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    Shruti Joshi: Get Good With Money, Achieve Financial Zen With Personalized Financial Planning | E293

    enJune 03, 2024

    Podcast Summary

    • Financial PlanningEffective financial planning can lead to better investment decisions, avoiding costly mistakes, and reducing stress for individuals, especially for those without prior experience.

      Personal finance planning is an essential aspect of life that can help individuals make better investment decisions, avoid costly mistakes, and reduce stress. Shruti Joshi, the president and COO of Fasset, emphasized the importance of financial planning, especially for the millions of Americans who have never worked with a financial planner. She shared her personal experiences of moving around different companies and industries, and how her immigrant parents' entrepreneurial spirit influenced her perspective on money and the importance of new experiences. Joshi also highlighted her journey from being an investor to joining the C-suite of a fast-growing FinTech company, Fasset. Overall, the conversation underscored the significance of financial planning and the benefits it can bring to individuals' lives.

    • Financial planning democratizationFasset's mission to charge a subscription fee, offer objective advice, and provide holistic, ongoing planning makes financial services accessible and client-focused.

      Anders and Patrick's mission to disrupt the financial planning industry and democratize the service resonated deeply with the speaker, leading her to invest and eventually join Fasset full-time. The importance of this mission lies in the fact that financial planning has historically been expensive, exclusive, and filled with conflicts. Faset addresses these issues by charging a subscription fee, being objective, and offering holistic, ongoing planning. This approach makes financial planning accessible to more people and ensures that advice is given with the client's best interests in mind. The speaker's personal experience with failure and the skills she gained from it set her up for success in her new role at Faset.

    • Financial platforms, Hiring efficiencyUsing platforms like Indeed and Rakuten can lead to cost savings and efficient hiring processes. However, managing personal finances can be complex, and seeking advice from a Certified Financial Planner can provide valuable guidance and prioritize your best interests.

      Leveraging platforms like Indeed and Rakuten can lead to significant savings and efficient hiring processes. Indeed's sponsorship feature ensures a high percentage of job applicants are a good match for the position, while Rakuten offers cashback on purchases. However, managing personal finances can be complex and potentially costly without professional help. DIY financial planning can result in mistakes, especially when it comes to understanding complex financial matters like equity compensation. Seeking advice from a Certified Financial Planner (CFP) as a fiduciary can provide valuable guidance and ensure your best interests are prioritized. FAFSA, a FinTech company, combines human expertise with technology to offer personalized financial planning services. Remember, financial wellness is crucial for overall well-being, and seeking professional help can lead to better outcomes.

    • Technology in Financial PlanningFacet Wealth's financial planning approach combines CFP expertise with technology to create a more efficient experience, automating tasks while focusing on human aspect, and offering a financial wellness quiz and ongoing conversations with CFPs.

      Facet Wealth's approach to financial planning combines the expertise of Certified Financial Planners (CFPs) with technology to create a more impactful and efficient experience for their members. The technology automates tasks such as tracking investments and goals, while the CFPs focus on the human aspect of financial planning, understanding each member's unique situation and goals. Facet's financial wellness quiz exposes individuals to various financial topics and encourages education and exposure. The financial planning process includes a conversation with a membership manager, digital onboarding, and a first conversation with a CFP to understand personal values, goals, and trade-offs. The CFP then builds scenarios for the member to consider, and the technology makes it easy for members to take action on the advice provided. The journey continues with ongoing conversations with the CFP, risk assessments, and aspirational planning. There is a need for engagement with the process, but Facet works to make it simple and jargon-free.

    • Financial planning for entrepreneursEntrepreneurs benefit from personalized financial planning services that cater to their unique needs, focusing on goals, insurance, estate planning, and optimizing benefits. A trusted advisor is essential for time-strapped entrepreneurs.

