5 Business Lessons I’ve Learned in 5 Years

One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all around the country. In these Work Your Wealth episodes I'll be taking time to address and answer questions I've come across from readers and clients throughout my career. Today I'm talking about the 5 business lessons I've learned and sharing some details (and numbers) behind our company.

1. Get Uncomfortable Fast
2. Connect with People Outside of Your Industry
3. Delegate and Learn to Let Go
4. Find Your Three Pillars
5. Find Your Blue Ocean

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

• Workable Wealth is celebrating a birthday!
• Where Workable Wealth started and what it has grown into
• Tools WW leverages to help clients along the way
• Why WW believes in being accountability partners for its clients
• Why you should be comfortable with being uncomfortable
• How leveraging social media helped Mary Beth get uncomfortable
• The importance of connecting with people outside of your industry
• A crucial step to being successful in scaling and growing
• The structure of and who is on the Workable Wealth team
• Have you found your “three pillars”
• The role mentorship has played in the growth of Workable Wealth
• Why a mentor who challenges you is a perfect mentor
• Workable Wealth wouldn’t be where it was today without masterminds
• How Mary Beth’s “business bestie” helped her find time for her
• Why your blue ocean doesn’t have to look like everyone else’s
• A new product WW is looking to roll out in the coming months
• In a few weeks WW will be putting a call out…
• Where Workable Wealth is headed

LINKS WE MENTIONED ON THE SHOW:

• Workable Wealth 3 Year Birthday Post
• What You Should Look for in a Financial Planner
• Managing Your Social Media
• When to Lead and When to Let Go
• Blue Ocean Strategy book
• 30 min consultation