Artwork for podcast Ditch the Suits - Your Money, Your Life
How to score BIG!
Episode 723rd April 2021 • Ditch the Suits - Your Money, Your Life • Steve Campbell & Travis Maus
00:00:00 00:54:00

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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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Join our Skool Community at https://www.skool.com/ditch-the-suits-9234. You can interact with us, ask questions and get additional resources.

Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com

You can watch all episodes, as well as other great content produced by NQR Media through their YouTube channel at https://youtube.com/@NQRMedia

📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com

👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia

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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.


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