Leading with Value (Featuring John Thompson)

The Purpose Focused Advisor

Getting to know someone on a deeper level gives a better understanding of how to help them in the most challenging times. When coaches lead with value, they become more compassionate towards the needs of others and the people around them. In this episode of the Truest Fan podcast, I share an inspiring chat with my friend and client John Thompson about the importance of leading with value.

John is a Private Wealth Advisor and owner of Congruent Wealth. For over 20 years, John has been an advisor to high-net-worth individuals and families for over 20 years, working with entrepreneurs and families on estate planning & asset protection, selling a business, investing liquidity, tax efficiency strategies, retirement income solutions and other objectives.

Coaches and advisors are not always measured by their credentials, they are evaluated by the kind of human being that they are. If you truly want to make an impact, it’s important to understand that living and leading with integrity and value is critical.

However, in today’s world, it’s a challenge to look for someone who’s willing to understand what people value most, who’s willing to listen, and someone who really cares about being part of the solution to problems.

When people recognize that someone genuinely cares about them, it becomes easier to guide them toward the right path. Taking the time to ask questions and dig deeper encourages a nurturing relationship filled with value and support even through the most trying and difficult moments in life.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

Show Highlights:

[02:23] John's favorite football team
[02:48] Takeaways from being a Florida Gators fan through and through
[06:17] Why it's important to have supportive relationships in life
[09:15] The impact of leading with integrity and value
[16:35] The advantages of identifying the right clients for you and the business
[19:13] Three key relationships you need to have
[21:33] What it really means to be successful and happy
[27:45] What is an ideal client for John and how he helps them
[32:38] John's advice for people going through tough times

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Connect with John Thompson:
Website -congruentwealth.com
LinkedIn - John Thompson
Email - [e-mail]

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