Greenwing Wealth Management: Feeling Elfish Podcast

Episode 6: Mark Goldman

Mark shares his background, transition from accounting to business coaching, and the emotional process of selling his business. He discusses the challenges of managing people and hiring, emphasizing the importance of hiring for culture fit. Mark also highlights the need for a shift in the hiring process to prioritize cultural fit over skill level. The conversation covers the topics of hiring, business growth, children's books, and financial literacy. It delves into the challenges of hiring, the importance of hiring before the need arises, and the risk and reward of business growth. It also explores the creation of children's books focused on financial literacy and the impact of instilling financial habits in children. Takeaways * Transition from accounting to business coaching * Emotional process of selling a business * Importance of hiring for culture fit over skill level Hiring before the need arises is a strategic move for business growth. * Financial literacy for children is crucial for instilling good financial habits early on. Marks Book Here: https://a.co/d/01IbulJz [https://a.co/d/01IbulJz]

Special Episode: Audacity

Austin reflects on the journey of his wealth management company over the past five years, expressing gratitude for the support received and acknowledging the internal tension of what's next for the firm. He emphasizes the value of money as a representation of potential, passions, and purpose, advocating for active decision-making in financial planning. Austin shares his vision of focusing on education and disrupting the financial services industry to empower clients and drive positive change. Takeaways * Money represents potential, passions, and purpose * Financial planning should focus on education and empowerment Chapters * 00:00 Behind the Curtain * 05:51 Purpose Beyond Transactions * 13:15 Lack of Education in Financial Services * 19:19 Hannibal's Audacity * 25:03 Agents of Change

Episode 5: Sabrina McGowan

The conversation covers Sabrina's background, family history, life in Washington D.C., and her return to Helotes. It delves into her role in the City Council, and the upcoming budget season. The importance of strategic planning and community engagement is highlighted throughout the discussion. Takeaways * Community Engagement * Budget Planning * Strategic Planning Chapters * 00:00 Importance of Strategic Planning

Episode 4: Janice Morfin

Janice Morfin discusses her career transition to Chicken Salad Chick, the philosophy of fresh food, her family influence, and her involvement in the local chamber. She also shares insights on marketing strategies, work ethic, and the challenges and growth in her chamber role. The conversation covers a wide range of topics including business strategy, hiring decisions, culinary experiences, sports loyalty, and personal milestones. It also delves into the authenticity of podcast content and frequency. Takeaways * Transitioning to a new career * The importance of work ethic and family influence Effective business strategy involves resource management and decision-making. * The interview process and hiring decisions play a crucial role in company operations and development. Chapters * 00:00 Introduction and Small Talk * 06:40 Business Incubator Concept and Networking * 14:10 Family and Community Involvement * 21:03 Mentorship and Business Trust * 26:09 Interview Process and Hiring Decisions * 34:53 Sports Loyalty and Culinary Experiences * 41:38 Burger Preferences and Culinary Experiences * 47:20 Podcast Frequency and Content Authenticity

Episode 3: Joel Lutz

The conversation covers topics related to health and wellness, career transition and business ownership, college experience and entrepreneurial spirit, and motivation and work-life balance. It delves into the challenges of balancing work and personal life, as well as the experiences of entrepreneurship and career development. The conversation delves into the impact of work on personal life, ethical considerations in the financial industry, the effect of company scale on culture, client experience after company acquisition, maintaining culture after acquisition, challenges in compliance and supervision, and tax planning and strategy. The conversation covers the pitfalls of DIY, the inflection point in business growth, purposeful growth, the decision to hire, the mindset of growth, fee structure considerations, navigating business challenges, taking action and embracing risk, the joy of entrepreneurship, helping others and social media impact, and the rabbit hole of online content. Takeaways * Balancing work and personal life * Entrepreneurship challenges Impact of work on personal life * Ethical considerations in financial industry DIY is overrated * Hiring competent people maximizes time and efficiency Chapters * 00:00 Health and Wellness * 14:26 Motivation and Work-Life Balance * 20:17 Client Experience After Company Acquisition * 27:28 Challenges in Compliance and Supervision * 34:26 The Pitfalls of DIY * 41:01 Taking Action and Embracing Risk * 51:23 The Rabbit Hole of Online Content