      Facet Wealth's financial planning services cater to individuals, particularly entrepreneurs and corporate professionals, by providing personalized guidance to help align financial decisions with personal values and goals. The focus is on the individual's financial well-being, addressing concerns such as insurance coverage, estate planning, and optimizing benefits. The importance of having a trusted financial advisor, especially for entrepreneurs who often lack time and guidance, cannot be overstated. The first step in financial planning is identifying personal goals, and investments are then tailored to support those objectives. There is no one-size-fits-all approach, as everyone's financial situation and priorities are unique. The overall philosophy is to use money as a tool to live the life you want.

    • Co-working and B2B salesCo-working at Industrious can benefit entrepreneurs for B2B sales through LinkedIn, with over 180 million senior-level executives and 10 million C-suite executives, and Shopify for online selling, while financial planning is crucial for personal milestones and can be aided by Industrious and Facet Wealth.

      Entrepreneurs, solopreneurs, and freelancers can benefit from co-working at Industrious, especially for B2B sales using LinkedIn. Industrious offers a free week of co-working for new members using the code "profiting." LinkedIn is an effective platform for B2B sales with over 180 million senior-level executives and 10 million C-suite executives, offering precise targeting through various inputs. Shopify is another essential tool for businesses, enabling selling online and in-person, with a 36% better converting checkout compared to other options. Money planning is also crucial, focusing on financial milestones throughout life, such as buying a house or getting married, and understanding how to express one's identity through financial choices. Industrious and Facet Wealth offer valuable resources for entrepreneurs, providing co-working spaces and financial planning services, respectively.

    • Financial Decisions and Life ChoicesFinancial decisions are deeply connected to life choices, requiring consideration of personal values and future goals. AI enhances financial planning with efficiencies, but human touch remains vital for personalized advice and trust-building.

      Financial decisions are intertwined with life decisions, and it's essential to consider values and what one wants in life when making these decisions. From choosing a partner, having a child, starting a business, to smaller decisions like picking benefits or moving, every decision has a financial implication. AI is playing an increasingly significant role in the financial space, providing efficiencies and improving overall experiences. However, the human touch remains crucial in financial planning, ensuring personalized advice and building trust. Facet Wealth aims to democratize financial planning, envisioning a future where everyone has access to financial planning and reduced financial stress.

    • Financial stress reductionEffectively managing finances can significantly reduce stress and improve overall well-being, leading to increased productivity, mindfulness, and happiness.

      Managing your finances effectively can significantly reduce stress and improve overall well-being. Money is a common source of stress and contributes to many divorces, but by taking small steps, such as taking a financial wellness quiz or seeking professional help, individuals can make better financial decisions and live the lives they truly want. The benefits go beyond just financial gains, as the relief from financial stress can lead to increased productivity, mindfulness, and happiness. It's important to view money as a tool for living the life you desire and not something to be avoided or ignored. By taking action and getting educated about financial planning, individuals can unlock a world of possibilities and reduce the stress that comes with financial uncertainty.

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    YAPClassic: Alex Hormozi, How To Make Offers So Good People Feel Stupid Saying No

