59 | Shannon Paul | You Don’t Need a Fancy Background to Serve the Top 1%
Release Date: 08/06/2025
59 | Shannon Paul | You Don’t Need a Fancy Background to Serve the Top 1%
Wealthy Advisor Mindset
How do you deliver exceptional service to high-net-worth clients without burning out? In this episode, Shannon Paul, Chief Operating Officer at Axiom Wealth Management, reveals the mindset, boundaries, and strategy it takes to serve at the highest levels - without losing your sense of self in the process. With over 15 years of experience, Shannon shares what it really takes to thrive in wealth management, especially in the ultra-affluent space. She opens up about her journey from South Africa’s private banking world to leading a U.S.-based advisory team, and the intentional choices...
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58 | Gary Sinderbrand | Beyond the Numbers: Mindset, Legacy, and Reinventing Financial Advice
Wealthy Advisor Mindset
In this powerful conversation, I sat down with Gary Sinderbrand - veteran financial advisor, nationally recognized coach, and founder of Better Path Training. With over four decades of experience, including 22 years at Merrill Lynch, Gary shares his remarkable journey from a fresh college graduate to a million-dollar producer, mentor, and coach to some of the industry’s top advisors. He delves deeply into the roles of mindset, purpose, and disciplined focus—revealing how the best financial advisors are not just skilled with numbers but also committed to making a lasting impact on their...
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57 | Susan Glusica | How to Shift Your Mindset to Build Wealth
Wealthy Advisor Mindset
After two decades in corporate finance, Susan Glusica had a crisis of legacy and shifted paths - choosing a client-first, energy-based approach to wealth building. In this episode, she shares why mindset and energy are inseparable for building wealth and how advisors can step into financial power by shifting their self-image. We dive into Susan’s signature framework, the Seven Money Realities and Seven Levels of Money Consciousness, and discuss the hidden money blocks that hold back advisors from keeping, growing, and giving more. If you’re ready to feel more empowered around your...
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56 | Michael Davis | From Fear to Impact: on Storytelling, Mindset & the Beliefs That Shape Our Lives
Wealthy Advisor Mindset
What if the fear that’s holding you back started with a single moment in childhood? In this deeply honest and inspiring interview, former financial advisor turned TEDx speaking coach Michael Davis shares how he overcame a fear of public speaking, rejection, and self-doubt to build a fulfilling second career helping others find and share their voice. Michael’s story is a masterclass in mindset, resilience, and the power of storytelling. From redefining failure to challenging lifelong beliefs, this episode is packed with practical insights for anyone who wants to speak, sell, or lead more...
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55 | Mike Freemire | Finding Purpose Beyond the Numbers
Wealthy Advisor Mindset
In this episode, I sit down with Mike Freemire, BFA and founder of Full Circle Financial of Colorado, for a deep dive into the often-overlooked emotional side of retirement planning. With over 15 years guiding clients through major life transitions - and a fascinating background as a serial entrepreneur and former mayor - Mike shares how true financial planning is about far more than dollars and spreadsheets. We explore how lifestyle financial planning helps clients redefine their identity, rediscover their purpose, and design a life that feels meaningful long after the paychecks stop. Mike...
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54 | Michelle Nedelec | The #1 Mindset Shift Financial Advisors Need to Grow Without Burning Out
Wealthy Advisor Mindset
What if the real reason you're not showing up boldly in your business has nothing to do with strategy… and everything to do with mindset? In this eye-opening episode, Michelle Nedelec pulls back the curtain on the subconscious beliefs that keep financial professionals playing small. If you’ve ever felt like you need to “know it all” before you can truly help someone - nor if self-doubt has you second-guessing your every move - this conversation is your permission slip to finally break free. 🎧 Listen to discover: The hidden mindset traps keeping you stuck in consumer mode instead...
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53 | Devin Sizemore | Mindset Reset: How to Turn Burnout Into Freedom-Focused Success
Wealthy Advisor Mindset
What happens when a successful entrepreneur hits burnout? For Devin Sizemore, it led to a complete reset - and the creation of a business ecosystem designed around freedom, not frenzy. In this episode, Devin opens up about walking away from hustle culture, the power of simplifying your offers and operations, and how he built multiple ventures (including a cat café) that genuinely lit him up. We talk about: The moment Devin realised his business was running him - not the other way around Why “doing less” was the key to doing better How he helps overwhelmed business owners...
