From Busy to Rich

E125 – Leveraging the Impact Zone with Dr. Samantha Herrington


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In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin interview Dr. Samantha Herrington, COO of a wealth management practice and founder of Ultimate Impact. They discuss achieving peak performance in financial advisory practices by aligning professional strengths with personal passions. Dr. Herrington emphasizes the importance of energy management over time management, the concept of the "Impact Zone," and the significance of generosity and an abundance mindset. They offer practical strategies for financial advisors to enhance their profitability and quality of life by focusing on high-impact activities and strategic alignment.

In today’s episode we will cover:

  • Aligning professional strengths with personal passions
  • Concept of the "unlived life within us" and envisioning a fulfilling future
  • The "Impact Zone" and its components: strengths, passions, and organizational vision
  • Distinction between energy management and time management
  • Significance of the "Rejuvenation Zone" for overall well-being
  • Balancing obligatory tasks with high-impact activities
  • Emphasizing a mindset of generosity and abundance in professional practices
  • Samantha’s LinkedIn

    We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!

    If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you’re interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series

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    From Busy to RichBy Wes Young

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