Episode 7
How to score BIG!
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Scoring BIG in your business (1:30)
- Using leading indicators, breaking down the components included in appraisals and assessments, and identifying subject matter experts that can help your business (2:45)
- Setting your priorities and objectives, having clear and measurable goals, and learning to say yes or no to opportunities (9:40)
- Identifying professionals that can help you score, implementing advisory boards, and bringing in the right consultants (13:55)
Scoring BIG in your personal life and money business (19:00)
- Maximizing the value of your money business, identifying blind spots, and being honest with where you are today (21:15)
- Bringing in the right professionals to help you, learning where to focus your efforts, avoiding mistakes (31:10)
- Gaining momentum through coaching (37:55)
Stopping the Financial Industry from scoring BIG on YOU (39:40)
- Interviewing and vetting professionals, learning how to ask questions, identifying conflicts of interests (41:50)
- Protecting yourself from biased advice, recognizing product pushing, hiring the right professionals (49:40)
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About Your Co-Hosts:
Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.
Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.