6 | Mike Ross | Overcoming Marketing Fears - A Financial Advisor's Guide
Release Date: 02/27/2024
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 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:
Lattice Wealth Management Inc.