『Chapters 4 & 5』のカバーアート

Chapters 4 & 5

Chapters 4 & 5

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概要

 Steve Manuel, a seasoned financial professional, industry leader, and author of The Game Changing Advisor, has built a reputation on trust, strategy, and a client-first approach. From his early days as a stockbroker in San Francisco to coaching top-tier financial planners at SAFECO and USAA, Steve brings valuable insights into what makes a game-changing financial advisor.
Chapter 4: Self Control and Habits
  • How do you personally combat the monotony of daily habits to maintain self-discipline and keep progressing toward your goals?
  • You talk about the power of breaking goals into manageable steps. Can you share an example of how someone can apply the Goldilocks principle to stay challenged but not overwhelmed?

Chapter 5: The Three Hats and Four Stages of Financial Advising
  • How do financial advisors learn to balance the "boss hat" and "teacher hat" effectively, especially when guiding clients through emotionally charged decisions like market downturns?
  • How does having a coach at different stages of a financial advisor's career help maintain motivation and guide personal and professional growth, especially when facing moments of uncertainty?

In this episode Steve discusses:
  • Gamify tasks, seek feedback, and adapt strategies to build strong habits and self-control
  • Break goals into manageable steps and maintain the right level of challenge to sustain progress
  • Rely on teamwork and support from others to achieve success, regardless of position or experience
  • Stay aligned with core values to avoid conflicts and make decisions that lead to long-term growth
  • Accept feedback and guidance to build resilience and stay motivated through difficult moments

Connect with Steve Manuel:Website: https://thegamechangingadvisor.com/Steve’s Book: https://www.amazon.com/dp/1964046483

Show notes by Podcastologist: Angelo Paul Tagama
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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