• Mastering Your Money Mindset: How to Think Like A Top Producing Financial Advisor

  • Written by: Michael Fox
  • Podcast
Mastering Your Money Mindset: How to Think Like A Top Producing Financial Advisor cover art

Mastering Your Money Mindset: How to Think Like A Top Producing Financial Advisor

Written by: Michael Fox
  • Summary

  • Welcome to Mastering Your Money Mindset: How to Think Like a Top Producing Financial Advisor.

    Weekly Interviews with Top Performers in the industry.


    Have you ever wondered what separates successful Financial Advisors, Insurance RVPs and agents from the rest? What sets them apart isn't just hard work or skills, it's their mindset.

    © 2024 Mastering Your Money Mindset: How to Think Like A Top Producing Financial Advisor
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Episodes
  • From Pre-Med to Financial Maestro: Nick's Dramatic Career Leap into Sales Success
    May 9 2024

    When a would-be doctor trades his stethoscope for a financial ledger, you know there's a story worth hearing. Nick Sakaleros, regional vice president at Midland National, joins us to recount his dramatic career pivot that led him to the world of financial services—a move all spurred by a mentor's pivotal advice. His tale is a masterclass in adaptability, showcasing the transformation from a pre-med student to a financial maestro, all while embracing the art of communication to thrive in the interpersonal dynamics of sales and finance.

    Have you ever faced a career-defining moment and wondered how to not only survive but excel? This episode is brimming with such stories, as I share my own relentless pursuit of excellence within the fiercely competitive financial industry. You'll hear about the trials of setting audacious sales goals, the resilience needed to bounce back from rejection, and the delicate dance of building professional relationships that last. This is an unvarnished look at the strategies and personal grit it takes to rise through the ranks—and the satisfaction that follows.

    Wrapping up, we don't just leave you with stories—we arm you with the tools for your own journey. Discover the secrets behind assembling a 'unicorn' team that drives success in sales, and why aligning individual strengths with roles is critical. Learn from our insights on the power of mindset and the books that have shaped our professional philosophies. If you're looking to redefine your career or seeking the inspiration to overcome obstacles, join us as we explore these transformative themes through the eyes of someone who's walked the path and emerged victorious.

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    49 mins
  • From Maître D' to Medicare Mogul: James Blumetti's Journey to Entrepreneurial Success
    Mar 26 2024

    James Blumetti's rags-to-riches story will ignite your entrepreneurial spirit as he takes us through his ascent from restaurant maître d' to Medicare mogul. When a blind date turned into a career pivot, James discovered the grit required to sell life insurance one knock at a time. This episode unpacks his relentless pursuit of success, the resilience it takes to face rejection, and the personal conviction that drove him to choose the unpredictable world of commission-based sales over the familiarity of the food service industry.

    Building a business is no small feat, but James gives us a masterclass on the essentials, from nurturing self-discipline to the art of hiring a team with a servant's heart. Our conversation with him reveals how intuition can guide you in assembling a team that's dedicated not to the paycheck but to the people they serve. James' approach to creating genuine value for clients and his strategic embrace of mistakes as learning opportunities provide a roadmap for anyone looking to leave a mark in their industry.

    We round off this inspiring episode with the reminder that relationships lie at the heart of a booming business. Dive into stories of kindness, like James teaching a veteran to do laundry, which illustrates the profound impact of going beyond expectations. He credits his father-in-law's wisdom on 'showing up' mentally and the importance of work-life harmony in cultivating both personal contentment and professional triumph. Wrap up with us as we celebrate the shared wisdom, gratitude, and growth that this conversation brings to light, leaving you with insights that might just be the catalyst for your next big leap.

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    29 mins
  • A Financial Advisor's Perspective on Health and Professional Balance
    Mar 13 2024

    When faced with a cancer diagnosis, Nelson took a road less traveled, bravely side-stepping conventional treatments in search of healing's true source. His narrative weaves through the possibilities of what might happen if we dared to question the status quo. In our latest episode, he opens up about his transformation after being diagnosed with cancer, further fueling his quest for a holistic approach to health. Nelson's experiences with active surveillance and lifestyle adjustments offer an alternative perspective on managing life-threatening illnesses and challenge the widespread approach to medical care.

    Our conversation dances around the theme of longevity, the power of dietary choices, and the art of clean living. This discussion delves into the shortcomings of a healthcare system that's heavily reliant on pharmaceutical solutions and calls for an urgent revision toward prevention. Listeners, prepare to be enlightened as Nelson critiques the lack of nutritional education in the medical field and proposes a more enlightened path to long-term wellness.

    Wrapping up the episode, we venture into the realm of alternative health paths and the significance of informed decision-making for a life of quality and vitality. Nelson reveals the challenges posed by the modern food industry and the importance of understanding what truly nourishes our bodies. For our peers in the financial advisory world, Nelson extends an invitation to consider how personal health influences professional efficacy, offering his insights on balancing wellness with client service. Tune in for an episode that's not only about surviving but thriving in every aspect of life.

    Nelson's website - https://cancerisnotmyenemy.weebly.com/

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    38 mins

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