Align Your Career With Your Goals
Work Your Wealth Podcast
English - September 21, 2020 07:30 - 23 minutes - 22 MB - ★★★★★ - 69 ratingsEntrepreneurship Business Investing entrepreneur business leadership marketing finance entrepreneurship health interview success selfhelp Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Time for a Summer Break
Next Episode: Self-Care & The Pursuit of Peace (of Mind) with Joy Lere
One of the fun parts of being a financial planner is getting to discuss some of the money moves we’ve made in our household knowing clients and readers are going through similar things. In these Work Your Wealth episodes I'll be taking time to address how we approached the different money situations and the results of our decisions. Today I'm talking about what has happened since the merger with Abacus Wealth Partners, what Workable Wealth looks like now, how we’ve been getting through the pandemic and changes I’ve made to align my career with my values.
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
An update on where things are for Workable Wealth Why it’s okay to pivot, even during a pandemic Career details about my merger into Abacus Wealth Partners and how things are going What prompted me to pivot and merge with Abacus Wealth Partners What I recognized about my business and career to expand the value I was providing Things we built after the transition What Workable Wealth has turned into after the merger What it looks like to make broader changes in the financial industry The decision that was made to align my career with my values How I felt I could make a bigger impact with clients and in the industry
LINKS WE MENTIONED ON THE SHOW:
Episode 88: Business Transitions as an Entrepreneur: How We Decided to Merge Workable WealthLET’S CONNECT!
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