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52 | Allie Beckmann | Mindset, Money & Meaning: A Fresh Approach to Financial Planning
Wealthy Advisor Mindset
In this insightful episode, I sit down with financial advisor and life planner Allie Beckmann, who brings a powerful blend of emotional intelligence and financial strategy to her work. With a background in the arts and wellness, Allie shares how her unique journey led her to redefine what financial advising can look like, rooted in curiosity, values, and a mindset-first approach. We explore: How questioning your own thoughts can unlock growth and profit The connection between mindset, beliefs, and financial success Why traditional financial advice models don’t always serve modern...
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51 | Jon Cook | The Mindset Advantage: Breaking Through Mental Barriers
Wealthy Advisor Mindset
In this episode, I am joined by entrepreneur and advisor coach Jon Cook, who shares the mindset shifts that separate plateaued financial advisors from those building powerful, fulfilling practices. With insights drawn from working with over 250 advisory teams, John discusses the unseen barriers that hold people back - not lack of skill, but mental clutter, comfort, and comparison. From the consequences of coasting in your career to the toll of chasing arbitrary goals, this conversation is a must-listen for any advisor or entrepreneur who wants to create success on their own terms, without...
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50 | Sara Hobbs | Mindset Makeover: Ditch the Fear, Build the Fortune
Wealthy Advisor Mindset
What if your biggest money challenge isn’t in your bank account - but in your mind? In this eye-opening episode, I sit down with the brilliant Sara Hobbs from Forecast Financial to unpack the emotional side of wealth - because let’s be honest, money is never just about dollars and cents. Sara Hobbs is a dedicated Personal CFO and Finance Professional who brings more than 24 years of banking experience to her clients. In 2022, Sara left the corporate world to pursue her passion to help people take control of their finances. Her goal is to equip her clients with the tools, resources, and...
info_outlineHow do you deliver exceptional service to high-net-worth clients without burning out? In this episode, Shannon Paul, Chief Operating Officer at Axiom Wealth Management, reveals the mindset, boundaries, and strategy it takes to serve at the highest levels - without losing your sense of self in the process.
With over 15 years of experience, Shannon shares what it really takes to thrive in wealth management, especially in the ultra-affluent space. She opens up about her journey from South Africa’s private banking world to leading a U.S.-based advisory team, and the intentional choices that have fueled her long-term success.
You’ll learn:
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Why mindset matters more than pedigree when serving high-net-worth clients
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The hidden dangers of “over-servicing” and how to avoid them
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How to build relational equity that withstands market downturns
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Why assumptions can destroy client trust — and how to lead with curiosity instead
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How to scale service excellence through team support and systems
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The power of saying “no” and setting boundaries early in your career
Whether you’re an advisor looking to break into the high-net-worth space, or a seasoned professional seeking sustainability, this conversation will challenge your thinking and offer deeply practical advice to enhance your practice..
🧠 Key Takeaways:
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You don’t have to “earn” the right to be in the room - your value comes from how you serve, not your background.
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Not every advisor is suited for ultra-high-net-worth clients - and that’s okay. Find your niche and honor it.
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Over-servicing kills scalability - boundaries protect both you and your clients.
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Build a team that shares your service standard - excellence shouldn’t fall on one person alone.
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Assumptions erode trust - clarity comes from asking questions, not guessing.
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Relational equity pays off during hard times - invest in the relationship, not just the transaction.
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A growth mindset is key - be willing to become an expert in what you don’t yet know.
🔗 Connect with Shannon Paul & Axiom Wealth:
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🌐 Website: axiom.nm.com
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📱 LinkedIn: Follow Axiom Wealth
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📸 Instagram & Facebook: @axiomwealthnm
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🎥 Webinars: Reach out via any platform for invites
🔗 Connect with Nina Cooke:
✍️Want to know what’s stopping you from making more money? Take the Millionaire Mindset Mastery Scorecard here.
👉 Feeling stuck? Do you want more, but don't know how to achieve it? Schedule a call now
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