Title: From Musician to Financial Advisor

Episode 7 guest: Tommy Doerfler

In this episode, Lyndsay chats with Tommy Doerfler, owner of Lighthouse Wealth Group.

He shares his journey from a career in music to finance. Initially pursuing music, he transitioned to finance due to his passion for learning and helping others. He emphasized the importance of autonomy and creativity in his career. Despite initial challenges, including uncertainty and financial risks, he built his business over 16 years. He highlights the significance of having a support system and leveraging team strengths. Tommy advises aspiring entrepreneurs to have a support group, do thorough due diligence, and believe in themselves. He also stresses the importance of balancing financial decisions with long-term strategic goals.

Highlights:

3:12 - The Parallel Paths of Music and Finance 

4:51 - The Decision to Start Lighthouse Wealth Group 

9:07 - Building a Sustainable Business 

18:09 - The Importance of a Support System 

32:04 - Balancing Profit and People 

36:10 - Advice for Aspiring Entrepreneurs

Find out more about Lighthouse Wealth Group:

www.lighthousewealthgroup.com

Facebook, Instagram, X, and LinkedIn:

@Lighthouse Wealth Group

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Produced by Jim McCarthy and ItsYourShow.co