Wealthy Advisor Mindset

Feeling stuck and unsure how to move forward? This episode is all about transforming your mindset and unlocking your potential. Discover how your inner dialogue shapes your reality and learn practical steps to shift negative self-talk into a powerful tool for growth.

In this episode, we’ll explore:

• How to identify and break free from limiting beliefs.

• The magic of setting “C-level” goals that inspire and excite you.

• Simple exercises to define your personal and professional desires.

• How to rewire your thoughts for confidence, success, and fulfillment.

Plus, you’ll get actionable advice to start seeing real changes in your life—starting today. Ready to take control of your thoughts and achieve your biggest goals? Hit play now!

🎯 Want personalized support? Visit chatwithnina.org to book a free call and craft a roadmap to your success.

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In this episode, financial expert Ann Garcia shares how the pandemic allowed her to tackle big goals like writing a book and creating an online course. Ann dives into her favorite strategies for staying motivated, overcoming the fear of standing still, and finding excitement in lifelong learning.

You’ll hear practical advice on making the most of small pockets of time, overcoming procrastination, and taking that all-important first step—even if it’s not perfect. Ann’s relatable insights will help you rethink challenges, embrace resilience, and take significant steps to keep growing.

Tune in now to learn how to reignite your curiosity, tackle new projects, and find fulfillment in every season of life.

• How to spot growth opportunities during challenging times

• The power of “micro time” for creativity and reflection

• Why taking imperfect action is better than waiting for perfection

• How self-compassion helps you bounce back from setbacks

• How to step out of your comfort zone and keep learning new skills

Resources:

Find Ann here:

How to Pay for College

IPA Wealth Management

Want to know what’s stopping you from making more money? Take this quick “Millionaire Mindset Mastery” Scorecard: https://resources.ninacooke.co.uk/scorecard-fa

Feeling stuck and want to identify how to make a big leap in profits? Chat with Nina

In today's episode of the Wealth Advisor Mindset podcast, Nina introduces a transformative approach that could be the missing piece you need to move forward, both in your personal life and professional career 

You'll be guided through the exploration of a single, powerful concept that promises to help you build stronger relationships, elevate your success, and regain control of your time and energy. What if the key to unlocking your potential isn't found in action but in a more internal shift?

With compelling examples and a clear, practical exercise, Nina introduces an intriguing way to rethink your aspirations. You'll learn to distinguish between different levels of ambition and why aiming higher—beyond the usual incremental goals—could radically reshape your path.

This shift in perspective could be the catalyst for achieving the life and career you've always envisioned.

If you've enjoyed this episode of the Wealth Advisor Mindset podcast, be sure to leave a review and subscribe today!

What You Will Learn In This Show:

• The importance of becoming aware of one's inner dialogue and the thoughts that dominate the mind.
• The concept of C-level goals, which are ambitious and exciting, contrasting with A and B-level goals.
• A step-by-step exercise to help you identify your C-level goals.
• The benefits of tuning your inner dialogue to focus on your C-level goals.
• And so much more...

Resources:

Chat with Nina

Nina's website

In today's episode of the Wealth Advisor Mindset podcast, Nina is joined by Jacki Liautaud, owner of Tree Fort Financial Inc.

During the conversation, Jacki shares her approach to navigating life's inevitable challenges by cultivating a sense of mindfulness and presence. She highlights how daily routines, from walking her dog to practicing hot yoga, help her recenter and refocus.

You'll discover how periods of uncertainty and a lack of direction can lead to unproductive decision-making, both personally and professionally. Jacki explains that having a clear vision has been critical in steering her toward success, much like how she helps others plan for their futures.

The reflections on authenticity and curiosity found in this episode offer guiding principles for your professional life, shaping the way you interact with clients, helping them achieve their goals.

If you've enjoyed this episode of the Wealth Advisor Mindset podcast, be sure to leave a review and subscribe today!

What You Will Learn In This Show:

• Jacki's educational background in sociology and English, as well as the importance of critical thinking and curiosity.
• The importance of hard work, the willingness to learn, and the value of a small ego.
• Initial concerns from Jacki's family about working with her father, and the potential challenges of a parent-child partnership.
• The value of having a clear vision and the ability to adapt to changing circumstances.
• And so much more...

