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เนื้อหาจัดทำโดย Dale Vermillion เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Dale Vermillion หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal
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Creating margin in your business, finances and life with Rob West

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Manage episode 345178176 series 3356017
เนื้อหาจัดทำโดย Dale Vermillion เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Dale Vermillion หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal

Host of the nationally-syndicated show, MoneyWise and cofounder of the MoneyWise App, Rob West has helped millions take control of their personal finances and invest in a better, sounder future for themselves and their loved ones.

Having personally grown a team of wealth advisors to prominence, Rob West was invited to swerve as the President of Kingdom Advisors in 2003, a growing community of like-minded financial planning professionals committed to helping their clients not only become financially independent, but manage their growing wealth in alignment with their deepest-held values.

Well spoken, thoughtful, and generous as they come, it’s no surprise that Rob West has played a significant role in inspiring a new generation of entrepreneurs, investors, and everyday professionals committed to serving their families, communities, and the larger world.

In This Episode

Dale and Rob discuss…

  • The four big ideas of wealth management: money to live on, money to give, money that’s owed, and money to grow
  • The importance of having a plan in place for unexpected financial turbulence
  • The impact finances have on relationships, and the importance of being financially transparent with our loved ones
  • The benefits of a financial planning approach that prioritizes values-matching
  • Synergies between mortgage and personal finance professionals in serving consumers
  • Opportunities for growing your portfolio of referral sources amongst personal finance professionals
  • Developing healthy life rhythms to balance personal and professional goals
  • Rob’s closest mentors and the impact Kingdom Advisors founder Ron Blue, has had on his life and career

Soundbites

“In my experience, every financial planner, and this was certainly true for me, needs a trusted mortgage professional that they have confidence in because this is let's be honest, the largest transaction their clients will ever have, and they don't want to hand them off to anybody. And so having that relationship is key.” — Rob West

“focus on only what you can do and where you can add the most value to your business and still be able to win at work and succeed at life. A lot of people will do one and forsake the other. I believe you can do both.” — Rob West

“It can have a tendency to become the end. Right? Money is the aim. It's no longer the tool to accomplish what I believe I'm supposed to accomplish. And when it becomes the end in and of itself, which is not its proper role, it has a grip on our lives that can be really unhealthy. And generosity, the act of holding it loosely, and giving generously to participate in the lives of helping others just brings not only incredible joy but also it loosens the grip of money over your life so you can live with freedom and contentment and joy.” — Rob West

Connect with Rob West

Connect with Rob LinkedIn

Listen to MoneyWise

Download the MoneyWise App

Join a Kingdom Advisors Study Group

Connect with Dale Vermillion

https://linktr.ee/dalevermillion

Find this conversation valuable?

Consider leaving a 5-star review on Apple Podcasts. Every review helps us reach more professionals like you.

  continue reading

26 ตอน

Artwork
iconแบ่งปัน
 
Manage episode 345178176 series 3356017
เนื้อหาจัดทำโดย Dale Vermillion เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Dale Vermillion หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal

Host of the nationally-syndicated show, MoneyWise and cofounder of the MoneyWise App, Rob West has helped millions take control of their personal finances and invest in a better, sounder future for themselves and their loved ones.

Having personally grown a team of wealth advisors to prominence, Rob West was invited to swerve as the President of Kingdom Advisors in 2003, a growing community of like-minded financial planning professionals committed to helping their clients not only become financially independent, but manage their growing wealth in alignment with their deepest-held values.

Well spoken, thoughtful, and generous as they come, it’s no surprise that Rob West has played a significant role in inspiring a new generation of entrepreneurs, investors, and everyday professionals committed to serving their families, communities, and the larger world.

In This Episode

Dale and Rob discuss…

  • The four big ideas of wealth management: money to live on, money to give, money that’s owed, and money to grow
  • The importance of having a plan in place for unexpected financial turbulence
  • The impact finances have on relationships, and the importance of being financially transparent with our loved ones
  • The benefits of a financial planning approach that prioritizes values-matching
  • Synergies between mortgage and personal finance professionals in serving consumers
  • Opportunities for growing your portfolio of referral sources amongst personal finance professionals
  • Developing healthy life rhythms to balance personal and professional goals
  • Rob’s closest mentors and the impact Kingdom Advisors founder Ron Blue, has had on his life and career

Soundbites

“In my experience, every financial planner, and this was certainly true for me, needs a trusted mortgage professional that they have confidence in because this is let's be honest, the largest transaction their clients will ever have, and they don't want to hand them off to anybody. And so having that relationship is key.” — Rob West

“focus on only what you can do and where you can add the most value to your business and still be able to win at work and succeed at life. A lot of people will do one and forsake the other. I believe you can do both.” — Rob West

“It can have a tendency to become the end. Right? Money is the aim. It's no longer the tool to accomplish what I believe I'm supposed to accomplish. And when it becomes the end in and of itself, which is not its proper role, it has a grip on our lives that can be really unhealthy. And generosity, the act of holding it loosely, and giving generously to participate in the lives of helping others just brings not only incredible joy but also it loosens the grip of money over your life so you can live with freedom and contentment and joy.” — Rob West

Connect with Rob West

Connect with Rob LinkedIn

Listen to MoneyWise

Download the MoneyWise App

Join a Kingdom Advisors Study Group

Connect with Dale Vermillion

https://linktr.ee/dalevermillion

Find this conversation valuable?

Consider leaving a 5-star review on Apple Podcasts. Every review helps us reach more professionals like you.

  continue reading

26 ตอน

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