Transform Your Life Through Disrupting Your Thoughts
After 30 years in the financial advisory and wealth management industry, I realized family business leadership, executive development leadership and personal development was something desperately lacking in society. In a company, 'How deep is your bench?" Personally how fulfilled do you feel when you wake up each day?
Yes, I can do your investment and business succession planning. Yes, I can address executive and employee benefits and do estate planning, and provide almost any financial product that exists, but I needed to learn to coach those seeking to improve their lives and careers and serve them for their overall planning to be completely well-rounded.
It was time to give back all the knowledge I had acquired working closely with business owners and their families and sharing how to develop leaders. You are not necessarily born a leader. Followers can become leaders too. It's a shift in your paradigm. It may be many shifts in your mindset. It is becoming "Your Exceptional Self" ( Y.E.S.! ) In this fast-paced world, it is learning to stand out and be on the top of the heap. No matter whether you are a Baby Boomer, GenX or Millenials, through coaching you too can become an effective leader. We all need to find balance as well. I have learned through several near-death experiences and my many comebacks when we chose to learn, we grow. If you want to be treated fairly and acquire financial independence and a comfortable lifestyle and then retirement, you must acquire leadership skills. Leadership is Influence. Notice the Millenials ( Gen Y) and Gen Z strive for the title "Influencer" today. It is synonymous with 'Leader" of Gen X and Baby Boomers.
The question I always ask now is " How can I serve you? " " How can I assist you so you can get problems off your plate and get a peaceful night sleep? When I accomplish that task, there is no limit on one's shift in success for themselves, individually, their family and/or their companies.
There is always a solution to any internal struggle, you need to value yourself enough to find the time to relax and let me help you find it.
Peer and Intergenerational Communication is the most effective tool we must acquire to meet our personal and financial needs.