Resources:

Tree Fort Financial

Jacki’s LinkedIn

Chat with Nina

Nina's website

In today's episode of the Wealth Advisor Mindset podcast, Nina is joined by Rob Brown, founder of Truest Fan Coaching and author of "Truest Fan: Live, Love and Lead with Purpose and Impact."

Nina and Rob discuss the power of dreaming big and how our mindset shapes the way we approach goals and success. They explore how people often limit their ambitions, holding back due to fears of failure or self-imposed boundaries.

You'll discover the emotional connection necessary for pursuing meaningful goals. It's not just about setting targets; it’s about understanding the deeper "why" behind them. By connecting with this underlying purpose, you can overcome mental roadblocks that prevent you from reaching your full potential.

This episode offers insights into how this mindset transformation can unlock new levels of productivity and satisfaction, encouraging you to challenge your current perceptions and envision a life of greater impact and fulfillment.

If you've enjoyed this episode of the Wealth Advisor Mindset podcast, be sure to leave a review and subscribe today!

What You Will Learn In This Show:

• How understanding his "why" helped Rob apply his routines and rituals more meaningfully.
• Why the lack of a purpose-based plan is a significant challenge for many financial advisors.
• The value of the dreaming process, giving it time and space, free from distractions and comparisons to others.
• Rob's belief that many financial advisors do not think enough about their mindset and how it impacts their success.
• And so much more...

Resources:

Truest Fan Coaching

Truest Fan: Live, Love and Lead with Purpose and Impact book

Rob's LinkedIn

Chat with Nina

Nina's website

In today's episode of the Wealth Advisor Mindset podcast, Nina is joined by Lauren Winkelman, a CFP and the Founder of Rock Money Scissors Financial Coaching.

During the conversation, Lauren shares her personal journey of navigating a major career shift and embracing unexpected opportunities. You'll learn how breaking free from societal expectations and rigid thinking led her to a more fulfilling professional path.

You'll also discover the challenges of balancing work and life, especially in an industry known for long hours and intense pressure. Lauren challenges the idea that success comes only through sacrifice, offering a refreshing perspective on how to structure a business around personal values without compromising growth.

This episode highlights the value of listening to one's inner voice and intuition when faced with difficult decisions, rather than rushing through life on autopilot.

If you've enjoyed this episode of the Wealth Advisor Mindset podcast, be sure to leave a review and subscribe today!

What You Will Learn In This Show:

• Lauren's motivation to switch careers from financial advisor to financial coach, focusing on the need for financial foundations rather than advanced financial advice.
• How a mindset coach helped Lauren overcome self-doubt and realize her qualifications and unique path.
• The importance of self-compassion and giving oneself space to navigate setbacks and challenges.
• The value of new beliefs and values in overcoming challenges and staying motivated.
• And so much more...

Resources:

Rock Money Scissors Financial Coaching

Lauren's Linkedin

Chat with Nina

Nina's website

In today's episode of the Wealth Advisor Mindset podcast, Nina is joined by Brian Kurtz, a direct marketing expert, as well as the founder of Titans Marketing.

During this fascinating conversation, Nina and Brian explore key principles that drive long-term success in business and personal growth. Brian shares a wealth of wisdom drawn from a lifetime of mentorship, practical application, and a commitment to continual learning. 

You'll discover various forms of payment that enrich professional relationships and deepen customer loyalty, challenging the notion that success is only measured by immediate financial gain. You'll also learn how cultivating trust and delivering consistent value leads to enduring rewards that often surpass expectations.

This episode will leave you with a deeper understanding of what it means to build a legacy in business by focusing on service, connection, and continuous improvement.

If you've enjoyed this episode of the Wealth Advisor Mindset podcast, be sure to leave a review and subscribe today!

What You Will Learn In This Show:

• The importance of mentorship and learning from the best in the industry.
• The concept of thinking about your thinking, and how it has influenced Brian's business decisions.
• The significance of client retention and the mindset of keeping customers for life.
• The five ways to get paid: cash, utilization, enhancement, appreciation, and referrals.
• And so much more...

Resources:

Titans Marketing

Brian's LinkedIn

Chat with Nina

Nina's website

In today's episode of the Wealth Advisor Mindset podcast, Nina is joined by Julieanne Steinbacher, the founding shareholder of Steinbacher, Goodall & Yurchak, an elder care and special needs planning law firm, as well as the President of The Million Dollar Solution, a business coaching group for elder law and estate planning attorneys across the United States.

