In today’s episode, Shannon sits down with Bob Wheeler, CFO, CPA, and host of "The Money Nerve," to discuss the power of your money story in personal and professional growth.

 

They dive into how professionals can use empathy and effective communication to build trust with clients, overcome fear-based marketing, and tackle imposter syndrome. Bob shares insights from somatic therapy that helped him become more grounded and transform his financial narratives. Shannon and Bob also emphasize proactive client communication and the importance of honest self-reflection.

 

CPA Bob Wheeler brings a unique blend of humor, emotional intelligence, and financial expertise to the world of personal finance. Author of "The Money Nerve" and host of the "Money You Should Ask" podcast, Bob explores the emotions behind money decisions, offering fresh perspectives on achieving financial freedom. As a certified 'CORE Energetics' and Radical Aliveness Practitioner, he conducts seminars worldwide, integrating holistic personal growth with practical financial advice. When not serving as CFO of The World Famous Comedy Store or scaling mountains like Kilimanjaro, Bob uses his 25 years of accounting experience and standup comedy background to deliver financial wisdom with warmth, wit, and inspiration, helping people understand and improve their relationship with money. 

 

Website: https://themoneynerve.com Instagram: https://www.instagram.com/moneyyoushouldask/ YouTube: https://www.youtube.com/c/moneyyoushouldask 

 

For a thorough review of Bob’s core topics around money, visit https://themoneynerve.com/speaking/hire-bob-wheeler-to-speak/ 

 

What you'll hear in this episode:

04:37 Encouraging a positive mindset towards handling finances.

07:32 Accounting industry marketing based on fear.

12:56 Taking responsibility for client's dissatisfaction in business.

16:23 Reflect on being a better employer and service provider.

18:29 Reflect on childhood experiences to understand beliefs.

22:24 Take responsibility, make changes, be proactive.

29:08 Accounting focus shifts to basic proactive approach.

34:22 Overlooked personal struggles halted a crucial conversation.

38:44 Emphasize importance of better communication with accountants.

 

If you like this episode, check out:

Silence These Voices In Order to Succeed

My 3 Most Expensive Mistakes

How Can You Shake Off Business Boredom and Thrive?

 

Want to learn more so you can earn more?

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Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

 

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.