In this episode of the Millionaire Mindcast, we have a reliable guest, Greg Patterson who shares knowledge and insights on the holistic approach of building and creating wealth, challenges of being a hard-charging entrepreneur, creating the balance between grinding and being patient, the importance of having clarity on WHYs, and life-changing advice of making work optional!

Greg is the senior advisor and CEO and one of the partners in The Advisory Group, a wealth-management firm based out in San Francisco that offers both personal wealth and retirement plans. He works with a handful of high-net-worth individuals by creating a strong foundational wealth-building platform and plan to execute on.

Greg and his team understand that people are busy and they want an experience that helps them feel more liberated, organized, and being in the right direction to live life more effectively. But beforehand, it is vital to identify your goals and real WHY.  It is the important part in the beginning. Also, he emphasizes that WHY must not be affected by social pressures and unspoken expectations, but by what you really want. 

Nevertheless, while hustling and grinding for your WHY, never forget to build relationships with your family. Always be present while enjoying your journey!

 

Some Questions I Ask:

Just give us a quick high-level review of what you and The Advisory Group do? (04:22)

How did you guys break down what falls into each one of those buckets getting each of these pillars optimized from a wealth-building perspective? (06:28)

What makes the Advisory Group so great? (07:42)

What is one of the mindset principles that you think so many people are missing when it comes to building wealth, creating financial freedom, and fulfilling life? (10:11)

In the hustling and grinding world, how to be present in the process? What does that look like for you being the CEO and owner of the Advisory Group and how did you communicate that to either your clients or to other people? (16:45)

What does that rhythm look like for you and your clients? How did you guys or your clients stay in proximity to their plan? What do awareness and retooling consistently look like? (24:36)

How much do you guys plan for the balance of the plan for today versus the plan for the future? (28:35)

What would you say some of the investment skill sets that you see most of the successful people have? (33:59)

What are your thoughts around holistic planning and what that strategy should or could look like for certain clients? (41:05)

What are some of the things that your clients are asking you guys about in terms of either things they’re investing in or moving their money into or things that they’re concerned about? (45:54)

 

In This Episode, You Will Learn:

The importance of finding the real why (08:01)

How to get it clarity in life (18:54)

 

Quotes:

“Be patient when you should be, not to be over-excited when you shouldn’t.”

 

Connect with Greg Patterson on:

The Advisory Group