    YAPClassic: Alex Hormozi, How To Make Offers So Good People Feel Stupid Saying No
    One of Alex Hormozi’s portfolio companies was underperforming, and he saw a clear solution—raise prices by 50%. Despite the CEO's resistance, which took nine calls to overcome, they implemented the price increase. The result? The business tripled its profit within three months. Alex knew the key to maximum profitability was delivering maximum value, a lesson he learned from his own mistakes. In this YAPClassic episode, Alex breaks down his value equation and shares strategies for creating irresistible offers. Alex Hormozi is an entrepreneur, philanthropist, and co-founder of Acquisition.com, a portfolio company overseeing multiple businesses. He is the bestselling author of $100M Offers, where he shares strategies for creating irresistible business proposals. In this episode, Hala and Alex will discuss: - Providing high value without cutting prices - Alex’s ‘value equation’ for crafting irresistible offers - The four key drivers of value in business - How to identify profitable markets - Strategies to scale your business rapidly - Focusing on high-return activities for maximum impact - Leveraging high-impact opportunities with minimal effort - Eliminating your side hustles to scale your main business - Techniques to attract and retain loyal customers - And other topics… Alex Hormozi is a first-generation Iranian-American entrepreneur, investor, and philanthropist. In 2013, he started his first brick-and-mortar business. Then, he transitioned from gym ownership to founding GymLaunch, a fitness business consultancy, which expanded to over 4,000 locations within four years. Alongside his wife, Leila, Alex bootstrapped three additional companies, which generated $120 million in sales. Then, the Hormozis founded Acquisition.com through which they manage a portfolio of bootstrapped companies. Alex is the bestselling author of $100M Offers, where he shares strategies for creating irresistible business proposals. He is also the host of The Game podcast.  Connect with Alex: Alex’s Website: https://www.acquisition.com/bio-alex Alex’s LinkedIn: https://www.linkedin.com/in/alexanderhormozi/ Alex’s Twitter: https://twitter.com/AlexHormozi Alex’s Instagram: https://www.instagram.com/hormozi/ Alex’s Facebook: https://www.facebook.com/ahormozi Resources Mentioned: Alex’s Book, $100M Offers: How To Make Offers So Good People Feel Stupid Saying No: https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/1737475715 YAPClassic: Robert Greene on Decoding the Laws of Human Nature: https://youngandprofiting.com/yapclassic-decoding-the-laws-of-human-nature-with-robert-greene/   LinkedIn Secrets Masterclass, Have Job Security For Life: Use code ‘podcast’ for 30% off at yapmedia.io/course. Sponsored By: Shopify - Sign up for a one-dollar-per-month trial period at youngandprofiting.co/shopify Indeed - Get a $75 job credit at indeed.com/profiting. Yahoo Finance - For comprehensive financial news and analysis, visit YahooFinance.com Kajabi - Get a free 30-day trial to start your business at Kajabi.com/PROFITING LinkedIn Marketing Solutions - Get a $100 credit on your next campaign at linkedin.com/YAP Industrious - Visit industriousoffice.com and use code PROFITING to get a free week of coworking when you take a tour!   More About Young and Profiting Download Transcripts - youngandprofiting.com Get Sponsorship Deals - youngandprofiting.com/sponsorships Leave a Review - ratethispodcast.com/yap Watch Videos - youtube.com/c/YoungandProfiting   Follow Hala Taha LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ TikTok - tiktok.com/@yapwithhala Twitter - twitter.com/yapwithhala   Learn more about YAP Media's Services - yapmedia.io/

    Julie Solomon: How To Make Money On Instagram In 2024, Even With A Small Audience | E292

