E73: David Flores Wilson: A Financial Advisor’s Journey as a Business Owner

Dr. Jean, The Results Queen® and her special guest,David Flores Wilson, a financial advisor and business owner. David shares his early entrepreneurial experiences, such as trading comics and investing his mother’s account in college, which sparked his interest in finance. They discussed the importance of finding a financial advisor who understands the unique challenges of business owners, from personal experience. David’s holistic approach to financial planning, where he acts as a quarterback for his clients, connecting them with various experts to address their personal and business needs. They discuss the value of financial literacy and highlight David’s efforts to share insights and trends through his blog, to help educate the community.

Find David here:

Website: https://sincerusadv.com/

LinkedIn: https://www.linkedin.com/in/david-flores-wilson-cfp%C2%AE-cfa-02b5a/

Contact Dr. Jean here:

Website: www.gettingresultswithdrjean.com

Email: jean@cavemanbrain.com

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Mindset:

Being able to navigate the mental obstacles that occur in business growth is what differentiates those who are successful.

Right Thoughts
Right Attitude

Expansion:

What gets measured gets done. Having a few simple metrics will propel your business growth.

Right Metrics
Right Acceleration

Alignment:

By knowing your ideal target client like a science project and speaking to them with the right messaging, you will attract your ideal client faster and easier.

Right Client
Right Messaging

Accountability:

Creating a customized process that builds confidence is the only way to drive business growth.

Right Actions
Right Time

It’s not magic. It’s a system we have tested and optimized. It can work for you.

Below are the resources I mentioned on the podcast. Please use them as our gift to you. If we can be of any service to you, don’t hesitate to contact us.

Dr. Jean Oursler, The Results Queen®, Ph.D.
Our Mission is to Leave You Better than When We Found You TM
The Caveman Brain Business Growth System

E73: David Flores Wilson: A Financial Advisor’s Journey as a Business Owner

Mindset:

Expansion:

Alignment:

Accountability:

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