Building A Budgeting Sheet Master Your Money And Mindset podcast

9M ago 35:47

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Master Your Money. Barnum Financial Group presents a client-facing podcast that answers all your questions about personal finance and the industry. From trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way.

Episode Topic: Building a Budgeting Sheet

Guest: Ian Querze | Director of Advisor Marketing | Barnum Financial Group

Bio: I’ve always been a believer that you can achieve anything if you have the right mindset. There are those people who want a simple job where they show up, do their work, check their boxes, and go home with a paycheck, without any thought about what’s next. I am not that kind of person. I do not consider what I do a job, I consider it a career and a journey. I always have my eye on the future and I am consistently forging a path to get me to my goals.

I’ve found growth in my career by pushing the boundaries around me. Even when my position seemed to be a dead end, I worked to forge a new path where one did not exist and have been successful. I’m always looking to learn and grow in my position so that I can perform at a higher level, lead at a higher level, and generate the desired results.

In all aspects of my life, I’ve always found my way into some sort of leadership role, whether I intended to or not. Some may call me a natural born leader but it’s really the combination of work ethic, confidence, and the right mindset that make being a leader happen organically. From youth sports, boy scouts, school, and college athletics to my current professional career, this has reigned true. Leadership has become a passion that I look to continuously grow and improve in.

Marketing and creative design defined my career for the first 7 years before stepping into a formal leadership position at my firm. Today, I get to use the marketing and creative knowledge and skillsets acquired over the past decade to help lead a team of high-performing marketing professionals at large financial firm.

CRN202609-5145326

33 episodes