    Julie Solomon: How To Make Money On Instagram In 2024, Even With A  Small Audience | E292
    Despite her introversion, Julie Solomon thrives on Instagram. She has successfully monetized her influence and built a reputation as one of the top thought leaders in influence marketing. In this episode, Julie shares her best strategies for growing your brand and monetizing your influence online. She also touches on masterminds and the Instagram algorithm. Julie Solomon is an influencer, branding expert, and coach passionate about helping entrepreneurs grow their audience. She is the host of The Influencer Podcast and the author of Get What You Want. In this episode, Hala and Julie will discuss: - Julie’s approach to balancing privacy and influence - Succeeding as an introverted influencer - Essential Instagram content to create right now - Why you must focus on value-based content - Proven strategies for building authority online - Overcoming fear in content creation - Monetizing a small following - Why every entrepreneur needs a mastermind - DM automation for driving sales - Effective methods for boosting engagement on Instagram - How to make your brand messaging magnetic - Maximizing Instagram Stories for conversion - And other topics…  Julie Solomon is a visibility, brand strategy, and brand deal coach, helping entrepreneurs and creators elevate their visibility and impact. She is the host of the top-rated The Influencer Podcast, providing real-time coaching and business growth insights to millions of listeners worldwide. She is also the author of the bestselling book, Get What You Want. She has been featured in Forbes, Entrepreneur, and Business Insider. She has also been named among the top 100 leaders in influence marketing by Influence Co.  Connect With Julie: Julie’s Website: https://juliesolomon.net/  Julie’s LinkedIn: https://www.linkedin.com/in/julie-solomon-375127133  Julie’s Twitter: https://twitter.com/JulsSolomon  Julie’s Instagram: https://www.instagram.com/julssolomon/  Julie’s Facebook: https://www.facebook.com/JulsSolomon/  Julie’s YouTube: https://www.youtube.com/c/juliesolomontv  Julie’s Podcast, The Influencer Podcast: https://podcasts.apple.com/us/podcast/the-influencer-podcast/id1229401800?mt=2  Resources Mentioned: The Revenue Growth Lab: https://juliesolomon.net/profiting   LinkedIn Secrets Masterclass, Have Job Security For Life: Use code ‘podcast’ for 30% off at yapmedia.io/course.   Sponsored By: Shopify - Sign up for a one-dollar-per-month trial period at youngandprofiting.co/shopify Indeed - Get a $75 job credit at indeed.com/profiting. Yahoo Finance - For comprehensive financial news and analysis, visit YahooFinance.com Kajabi - Get a free 30-day trial to start your business at Kajabi.com/PROFITING LinkedIn Marketing Solutions - Get a $100 credit on your next campaign at linkedin.com/YAP Industrious - Visit industriousoffice.com and use code PROFITING to get a free week of coworking when you take a tour!    More About Young and Profiting Download Transcripts - youngandprofiting.com Get Sponsorship Deals - youngandprofiting.com/sponsorships Leave a Review - ratethispodcast.com/yap Watch Videos - youtube.com/c/YoungandProfiting   Follow Hala Taha LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ TikTok - tiktok.com/@yapwithhala Twitter - twitter.com/yapwithhala   Learn more about YAP Media's Services - yapmedia.io/

    YAPClassic: Alex Hormozi, From Soul-Sucking Job to $100M in Revenue

    YAPClassic: Alex Hormozi, From Soul-Sucking Job to $100M in Revenue
    Defying his father's wishes, Alex Hormozi left his stable job to open a gym. But after a failed partnership left him sleeping on the gym floor, he attended a marketing workshop that turned everything around. He used online marketing to secure his first 27 customers, and within three years, expanded to six locations. He has since run and sold multiple successful businesses. In this episode, Alex chats with Hala about his inspiring entrepreneurial journey, sharing the valuable insights he gained along the way.  Alex Hormozi is an entrepreneur, philanthropist, and co-founder of Acquisition.com, a portfolio company overseeing multiple businesses. He is the bestselling author of $100M Offers, where he shares strategies for creating irresistible business proposals. In this episode, Hala and Alex will discuss: - Alex’s upbringing and come-up story - The efficiency of learning from experts - Using death as a motivator to accomplish your dreams - The marketing workshop that fueled his success - How Alex scaled his gym chain by monetizing his knowledge - Why your life partner is critical to your success - Respect over chemistry for a successful marriage  - The pros and cons of marrying your business partner - When it's okay to leave money on the table  - How he rapidly scaled his business using the licensing model - And other topics… Alex Hormozi is a first-generation Iranian-American entrepreneur, investor, and philanthropist. In 2013, he started his first brick-and-mortar business. Then, he transitioned from gym ownership to founding GymLaunch, a fitness business consultancy, which expanded to over 4,000 locations within four years. Alongside his wife, Leila, Alex bootstrapped three additional companies, which generated $120 million in sales. Then, the Hormozis founded Acquisition.com through which they manage a portfolio of bootstrapped companies. Alex is the bestselling author of $100M Offers, where he shares strategies for creating irresistible business proposals. He is also the host of The Game podcast.  Connect with Alex: Alex’s Website: https://www.acquisition.com/bio-alex Alex’s LinkedIn: https://www.linkedin.com/in/alexanderhormozi/ Alex’s Twitter: https://twitter.com/AlexHormozi Alex’s Instagram: https://www.instagram.com/hormozi/ Alex’s Facebook: https://www.facebook.com/HormoziAlex/ Resources Mentioned: Alex’s Book, $100M Offers: How To Make Offers So Good People Feel Stupid Saying No: https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/1737475715 YAP Episode 43 with Robert Greene:  https://youngandprofiting.com/yapclassic-decoding-the-laws-of-human-nature-with-robert-greene/  YAP Episode 203 with Leila Hormozi: https://youngandprofiting.com/leila-hormozi-100000000-leadership-how-to-build-high-performance-teams-people-never-want-to-leave-e203/    LinkedIn Secrets Masterclass, Have Job Security For Life: Use code ‘podcast’ for 30% off at yapmedia.io/course.    Sponsored By: Shopify - Sign up for a one-dollar-per-month trial period at youngandprofiting.co/shopify Indeed - Get a $75 job credit at indeed.com/profiting. Yahoo Finance - For comprehensive financial news and analysis, visit YahooFinance.com Kajabi - Get a free 30-day trial to start your business at Kajabi.com/PROFITING LinkedIn Marketing Solutions - Get a $100 credit on your next campaign at linkedin.com/YAP Industrious - Visit industriousoffice.com and use code PROFITING to get a free week of coworking when you take a tour!  More About Young and Profiting Download Transcripts - youngandprofiting.com Get Sponsorship Deals - youngandprofiting.com/sponsorships Leave a Review - ratethispodcast.com/yap Watch Videos - youtube.com/c/YoungandProfiting   Follow Hala Taha LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ TikTok - tiktok.com/@yapwithhala Twitter - twitter.com/yapwithhala   Learn more about YAP Media's Services - yapmedia.io/

