The Five Levels of Wealth: Achieving True Success
Financially Simple
by Justin Goodbread
1w ago
Throughout my career, I’ve experienced it all… well, almost. I’ve had some incredible highs and experienced tremendous lows. I’ve endured through lean times and celebrated moments of prosperity. I’d wager that if you looked back on your career, you could say the same thing. But the one thing I haven’t achieved yet is wealth. Don’t get me wrong, I have money and what most would identify as success. But I’m seeking more. I want all five levels of wealth! Join me as I dig into each of them. Oftentimes, poor folk measure wealth in terms of money. But as a business owner, I don’t want to settle for ..read more
Visit website
Mastering the Art of Delegation In Four Stages
Financially Simple
by Justin Goodbread
1M ago
Small business owners often grapple with today’s topic, maybe without recognizing it. You may grasp that delegation is a potent tool, but are you delegating in a manner that grants you freedom, empowers your team, and fosters your business’s growth? Are you bound by the belief that nobody can perform tasks as effectively as you? Is that belief leading you to control all aspects of your company? Join me as I look into mastering the art of delegation and illustrate how successful business owners use it to elevate their companies to unprecedented levels. Follow Along With The Podcast!  Mastering ..read more
Visit website
The Millionaire Mindset: Unlocking the Mystery of Wealth Creation
Financially Simple
by Justin Goodbread
1M ago
Have you ever wondered what sets wealthy individuals apart from the rest? Sure. They have a lot of money. But I submit to you that it’s about far more than that. So, what secrets do the wealthy hold that others don’t? In this entry, I peel back the layers and expose the secrets of the rich. If you can understand the millionaire mindset, you can apply it to your own life and achieve the success you desire! Follow Along With The Podcast!  Millionaire Mindset: The Wealthy Are Weird! Recently, I’ve been thinking a lot about what sets the wealthy—I’m talking the filthy, stinking rich—apart from ev ..read more
Visit website
Entrepreneurship vs Intrapreneurship: Are YOU In the Right Role?
Financially Simple
by Justin Goodbread
1M ago
Are business owners failures? I say this a little tongue-in-cheek, but many business owners may have failed to hit their mark. I believe this stems from failing to understand the dynamics of entrepreneurship vs intrapreneurship. You see, whether as independent entrepreneurs forging new paths or intrapreneurs driving change from within established companies, individuals across these spectrums have unique and valuable skill sets that can complement one another If you’re in the right seat. Join me as I seek to answer the question… Should YOU be a business owner? Follow Along With The Podcast!  T ..read more
Visit website
Managing Fear and Anxiety: A Business Owner’s Guide to Success
Financially Simple
by Justin Goodbread
1M ago
Fear and anxiety are two powerful emotions that we all experience at some point in our lives. These emotions can be our allies, warning us of danger or helping us prepare for challenges. However, they can also become adversarial, holding us back from pursuing our passions and desires. Join me, as I embark on a journey through the intricate workings of the human mind to understand how fear and anxiety are processed, how they manifest in our lives, and most importantly, how to overcome them. Follow Along With The Podcast!  The Justin Goodbread Show is a Financially Simple Production. Demystifyi ..read more
Visit website
Prioritizing Your Calendar For Your Three Big Rocks
Financially Simple
by Justin Goodbread
2M ago
I’ve often said that being a business owner is not for the faint of heart. You’ll undoubtedly encounter setback after setback, and you’ll definitely miss out on some of those special moments in life. As an entrepreneur, you pour all of your time and energy into the business so that you can watch it thrive. But have you done so at the expense of your own well-being? You see your health declining, relationships failing, and your overall well-being dwindling. As a business owner, maybe you’ve optimized your time in the office, but are you prioritizing what’s most important in your life? In this e ..read more
Visit website
Optimizing Your Marketing Department: KPIs for RIAs to Track
Financially Simple
by Justin Goodbread
3M ago
As Registered Investment Adviser (RIA) firm owners, we realize that marketing is essential to success and growth. Yet, it’s often perplexing to us. You see, optimizing your marketing isn’t just about having a marketing strategy; it’s about measuring its performance through Key Performance Indicators (KPIs) to ensure that your efforts are paying off. In this entry, I’m going to explore the significance of marketing for financial advisors and dig into the essential KPIs that can help you refine your strategies, boost your client base, and ultimately, make the eight-figure exit possible. Follow A ..read more
Visit website
Internal Marketing In Your RIA to Gain Client Stickability
Financially Simple
by Justin Goodbread
3M ago
The financial services industry is highly competitive. While winning new clients is a necessity, achieving “customer stickiness” is a paramount goal. This term refers to the tendency of clients to return for repeat business, reflecting their loyalty to your brand and the quality of service you provide. Multiple factors influence stickiness, including product quality, pricing, convenience, and most importantly, the customer experience. In this article, I am looking into the world of internal marketing and its potential to create client stickability by focusing on the customer experience. Let’s ..read more
Visit website
Niche Marketing: When Is the Right Time For RIA Owners to Explore?
Financially Simple
by Justin Goodbread
3M ago
As the owner of Registered Investment Adviser (RIA) practice, recognizing when and how to explore shifting to a niche market share can be a game changer for your firm. But how do you know it’s time to make this strategic shift? It’s not as simple as looking at numbers and data; it’s a feeling, a gut instinct. In this entry, I’m going to delve into the importance of this feeling, how to recognize it, and how strategically growing your client base through niche marketing can lead to the eight-figure exit. Follow Along With The Financially Simple Podcast!  This week on The Financially Simple Pod ..read more
Visit website
The Essential End-of-Year Checklist for RIA Owners
Financially Simple
by Justin Goodbread
4M ago
As we approach each new year, it’s important to take a moment to reflect and assess where your business is at. Doing so can help you solidify your goals for the coming year and provide some clarity as you work toward the eight-figure exit. As an RIA owner, an end-of-year checklist is essential. However, you may be surprised by some of the items I believe should be on that checklist. In this blog, I’m going to discuss the five items I believe you should include in your firm’s end-of-year checklist. Follow Along With The Financially Simple Podcast!  This week on The Financially Simple Podcast ..read more
Visit website

Follow Financially Simple on FeedSpot

Continue with Google
Continue with Apple
OR