When unhappy circumstances arise, step away from numbers and help clients find what brings them joy, the founder of Mission Wealth suggests.
The Tenets Of Transformation
What do you do when you find yourself succeeding financially but it just doesn’t seem like enough? When you want to practice real financial planning instead of superficial forms with products attached? When you want to really service your clients and make a lasting impact in their lives? Your first step might be to define your “tenets for transformation”: how you transform your business, your client relationships and your own personal life by bringing your absolute best to every relationship.
The Art of Blending Purpose With Prosperity to Create Lifelong Abundance
11 Dimensions and conscious wealth approach.
The Great Shift for CEOs — From Struggle to Awakening
As a leader, in both business and community circles, I’ve enjoyed getting to know other leaders on an intimate level. I find it fascinating to get inside a leader’s head, to see what fuels them, scares them and awakens them to live a life of risk, exposure and potential reward.
Empowering an Unhappy Client to Change Careers
People sometimes need permission to dream big. It’s wonderful when you can empower a client to make decisions outside what they once believed was possible.