure can be a major deterrent.
The importance of personal growth, being a student of one's craft, and implementing new strategies.
Why paying for services can be an effective alternative for those who struggle with implementation.
And much more...

Resources:

Are you ready for the breakthrough? Let’s get started!

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0 | Welcome to the Wealth Advisor Mindset Podcast! Feb 03, 2024

Welcome to the Wealthy Advisor Mindset podcast, hosted by Nina Cooke, where she dives into the often-overlooked aspect of successful independent financial advising: mindset. This podcast is specifically designed for independent financial advisors who find themselves struggling with growing their Assets Under Management (AUM), increasing profits, and balancing personal time with family, friends, and hobbies. Nina emphasizes that the key differentiator between the most successful advisors and those who struggle is not intelligence, talent, or background, but rather a solid, resilient mindset. Throughout the series, you can expect insightful interviews and solo episodes where Nina aims to demonstrate how a strong mindset can lead to persistence in the face of setbacks and ultimately to greater success in business and life.

The show also serves as a personal testament to Nina's journey, from her own struggles with mindset to her breakthroughs and success. She recounts her experience of launching a personal shopping business in 2005, grappling with visibility fears and self-doubt, and how she overcame these challenges to achieve significant business growth. Nina's personal story is a powerful example of transforming mindset barriers into success, leading her to work with renowned clients and ultimately pivot to helping entrepreneurs and financial advisors. The show promises to provide valuable strategies for developing a peak performance mindset, becoming consistent action-takers, and expanding one's vision for success. Nina's commitment to sharing her expertise and experiences aims to empower you to elevate your mindset, thereby enhancing your marketing, sales effectiveness, and overall business success.

Enjoy!

What You'll Learn in This Episode:

How the right mindset can be a game-changer for advisors struggling to grow their AUM and profits, and how it differentiates the most successful from the rest.
How to break through personal fears and self-doubt, drawing from Nina's personal journey of overcoming visibility fears in her own business.
Effective strategies and methods that can lead to a permanent shift in mindset, moving away from playing small to embracing confidence and self-belief.
How societal and familial beliefs can shape our mindset and success, and how to challenge and change these ingrained beliefs for better outcomes.
How a strong mindset helps in persisting through setbacks and challenges, a crucial trait for achieving long-term success in the financial advisory field.
How to expand your vision of what's possible, leading to greater happiness, success, ease, and freedom in your professional and personal life.
And much more...

Resources:

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