Legacy Leaders

Thomas Blottenberger: The Power of Shifting Perspectives: Uncovering Your True Desires in Finance and Estate Planning


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Thomas Blottenberger, CFP, ChFC, ABFP, is the co-founder of Paradigm Shift Financial, where he helps individuals align their mindset and investments with their greater purpose. Entering financial planning in 2010, he was disheartened by the industry's focus on commissions over people—until discovering Matson Money’s principles, sparking his own paradigm shift.



Since co-founding Paradigm Shift Financial in 2018, Thomas has been dedicated to transforming how clients approach money, shifting from stress and scarcity to confidence and freedom. Through breakthrough education and coaching, he empowers families to make meaningful financial decisions using Nobel Prize-winning investment strategies.


 

Listen to this informative Legacy Leaders episode with Thomas Blottenberger about the profound impact of personal money stories and mindsets on financial decisions, emphasizing the importance of addressing beliefs for better financial well-being and stronger client relationships.


Here is what to expect on this week’s show:


●   Thomas explains, our personal money stories and mindsets shape our financial decisions and behaviors, making self-awareness essential for financial success.

●   Improving financial well-being starts with uncovering subconscious beliefs and emotions that drive our financial behaviors. Greater self-awareness paves the way for positive change.

●   Refocusing estate planning from negative beliefs to positive aspirations fosters better outcomes and stronger client relationships. This mindset shift is key to sustainable financial strategies.

 


Connect with Thomas:


Website:  https://paradigmshift.adxleader.com


LinkedIn:  https://www.linkedin.com/in/thomasblottenberger/


 


With your Hosts: Stan Miller



Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.



 


Connect with Stan Miller:


Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1


LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/


Katie Beth Hand



Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.



Connect with Katie Beth Hand:


Website: https://pinnaclelegacylaw.com/


LinkedIn: https://www.linkedin.com/in/katie-beth-hand/


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Legacy LeadersBy Stan Miller & Katie Beth Hand

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