Most CEOs treat balance like a finish line. Stacey Bartelson has a sharper read. Balance isn't even.

In this episode, Shawndel sits down with Stacey Bartelson, a CFP, CEPA, and ChFC at Bartelson Blessner Wealth Group with Edward Jones, to talk about what it actually looks like to lead with intention, work on your business instead of just in it, and plan for the exit you haven't taken yet. You'll hear why it's never too early to start a financial plan, how to give yourself permission to say no to the rooms that drain you, why so many business transfers fall apart at the finish line, and the mindset shift that moved Stacey from "financial advisor" to CEO. Connect with Stacey: Email: [email protected] LinkedIn: https://www.linkedin.com/in/staceybartelson/ Website: edwardjones.com/stacey-bartelson