A practical story of an advisor taking small, strategic steps to achieve substantial success. From 9 advisors to 360, Paul Blanco took small steps to create massive results.

This week’s guest is HR Huntsman and his story of overcoming trauma and loss through mentorship is one you can apply to your personal and professional career. 

 If you only listen to one episode of our show, this is the one to listen to. We cover the foundational steps that make up a successful financial planning business. If you want to grow your financial planning business then this simplified approach will help you achieve that. 

Visit http://www.HowToChargeLive.com to come to the only in-person event you need to grow your planning business.

http://www.HowToChargeLive.com 

Visit that page and set a time with us so you can get the best deal we've ever offered on our live event. 

http://www.HowToChargeLive.com

We have 15 spots left for our next How To Charge LIVE workshop. Get your seat at http://www.HowToChargeLive.com. 

David Adam’s story is a testament to the power of perseverance and the entrepreneurial spirit. The drive for autonomy and financial freedom are what fueled his career. Learn from his path so you can make your own path better.

We care about you as a whole person, which is why today we’re featuring Dr. Andrea Mata, a youth mental health specialist. 

She’s a great resource for you as a parent and one you can share with your clients if you think they could benefit from her expertise. 

Alarming Statistics: Did you know 18% of youth have contemplated suicide in the past year? Andrea sheds light on these shocking numbers and what they mean for our society.

Parental Blind Spots: Discover the common blind spots parents have, especially in affluent communities, and how to recognize if your child is struggling.

Parenting Styles and Their Impact:

• Pendulum Swing: Understand how overcompensating for our own upbringing can lead to overly gentle parenting, and why a balanced approach is crucial.
• Fostering Independence: Andrea emphasizes the importance of allowing children to experience failure and learn from it.

The Role of Counseling:

• Temporary Solution: Therapy should empower children to navigate challenges independently, not create a lifelong dependency.
• Parental Involvement: Sometimes, it’s the parents who need to develop skills to improve the family dynamic.

Practical Parenting Tips:

• “Give Them Just Enough”: Learn how to provide the right amount of support for your child’s developmental stage.
• Balancing Act: Tips for parents who are also entrepreneurs on how to set achievable goals and avoid burnout.

Building Your “Fortress”:

• Three Sides: Individual coping skills, relationship skills, and parenting skills. Andrea’s approach to continuous improvement in these areas.

Making Parenting Enjoyable:

• Quality Time: The value of taking your children out on individual “dates” to foster genuine connection and insight into their thoughts and feelings.

📚 Resources and Further Support:

Andrea’s Book: "The Number Two Parenting Book: Practical Tips for the Pooped-Out Parent" – 29 practical tips to help you navigate the challenges of parenting.

Bright Spot Families: Check out Andrea’s website for additional resources and upcoming virtual workshops and group coaching programs.

This episode is packed with practical tips and real-life examples that can help you transform your meetings from mundane to memorable. Whether you’re a seasoned advisor or just starting out, there’s something here for everyone. Plus, Andy and I share some personal stories and experiences that I think you’ll enjoy.

In the podcast, I talk with Justin Goodbread who shares his four-point framework for maximizing the value of financial advisory firms. 

Key points include consistently knowing your company's value, understanding the potential worth of a best-in-class business, focusing on increasing value rather than just profitability, and having a strategic plan with actionable items. His application of these principles led to seven- and even eight-figure exits for his businesses. 

Join us in Nashville for our next How To Charge LIVE workshop

http://www.HowToChargeLive.com

A fascinating behind the scenes interview with an industry veteran, and Sten’s personal friend, Paul LaPiana of MassMutual. What’s the best path to take in this industry? What’s the future of financial planning? 

Discover how MassMutual has transformed its approach to financial planning, making it a core part of the advisor-client relationship. You’ll hear about the shift from traditional methods to a more dynamic, fee-based model. Enjoy this peak behind the scenes of a major company in our industry. 

Thank you to our guest Brian Mawhinney, VP- Head of Financial Planning & Practice Management at MassMutual.