Wealth & Wisdom

Are you scared to feel scared?!

So many of us want to feel ALIVE, yet we aren't willing to push some edges every once in and while.

Tune into this episode to learn how to "hold your edge" and press into these fears instead of running from them.

Ready to find your edge and move past your fears?

Schedule a free Strategy Session with Jordan: https://calendly.com/jordanpendleton/discoverysesh

Connect with Jordan:

Instagram: @jordanypendleton

LinkedIn: https://www.linkedin.com/in/jordan-pendleton-4488612b/

We are hitting that point in the year where the goals and resolutions can start to fade or we lose touch with them! So I wanted to publish this episode from a panel I moderated with 4 amazing coaches and consultants on their tips for making it through this lull.

Connect with the Panelists

• Nikhil Paul

• Joanna Murphy

• Neha O'Rourke

• Rebecca Otis Leder

About General Assembly

Since 2011, General Assembly has transformed tens of thousands of careers through pioneering, experiential education in today's most in-demand skills. When you learn web development, data, design, business.

https://generalassemb.ly/findyourcourse

It's easy to get caught up in the hustle and bustle of the world. To focus on making more money, getting ahead, etc. But at the end of the day... there is something that supersedes ALL of that.

What is it for you?

Richard Rohr & Oprah Episode

https://podcasts.apple.com/us/podcast/oprahs-super-soul/id1264843400?i=1000415592929

Connect with Jordan

LinkedIn

Instagram

This episode was from Kylie Larson's podcast called "Here's the Deal with Kylie" where Jordan came on to chat about limiting beliefs and how to interact with them and working through them.

Connect with Kylie

Podcast on Apple: https://podcasts.apple.com/us/podcast/heres-the-deal-with-kylie/id1497574963

Instagram: @thekylielarson

Ideal Client Masterclass 2/24 @ 4pm MST

https://www.eventbrite.com/e/ideal-client-masterclass-for-financial-advisors-tickets-262217167607

Connect with Jordan

Instagram: @jordanypendleton

If you've been an advisor for awhile, you know what I'm talkin' about!

It's the thing we never want, but a space we can all end up in at times. So, here are some tips for moving beyond living in that scarce space where we can give off "commission breath" and step into ATTRACTING sales with more ease.

Sign up for Ideal Client Masterclass

• Tues, Feb 22 @ 12pm MST
• Thurs, Feb 24 @ 4pm MST

Connect with Jordan

Instagram: @jordanypendleton

LinkedIn: https://www.linkedin.com/in/jordan-pendleton-4488612b/

This is a Valentines Day special interview the my HUSBAND, Zach Pendleton! We talk about...

• Leaving comfort and making career transitions;
• What it's been like for Zach to support an entrepreneur the last 8+ years;
• Now his own perspective since transitioning into the entrepreneurial space;
• The biggest challenges we face as entrepreneurs;
• And more!

About Zach Pendleton

Zach has spent his career in the energy industry, building and leading teams in Finance, Operations, Strategy, and Project Management. Prior to founding FCM Carbon Solutions, Zach served in numerous leadership roles within Noble Energy, ultimately serving as Head of Asset Development for Noble Energy in Colorado.

In conjunction with his traditional energy background, Zach also spearheaded Noble Energy's carbon management initiatives in Colorado. The knowledge gained through his work led Zach to identify a practical need for near-term carbon emissions solutions in the industrial sector and FCM was founded to address these needs.

Zach was born and raised in Denver, Colorado. He received a BBA in Finance & Accounting from the University of Colorado-Boulder and currently serves as a member of the Colorado School of Mines CCUS Task Force. Zach is a 4th generation energy pioneer that believes everyone should share in affordable energy, a strong economy, and a clean environment.

Connect with Zach

LinkedIn: https://www.linkedin.com/in/zach-pendleton-15a11a92/

One of my main pillars to being able to attract the people you are meant to work with is identifying your Ideal Client. And being very specific in who you work with, the problems you solve for them, and results you bring.

