The Salty Advisor Podcast

By: Jim Munchbach
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  • Summary

  • Welcome to The Salty Advisor Podcast where we share invaluable lessons and transformative experiences shared by our community of Financial Planning Professionals. In this season of The Salty Advisor Podcast, we pay tribute to the life-changing principles imparted by our mentor and Executive Life Coach, Doug Carter. For almost 20 years, I have been a part of the Doug Carter Summit along with a beautiful community of Financial Planning Professionals. We’ve all had the privilege of one-on-one executive coaching sessions with Doug throughout our careers. Executive Life Coaching is the focus of this season and I hope you’ll join us as we Video Live Stream each episode of The Salty Advisor Podcast: 📽YouTube @JimMunchbach, and - Facebook: http://www.facebook.com/JMunchbach - Twitter: http://twitter.com/JimMunchbach - Instagram: https://www.instagram.com/jimmunchbach - LinkedIn: http://www.linkedin.com/in/JimMunchbach - YouTube: https://www.youtube.com/@JimMunchbach This season will focus on Executive Life Coaching for Women of Wealth, Business Leaders, and Financial Planning Professionals. Here is a quick list of some reasons to engage in Executive Life Coaching: 🔷 Clarity of Vision and Purpose: Enhance your understanding of both professional and personal objectives, empowering you to lead with purpose and clarity. 🔷 Alignment of Business Strategies with Personal Values: Learn from our experiences on integrating business strategies with personal values for a fulfilling professional life. 🔷 Reinforced Leadership Confidence: Hear firsthand how bolstered confidence in decision-making can align with long-term visions and goals. 🔷 Enhanced Strategic Communication Skills: Discover the importance of communicating strategic visions and business values effectively to various stakeholders. 🔷 Mastery of Purpose-Driven Storytelling: Explore the art of narrative creation that motivates teams and aligns with business purposes. 🔷 Strategic Business Growth and Personal Development: Witness strategies that expand businesses while fostering personal growth and aligning with life’s purpose. 🔷 Balanced Professional and Personal Life: Understand how to achieve a satisfying balance between professional responsibilities and personal life. 🔷 Authentic Executive Presence: Learn to cultivate an executive presence that reflects true personal values and professional ambitions. 🔷 Purpose-Driven Business Planning: See how strategic planning can aim for financial success and create a lasting impact aligned with personal values. 🔷 Renewed Sense of Fulfillment and Legacy: Experience the renewed purpose and fulfillment that comes from leading a business that truly reflects your vision, values, and purpose. The Salty Advisor playlist will include a collection of powerful stories featuring Women of Wealth, Business Leaders, and Financial Planning Professionals who have experienced personal transformation as a result of Executive Life Coaching authentic community. Join our community to discover how these lessons can inspire and guide your own professional journey as we Pay it Forward.
    © The Salty Advisor Podcast 2024 | All Rights Reserved | Jim Munchbach
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Career Success Economics Personal Finance Personal Success
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Episodes
  • Succession Planning for Business Owners, Financial Advisors and Investors

    Succession Planning for Business Owners, Financial Advisors and Investors
    May 29 2024
    Succession Planning for Business Owners, Financial Advisors - and INVESTORSSuccession Planning: 7 Critical StepsSuccession planning is a critical process that impacts both investors and their investment advisors. Understanding this process ensures that clients' financial interests are protected and that advisors can smoothly transition their businesses when necessary. Here’s a guide to help you and your investment advisor navigate this important journey together.Watch it on YouTube!
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    27 mins
  • Purpose-Centered Financial Planning for Women of Wealth, Business Leaders, and Financial Planning Professionals

    Purpose-Centered Financial Planning for Women of Wealth, Business Leaders, and Financial Planning Professionals
    May 17 2024
    Purpose-Centered Financial Planning

    For Women of Wealth, Business Leaders, and Financial Planning Professionals

    Purpose-Centered Financial Planning: Aligning Your Financial Goals with Your Values

    In today's complex financial landscape, many individuals and business owners struggle to find financial advice that truly aligns with their values and long-term goals. Purpose-Centered Financial Planning aims to bridge this gap by focusing on What Matters Most to clients, offering a holistic approach that integrates their personal and professional aspirations.

    Watch on YouTube
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    36 mins
  • Max Dixon Inspired Library for Doug Carter, The Brazos River, and Mother's Day

    Max Dixon Inspired Library for Doug Carter, The Brazos River, and Mother's Day
    May 10 2024
    Max Dixon Inspired Library for Doug Carter, The Brazos River, and Mother's DayThe Salty Advisor Podcast May 10, 2024

    Season 3

    Episode 1
    •Introducing The Doug Carter Library
    •The Brazos River Update
    •Happy Mother’s Day
    •What’s Next

    Executive Life Coaching for Women of Wealth, Business Leaders, and Financial Planning Professionals

    Episode Page

    Watch on YouTube - Click Here

    In this season of The Salty Advisor Podcast, we pay tribute to the life-changing principles imparted by our mentor and Executive Life Coach, Doug Carter. For almost 20 years, I have been a part of the Doug Carter Summit along with a beautiful community of Financial Planning Professionals. We’ve all had the privilege of one-on-one executive coaching sessions with Doug throughout our careers.
    Show More Show Less
    19 mins

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