• Unlocking Wealth Legacies with William Larsen - Episode 300

  • 2024/05/09
  • 再生時間: 19 分
  • ポッドキャスト

Unlocking Wealth Legacies with William Larsen - Episode 300

  • サマリー

  • On the "Advisor Advantage Podcast," host Michael Shaw sits down with advisor William Larsen - an insurance broker with a passion for impact. William shares his journey from career-changing dad to financial guide, turning personal challenges into a mission to assist others. William's hands-on, empathetic approach embodies the podcast's spirit, offering listeners deep insight into creating value and legacies for clients and their families. Tune in to be inspired by William's dedication to making a difference.

    To learn more about the Prosperity Economics Movement
    http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode

    • Links and Resources from this Episode
    • Get in touch with Janet at janet@pem.email or 936-247-2732
    • https://prosperityeconomicsadvisors.com/summit-4-advisors/
    • Partner Link: https://gravystack.com/advisor
    • Book Link: https://a.co/d/cU33ny1
    • https://prosperityeconomicsadvisors.com/
    • https://www.facebook.com/groups/honoraryprosperityeconomicsadvisors/?ref=share_group_link
    • "Think and Grow Rich" by Napoleon Hill - https://www.amazon.com/dp/1585424331/
    • Strategic Coach program by Dan Sullivan - https://www.strategiccoach.com/


    Show Notes

    • Personal narrative shapes career choice.
    • Prioritization approach for clients: Availability.
    • Pursuing perpetual mastery through teaching.
    • Overcoming rejection in the advisory business.
    • Encouraging expansive thinking in business.
    • Importance of designing your life and business goals.
    • Instilling financial education in the next generation.
    • Origin of interest in business and entrepreneurship.
    • The impact of family values on business philosophy.
    • Developing deep connections with clients.

    Review, Subscribe and Share
    If you like what you hear please leave a review by clicking here

    Make sure you’re subscribed to the podcast so you get the latest episodes.

    • iTunes
    • Spotify
    • RSS
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あらすじ・解説

On the "Advisor Advantage Podcast," host Michael Shaw sits down with advisor William Larsen - an insurance broker with a passion for impact. William shares his journey from career-changing dad to financial guide, turning personal challenges into a mission to assist others. William's hands-on, empathetic approach embodies the podcast's spirit, offering listeners deep insight into creating value and legacies for clients and their families. Tune in to be inspired by William's dedication to making a difference.

To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode

  • Links and Resources from this Episode
  • Get in touch with Janet at janet@pem.email or 936-247-2732
  • https://prosperityeconomicsadvisors.com/summit-4-advisors/
  • Partner Link: https://gravystack.com/advisor
  • Book Link: https://a.co/d/cU33ny1
  • https://prosperityeconomicsadvisors.com/
  • https://www.facebook.com/groups/honoraryprosperityeconomicsadvisors/?ref=share_group_link
  • "Think and Grow Rich" by Napoleon Hill - https://www.amazon.com/dp/1585424331/
  • Strategic Coach program by Dan Sullivan - https://www.strategiccoach.com/


Show Notes

  • Personal narrative shapes career choice.
  • Prioritization approach for clients: Availability.
  • Pursuing perpetual mastery through teaching.
  • Overcoming rejection in the advisory business.
  • Encouraging expansive thinking in business.
  • Importance of designing your life and business goals.
  • Instilling financial education in the next generation.
  • Origin of interest in business and entrepreneurship.
  • The impact of family values on business philosophy.
  • Developing deep connections with clients.

Review, Subscribe and Share
If you like what you hear please leave a review by clicking here

Make sure you’re subscribed to the podcast so you get the latest episodes.

  • iTunes
  • Spotify
  • RSS

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