Tune in to this episode to learn how to know who you are best suited to work with!

Connect with Jordan

Instagram: @jordanypendleton

In this episode, Jordan & Patrick talk about...

• Patrick's journey to finding peace in his life through seeking "the more";
• What this might look like for you and what it is beyond our material existence;
• The difference between Religion and Spirituality;
• The changing landscape of Financial Services and how we are adapting to that;
• and more!

About Patrick Johnson

Patrick Johnson is the founder of WellthPartner and the WellthCollaborative. In addition to promoting an evolution in wealth management, Patrick maintains an active practice working directly with clients helping them frame and live into their unique paradigm of Wellth. Patrick's life has moved in diverse channels which have flowed into a powerful confluence with WellthPartner: professional river guide; seminarian; organic farmer; financial advisor; author. His primary professional emphasis has been as a personal financial counselor, now with over twenty-five years of experience and the highest professional credentials. His deep desire throughout his successful career has been that his clients thrive and find peace in their lives.

Patrick realized early on in his career that the financial services profession almost exclusively addressed the tactical aspects of financial planning and left the crucial heart-centered and holistic aspects unattended. Patrick's career is defined by honoring and addressing the importance of both.

In addition to his considerable tenure and credentials as a fiduciary financial counselor working with affluent individuals and families, Patrick is a Certified Professional Life Coach formally trained by the ICF-accredited Human Potential Institute and the Flow Research Collective . He is also the founder and President of Synthesis Life Insurance, author of the novel One . Conscious . Breath, and is the lead-guide with PeaceTrain Guides.

Patrick lives in Woodland Park, CO. He has been married to the love of his life, Jenny, for over twenty years. They have two delightful teenage children: Luke and Lauren. In his free time, Patrick can usually be found reading about a diverse array of topics or interacting with nature via a wide range of mediums.

Connect with Patrick

Book: www.oneconsciousbreath.com

Weallth Collaborative: www.wellthcollaborative.com

About Jordan Pendleton

Jordan is passionate about helping purpose-driven entrepreneurial leaders in the financial services industry create authentic, sustainable, and soul-fulfilling success! Through her podcast, online courses, and coaching programs, Jordan guides others to uncover their authentic message and tell their story to attract their people and make the income AND impact they truly desire. Her passion and drive stem from her own pain of working around the clock to build a successful financial planning business in her 20's - only to find herself feeling empty and that her success was only surface level. Jordan knew there was more to life and more to business than she was experiencing. She has spent the last 5+ years discovering the keys to creating a solid foundation for true success, impact, and income - and is determined to help others take ownership of their lives and businesses to do the same!

Connect with Jordan

Instagram: @jordanypendleton

In this episode, Jordan & Sarah talk about...

• The challenges of being a creative OR a highly strategic person and being your true, authentic selves;
• The difference between belonging vs. fitting in. And how to find real belonging.
• How to allow others into seeing and experiencing more of who you are;
• The importance of authenticity in today's environment;
• and more!

About Sarah Caleb

Sarah Caleb is a mindset coach that specializes in working with pioneers and creatives in media and entertainment. She is dedicated to helping people become holistically healthy, and she is passionate about helping them use the medium of creative arts to generate a mainstream culture of mental and emotional health.

Sarah's background as a campus recruiter is where she first learned her love for finding people's strengths and matching them to the right job on the right team. After a few trips abroad, Sarah learned about the global reach of American culture and entertainment, as she saw children dancing and singing to Beyoncé and Justin Bieber even in the remote bush of Africa.

With Los Angeles as home base, everything came full circle when Sarah began working with clients in the entertainment industry to help them find health and fulfillment in their personal and professional lives. As she knows from experience, these artists will create work that reaches all parts of the world. She is committed to helping her clients find clarity to make the adjustments they need to fully thrive because she has personally experienced the fulfillment that comes from taking risks and making choices that allow both her professional and personal lives to align with what matters most.

Connect with Sarah

Instagram @sjcaleb