041: Leveraging Your Experience as a Business Owner to Help Business-minded Clients - a podcast by Snap Projections
from 2019-09-04T05:00
What’s the best way to offer financial advice to business-minded clients? For starters, it helps to be clear on what it means to be a business owner yourself. Today’s guest has taken serious steps to develop himself as an entrepreneur, which helps him work with his own clients, most of whom are business owners.
Dustin Serviss of Serviss Wealth Management has been featured as the number 1 Top 40 Under 40 leader in 2014 by the Kelowna Chamber of Commerce. In 2017, Serviss Wealth Management was awarded the Top 10 Wealth Builder Award by its previous investment dealer (consisting of over 800 advisors). Serviss Wealth Management was also voted one of the Top 3 Micro Businesses in Kelowna by the Kelowna Chamber of Commerce in 2018.
Listen in to hear how Dustin helps business owners manage their wealth – and their businesses.
What You’ll Learn in This Episode:
- How Dustin went from day trading as an engineer to running a successful practice (4:10)
- Dustin’s unique approach to leadership (11:25)
- Three lessons learned from working with a business consultant (20:20)
- How Dustin leverages what he learns from his clients to offer even more value through consulting (28:15)
- Why ongoing learning is critical to business success (33:35)
- Overcoming the grind of the first few years in business (36:35)
Links and Resources:
Quotes by Dustin Serviss:
“Now when we are going and talking to clients, we are talking on a level that is business-minded first, financial planning second.”
“When you’re exposed to bigger stuff you realize that other people think differently than you do.”
“As entrepreneurs, we have a lot of good ideas and we have even more great ideas… And before you know it, you’ve got so many things to do, so many processes, so many touchpoints, so many this, so many that.”
Serving business owners and lawyers, Serviss Wealth Management is a powerhouse of an independent financial planning firm. Acting as the quarterback (as he puts it) for his clients’ financial affairs, and taking his own entrepreneurship very seriously, Dustin has a lot to share about the business side of financial planning.
Below, we’re sharing three key ideas from this episode:
- Three lessons learned from working with a business consultant
- Dustin’s unique approach to leadership
- Why ongoing learning is critical to business success