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6.25.2023 | Investing Your Values
Manage episode 367100869 series 2982853
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Today, we’re pleased to have a special guest and long-standing friend on the show — Doug Lennick — to discuss the connection between achieving purposeful goals in your life, and how they need to be tied to values.
Introducing Doug
- Doug CFP, CFA, is the founding CEO of think2perform, a high-performance leadership development firm serving small and large organizations in a variety of industries, and a Behavioral Financial Advisor (BFA)
- He has held leadership roles for nearly 40 years and is widely recognized as an expert in the art and science of human behavior
- He is also a CERTIFIED FINANCIAL PLANNER (CFP) and was for many years an Executive Vice President at American Express Financial Advisors (now Ameriprise Financial)
Achieving purposeful goals
Step 1: Have a goal
Step 2: Have a plan
step 3: Implement the plan
Step 4: Control direction
Step 5: Throw off discouragement
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