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Unlocking Wealth Legacies with William Larsen - Episode 300

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Manage episode 417313681 series 3051443
Content provided by Kim Butler and Tammi Brannan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kim Butler and Tammi Brannan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

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.

  continue reading

305 episodes

Artwork
iconShare
 
Manage episode 417313681 series 3051443
Content provided by Kim Butler and Tammi Brannan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kim Butler and Tammi Brannan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

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.

  continue reading

305 episodes

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