33 | How to Elevate Your Life: The Art of Ambitious Thinking
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In today's episode of the Wealth Advisor Mindset podcast, Nina introduces a transformative approach that could be the missing piece you need to move forward, both in your personal life and professional career You'll be guided through the exploration of a single, powerful concept that promises to help you build stronger relationships, elevate your success, and regain control of your time and energy. What if the key to unlocking your potential isn't found in action but in a more internal shift? With compelling examples and a clear, practical exercise, Nina introduces an intriguing way to...
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32 | Jacki Liautaud | Unlock Curiosity and Authenticity for Success
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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...
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31 | Rob Brown | From Limitations to Liberation: The Truth About Mindset
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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....
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30 | Coach Lauren Winkelman - Unlock Your Potential by Defying Limits and Embracing Creativity
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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...
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29 | Brian Kurtz | Thriving Through Value and Connection
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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...
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28 | Julieanne Steinbacher | What Role Does Grace Play In Personal and Professional Growth?
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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...
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27 | Bob Regnerus | How to Harness Mindset Mastery for Massive Success
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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...
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26 | Michael DeLon | Success Blueprint: Harnessing the Surprising Power of Your Mind
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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...
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25 | A Simple Mindset Hack Will Transform Your Profits
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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...
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24 | Liz Hand | Fearless Growth for Financial Advisors
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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...
info_outlineIn 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...
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