E81: Paul Mass: Embracing the Entrepreneurial Mindset of a Financial Advisor

Dr. Jean, The Results Queen® and her special guest, Paul Mass, discuss his unique entrepreneurial journey and approach to business. Paul shares how a chance encounter led him to the financial industry, despite initially wanting to be an accountant. Paul shared how an entrepreneurial mindset and a drive to control his own destiny motivated him to build a successful practice over the past 28 years. Dr. Jean and Paul discuss the importance of having a business mindset, and they emphasized the importance of honesty, transparency, and creating a safe environment for employees. They also discussed the challenges of maintaining work-life balance, with Paul reflecting on past challenges with work/life balance. Dr. Jean and Paul share the keys to entrepreneurial success while prioritizing personal relationships and financial planning.

Find Paul here:

Website: https://www.clearviewfsllc.com/

Linked In: https://www.linkedin.com/in/paul-mass-a448159/

Contact Dr. Jean here:

 

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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
4 Pillars of Growth
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

Dr. Jean

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