In this episode, Financial Coach and Tax Strategist Mike Hilmes shares his journey from a values-driven upbringing in a Catholic home to becoming a successful entrepreneur in the financial services industry. He discusses the importance of recognizing hypocrisy in values, the challenges of starting his own business, and the evolution of his services to provide a holistic approach to financial planning. Mike emphasizes the significance of client relationships, the impact of his family legacy, and the role of faith in guiding his business decisions. He critiques the industry for its reactive nature and highlights the need for proactive financial planning. Ultimately, Mike's drive to help others stems from his desire to create lasting change and empower clients to achieve their financial goals.
Chapters
00:00 Foundations of Values and Early Influences
03:24 Navigating College and Career Aspirations
05:27 The Journey to Entrepreneurship
07:11 Overcoming Doubts and Embracing Vision
08:27 Realizations About the CPA Role
09:51 The Progression of Vision Over Time
10:46 Growing Tension between Vision & Innovation and Fear & Security
13:59 The Start of Kingdom Financial
16:21 Kingdom Financial also addressing personal finances
19:01 The Drive to Help Others
22:07 Finding Purpose in Adversity
23:34 Seeing the opportunity God presents in struggles
25:13 Mike's Zone of Genius
26:04 Massive Business Growth leads to a Major Business Pivot
27:54 The Evolution of Kingdom Financial
28:51 Success Leads to Virtual CFO Line of Business
30:13 Holistic Financial Strategies for Clients
31:38 The Elephant Analogy: Understanding Financial Complexity
33:25 Proactive Financial Management: Windshield vs Rear-View
37:04 Identifying Client Pain Points
38:49 Differentiating in the Accounting Industry
39:37 Unicorn in Breadth to Serve Clients at a Higher Level
40:12 Green & Growing or Ripe & Rotten
44:07 Be a Blessing
46:45 The Drive to Serve and Help Others
52:28 Engaging with Entrepreneurial Clients
55:13 Closing
Links to Mike Hilmes' firm Kingdom Financial Strategy
https://www.kingdomfinancialstrategy....
/ kingdom-financial-llc
Special Thanks
Shout out to Anita Toth of Hidden Revenue Hunters (https://hiddenrev.com/) for the introduction to this episode's guest Mike Hilmes.
https://workandworldview.com