In this episode, host Lorie Jones sits down with Colleen Bowler, co-founder of C&J Innovations and a trailblazer in the world of financial planning, to talk about the often-overlooked human side of finance and how financial plans should accurately reflect your unique life, dreams, and values, not just numbers on a spreadsheet.… READ MORE
If you base your entire identity around achievement, as many high achievers do, the consequences can turn fatal – internally. While building an identity around achievement can work in the short-term, you must eventually face the reality: A big part of your drive to achieve is deeply rooted in fear.… READ MORE
You’ve heard about NASCAR champion driver Kyle Busch’s lawsuit over his Indexed Universal Life policies. And because his contract appears to have been written in an exceptionally bad way, you might think what happened to him is an isolated incident.… READ MORE
Show Highlights:
Introduction to the “Activating Strategy” miniseries. [00:52]
Why planning is not a strategy. [04:05]
Three critical components in a strategy activation plan. [07:12]
What risks can a decoupling strategy from planning prevent?… READ MORE
Today, I’m discussing the hidden cost of playing it safe, a topic that’s secretly all too familiar for women with strong track records of achievement. If you feel restless for that next big leap, yet find yourself sticking to the safe and predictable path, or even avoiding measured, everyday growth opportunities, this episode is for you.… READ MORE
In this empowering episode, host Lorie Jones welcomes the magnetic Neen James, a celebrated client experience expert and author with an unbreakable spirit. You will be captivated as Neen recounts her remarkable leap from the boardrooms of Australia’s toughest industries to building her own thriving business.… READ MORE
The bar to stand out as a financial advisor is incredibly low.
Why?
Because most advisors think, for some reason, that their profession is immune from market forces.
This explains the results from a recent study that reported that 1 in 5 clients plan to fire their financial advisor.… READ MORE
In this episode, Greg McCollum discusses one of the most debated topics in the legal industry—should you treat your employees like family or a team? Greg offers key lessons on employee dynamics in law firms, plus insights from experts like Dan Kennedy and David Neagle, highlighting why a family mentality can sometimes backfire.… READ MORE
Most high achievers aren’t limited by a lack of talent or lack of opportunity. They’re limited by the tension they carry inside their own nervous systems.
This low-grade tension drains your energy and leads to burn out, it flattens your relationships and leads to heartbreak, it blurs your decision-making and leads to humiliation.… READ MORE
Helping others is a virtue that seems to be disappearing in modern society. Our fast-paced lifestyle often leads us to put ourselves before everyone else so that we can get it all done.
But a rising tide lifts all boats, and helping others makes our entire world better off.… READ MORE
