The Advisor Advantage

Unlocking Wealth Legacies with William Larsen - Episode 300


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On the "Advisor Advantage Podcast," host Michael Shaw sits down with advisor William Larsen - an insurance broker with a passion for impact. William shares his journey from career-changing dad to financial guide, turning personal challenges into a mission to assist others. William's hands-on, empathetic approach embodies the podcast's spirit, offering listeners deep insight into creating value and legacies for clients and their families. Tune in to be inspired by William's dedication to making a difference.

To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode  

  • Links and Resources from this Episode
  • Get in touch with Janet at [email protected] or 936-247-2732
  • https://prosperityeconomicsadvisors.com/summit-4-advisors/
  • Partner Link: https://gravystack.com/advisor  
  • Book Link: https://a.co/d/cU33ny1
  • https://prosperityeconomicsadvisors.com/
  • https://www.facebook.com/groups/honoraryprosperityeconomicsadvisors/?ref=share_group_link
  • "Think and Grow Rich" by Napoleon Hill - https://www.amazon.com/dp/1585424331/
  • Strategic Coach program by Dan Sullivan - https://www.strategiccoach.com/  

Show Notes

  • Personal narrative shapes career choice.
  • Prioritization approach for clients: Availability.
  • Pursuing perpetual mastery through teaching.
  • Overcoming rejection in the advisory business.
  • Encouraging expansive thinking in business.
  • Importance of designing your life and business goals.
  • Instilling financial education in the next generation.
  • Origin of interest in business and entrepreneurship.
  • The impact of family values on business philosophy.
  • Developing deep connections with clients.

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The Advisor AdvantageBy Kim Butler and Tammi Brannan

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