5 Business Lessons in 5 Years

5 Business Lessons I’ve Learned in 5 Years


One of the fun parts of being a financial planner is getting to
field and answer questions from clients and readers all around
the country. In these Work Your Wealth episodes I'll be taking
time to address and answer questions I've come across from
readers and clients throughout my career. Today I'm talking about
the 5 business lessons I've learned and sharing some details (and
numbers) behind our company.
Get Uncomfortable Fast Connect with People Outside of Your
Industry Delegate and Learn to Let Go Find Your Three Pillars Find
Your Blue Ocean

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:


Workable Wealth is celebrating a birthday!

Where Workable Wealth started and what it has grown into

Tools WW leverages to help clients along the way

Why WW believes in being accountability partners for its
clients

Why you should be comfortable with being uncomfortable

How leveraging social media helped Mary Beth get
uncomfortable

The importance of connecting with people outside of your
industry

A crucial step to being successful in scaling and growing

The structure of and who is on the Workable Wealth team

Have you found your “three pillars”

The role mentorship has played in the growth of Workable
Wealth

Why a mentor who challenges you is a perfect mentor

Workable Wealth wouldn’t be where it was today without
masterminds

How Mary Beth’s “business bestie” helped her find time for
her

Why your blue ocean doesn’t have to look like everyone else’s

A new product WW is looking to roll out in the coming months

In a few weeks WW will be putting a call out…

Where Workable Wealth is headed



LINKS WE MENTIONED ON THE SHOW:


Workable Wealth 3 Year Birthday Post

What You Should Look for in a Financial Planner

Managing Your Social Media

When to Lead and When to Let Go

Blue Ocean Strategy book

30 min consultation