SHOW NOTES

financial advisor, athlete transition, mindset, financial literacy, diversity in finance, financial planning, sports education, career change, high performance, wealth management

Summary

In this episode of the High Performance Financial Advisor podcast, Tony Bates interviews Caroline Piehl , a certified financial planner and former NCAA champion swimmer. Caroline shares her unique journey from elite athletics to financial advising, emphasising the transferable skills and mindsets that high performers possess. She discusses the importance of consistency, risk-taking, and embracing challenges in both sports and business. Caroline also highlights her mission to educate young athletes about financial literacy and the need for greater diversity in the financial services industry. The conversation concludes with Caroline's vision for her firm, Win Your Wealth, and her commitment to providing meaningful financial education and support to athletes.

Takeaways

Caroline Peel transitioned from being a four-time NCAA champion swimmer to a financial advisor.

The skills learned as an athlete are directly applicable to business success.

Embracing challenges and hard work is crucial for high performers.

Consistency in habits leads to long-term success in finance and sports.

Financial advisors must focus on process and structure for growth.

Education is vital for young athletes to manage their finances effectively.

Diversity in the financial services industry is essential for its future.

Caroline emphasises the importance of mentorship and leadership in career transitions.

Simplifying complex financial concepts can enhance client understanding.

Caroline's mission is to merge sports and finance to educate athletes.

Sound bites

"Embrace the suck."

"Consistency is key to success."

"Take risks, be uncomfortable."

Chapters

00:00 From Athlete to Financial Advisor

12:17 Mindset and Habits of High Performers

21:28 Navigating Career Transitions

22:58 The Nike Experience

25:12 Bridging Sports and Finance

30:04 Empowering Athletes with Financial Literacy

34:08 The Need for Financial Education in Sports

37:19 Diversity and Inclusion in Financial Advisory

41:35 Vision for the Future: Impact Over Growth

48:23 Cultivating Grit in Financial Advisors

Be sure to subscribe to the High Performance Financial Advisor podcast on your favourite podcast platform, so you never miss an episode.

LEARN MORE

Radium Search - https://radiumsearch.com/

TimeWise Financial -timewisefinancialllc.com

CONNECT

Tony Bates on LinkedIn - https://www.linkedin.com/in/tonybates/

Caroline Piehl on LinkedIn -linkedin.com/in/carolinepiehl

LISTEN

Spotify - https://open.spotify.com/show/0xmUJfkTaCbnXLr1nxBsWG?si=2b3060f5bc03472d

Apple Podcasts - https://podcasts.apple.com/us/podcast/high-performance-financial-advisor/id1822236674

YouTube -