Julieanne explores the complexities of balancing professional ambition with personal values. She reflects on the challenges of making bold decisions and the importance of understanding what truly matters in life, emphasizing the need for clarity and commitment in pursuing goals.

You'll discover the significance of constructive criticism and the growth that comes from embracing feedback. Hear personal anecdotes about overcoming early struggles in public speaking and the value of perseverance, highlighting the importance of self-awareness and the role that mindset plays in achieving success.

This episode offers valuable insights into navigating the intersection of career, personal growth, and meaningful relationships.

If you've enjoyed this episode of the Wealth Advisor Mindset podcast, be sure to leave a review and subscribe today!

What You Will Learn In This Show:

• The significance of self-awareness in setting and achieving goals, and how understanding your own needs and values can drive success.
• How visualizing your desired outcomes can help you overcome fear and move forward with confidence, even when faced with uncertainty.
• Strategies for managing the demands of a career while maintaining strong personal relationships, including the importance of communicating with loved ones about your goals.
• How to handle criticism constructively, using feedback as a tool for growth, and the importance of perseverance in the face of challenges.
• The value of giving yourself grace during the journey, allowing for growth without undue self-criticism.
• And so much more...

Resources:

The Million Dollar Solution

Julieanne's LinkedIn

Chat with Nina

Nina's website

In today's episode of the Wealth Advisor Mindset podcast, Nina is joined by Bob Regnerus, renowned coach and founder of Feedstories.

You'll discover how our internal beliefs and attitudes shape the outcomes we experience, emphasizing the importance of introspection and self-awareness over merely adopting new tools and strategies. 

Bob offers a profound personal journey of overcoming a significant setback, illustrating how adversity can lead to invaluable insights and personal growth. His story underscores the necessity of confronting and understanding our inner struggles to navigate through challenging times effectively. 

For those seeking deeper connections and a more meaningful approach to their lives, the episode offers a wealth of wisdom and practical advice to inspire positive change and growth.

If you've enjoyed this episode of the Wealth Advisor Mindset podcast, be sure to leave a review and subscribe today!

What You Will Learn In This Show:

• How mindset influences the results in your business and personal life, and why it's crucial to analyze your thinking behind actions rather than just focusing on tactics.
• How the outer results you experience are a reflection of your inner self, and why it's essential to address your internal mindset for achieving desired outcomes.
• Why relying solely on new tools and strategies might not solve underlying issues if your mindset isn't aligned with your goals.
• How to handle setbacks by acknowledging their existence, looking for positive aspects, and changing your perspective to turn negative situations into opportunities.
• And so much more...

In today's episode of the Wealth Advisor Mindset podcast, Nina is joined by Michael DeLon, author of seven books as well as the president of Paperback Expert.

During this conversation, Nina and Michael explore the transformative power of mindset and how it impacts various aspects of life. They discuss the importance of daily affirmations and focusing on goals to cultivate a positive outlook and drive consistent actions.

You'll learn the significance of balancing multiple facets of life, such as faith, family, finances, fitness, and fun. By setting daily goals in each area, one can maintain a well-rounded and fulfilling life. Michael offers insightful anecdotes and valuable advice on how to handle setbacks and stay resilient. 

This episode will equip you with practical techniques to enhance your thinking, emotions, and actions, ultimately leading to a more productive and joyful life.

If you've enjoyed this episode of the Wealth Advisor Mindset podcast, be sure to leave a review and subscribe today!

What You Will Learn In This Show:

• How daily affirmations aligned with your value system can influence your emotions and actions, fostering a productive mindset.
• How writing down your thoughts and feelings can help clarify your thinking and prevent negative spirals.
• What mindset really entails, moving beyond the "woo-woo" perception to practical, disciplined work that aligns thoughts, emotions, and actions.
• The significance of using the right words, goals, affirmations, and aspirations to motivate and guide your actions.
• How adopting a structured organizational system can bring clarity to your thinking and boost your confidence and productivity.
• And so much more...

Resources:

Paperback Expert

Michael's LinkedIn

Chat with Nina

Nina's website