Multiplier Mindset® with Dan Sullivan
Business:Entrepreneurship
Years ago, Susan Latremoille thought to combine the benefits of working for a large organization with the freedom of doing her own thing. Now, she runs a wealth management advising company with her partner. In this episode, Susan shares how she became an entrepreneur, how she realized she was an entrepreneur, and what’s helped her find both business success and balance in her life.
Here's some of what you'll learn in this episode:
Show Notes:
Retirement works better if you have a plan.
A lot of things that are happening in the world of technology are automating the role of a financial advisor.
Being a financial advisor is extremely entrepreneurial because you don’t get handed clients.
Very few clients want to know the ins and outs of how markets work.
Instead of competing, you can turn your competitors into your clients.
The role of a good financial advisor is to understand the clients’ needs and bring them information in a way that’s meaningful and helpful to them.
Financial advisors aren’t typically trained in the softer, more human elements of their roles.
You have to understand the life of the client before you can do a meaningful financial plan for them.
Financial products more or less sell themselves because they are driven by the financial plan.
Resources:
The RichLife: Managing Wealth and Purpose by Susan Latremoille
9 Steps to a RichLife Retirement by Susan Latremoille
Deep D.O.S. Innovation by Dan Sullivan
Unique Ability®
Who Not How by Dan Sullivan and Dr. Benjamin Hardy
An Entrepreneurial Life On Your Own Terms, With Ken Robinson
From Bankruptcy To Business Triumph, With Max Emma
Rewind: Business Growth Means Finding The Right People, with Leslie Fall
Finding A Cure For The Isolation Of Being An Entrepreneur, With Chase Dansie
You Don't Need Permission To Be An Entrepreneur, with Peter Denbigh
From Trauma To Triumph: One Entrepreneur’s Unbelievable Journey, With Darcy Luoma
A Simple Roadmap To Be Your Authentic Self As An Entrepreneur, with Ben Laws
Taking The Leap From Fired To Founder, with Matt Goodwin
Clever Business Lessons From Your Community Of Entrepreneurs, with José Barrios
The Changing Tides Of A Growth Mindset And A Global Transformation, with Stuart Green
Dream Big, Start Small To Achieve Unlimited Business Growth, with Andreas Wilhelmsson
The AI-Powered Playbook Of A Lifelong Entrepreneur, with Joe Stolte
Put Your Personal Values Into Your Business Leadership, with Krista Clive-Smith
How To Stop Working 9 To 5 And Find Business Success, with Amanda Cassar
Learning What It Takes To Be A Successful Entrepreneur, with Peter Diamandis
Life Lessons And Leadership From Entrepreneur And Business Coach Mary Miller
Growing 10x: Business Coach Dan Sullivan's Advice For Successful Entrepreneurs
How A Growth Mindset Was The Key To Taking A Family Business Global, with Mike Wandler
From A Yellow Taxi To Global Business Success, with Sunny Kaila
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