Josh Passler shares his inspiring journey from financial advisor to artist, showcasing how he combines creativity with financial branding to enhance communication and value for clients. The episode explores themes of wealth, creativity, and the importance of client collaboration in branding.

• Josh's transition from finance to art 
• Discovering the vital connection between art and financial concepts 
• Emphasizing the importance of holistic planning services 
• The role of collaboration in effective branding 
• Redefining wealth as time and creativity 
• Insights on audience-targeted branding strategies 
• Importance of understanding client values and mission

Guest: Josh Passler
Website: https://www.thefinartist.com/
Instagram: https://www.instagram.com/josh.finart/
X: https://x.com/TheFinArtist
LinkedIn: https://www.linkedin.com/in/finart/

Podcast Guest:

Jerry Petrick
Certified Business Advisor
America's SBDC - Washington
https://wsbdc.org/advisors/jerry-petrick/

Resources mentioned in this episode:

Find your local SBDC Advisor

The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It

Nolo.com

Episode 6 with Ashley Quamme, LMFT, FBS®, CFT-I™

https://www.linkedin.com/in/ashley-quamme

The Wealthy Marriage
https://www.thewealthymarriage.com/
[email protected]
https://www.instagram.com/thewealthymarriage/
https://www.facebook.com/thewealthymarriage

Beyond the Plan
https://www.beyondthefp.com/
https://www.linkedin.com/company/beyond-the-plan/
https://twitter.com/bamconsults
https://www.instagram.com/beyondthefp/

Planning & Beyond Podcast
https://www.planningandbeyond.com/

Episode 4 with Colin Koach

Email: [email protected]

Social Media:

https://www.linkedin.com/in/colinkoach/

Episode 3 with Laura Lynch

Email: [email protected]

Website: https://www.thetinyhouseadviser.com/

Social Media: https://www.linkedin.com/in/tinyhouseadviser/

Pocast: https://www.thetinyhouseadviser.com/less-house-more-moola/podcast

Episode 2 with Kirk Godman

Email: [email protected]

Phone: (360) 798-0184

Social Media:

https://www.instagram.com/kirkgodman/

https://www.facebook.com/godmanrealestate/

Episode 1 with Cara Macksoud

Email: [email protected]

Website: https://www.moneyhabitudes.com/

Social Media: https://www.linkedin.com/in/caramacksoud/