    GaryVee: My 2024 Blueprint For Building Brand and Sales on Social Media | E291

    GaryVee: My 2024 Blueprint For Building Brand and Sales on Social Media | E291
    GaryVee worked at his family’s liquor store until he was 34, but even as he loaded up cases of Dom Perignon in his friends’ BMWs, he knew exactly where he was going. He grew his father’s company from $4 million to $60 million in annual sales before leaving to start his own thing from scratch. The company had over 800 employees just nine years later, servicing clients like Johnson and Johnson, PepsiCo, and GE. Today’s episode is a masterclass in day-trading attention and social media marketing. Gary reveals some of his best tactics for mastering modern advertising. He also explores emerging trends businesses can leverage to enhance their brand presence. GaryVee, is a serial entrepreneur, a New York Times bestselling author, and one of the leading marketing experts in the world. He is the chairman of VaynerX and CEO of VaynerMedia and Veefriends. In this episode, Hala and Gary will discuss: - Why humility is a strong competitive advantage - The importance of doing what you love  - Why entrepreneurs must have the stomach to fail - How he can guess the next hot thing  - Why money does not buy happiness - The interest graph trend on social media platforms - Going viral vs focusing on valuable content  - His approach to niching down for more relevance - His ‘day trading attention’ framework for modern advertising - Why it’s essential to know pop culture - Why strategic organic content is the most important thing in marketing  - The importance of storytelling - And other topics… GaryVee, is a renowned entrepreneur and CEO of VaynerMedia, part of the larger VaynerX holding company, which includes several subsidiaries. A leading thinker on digital trends, he helps major brands stay culturally relevant. Gary has made successful early investments in major tech companies such as Facebook, Twitter, Tumblr, Venmo, Snapchat, Coinbase, and Uber. He is a prolific content creator with over 44 million followers across various social media platforms. He is also the bestselling author of several books, including his latest, Day Trading Attention. Gary hosts the top-rated podcast, The GaryVee Audio Experience, and was named to the Fortune list of the Top 50 Influential people in the NFT industry. Connect With Gary: Gary’s Website: https://garyvaynerchuk.com/biography/   Gary’s LinkedIn: https://www.linkedin.com/in/garyvaynerchuk/   Gary’s Twitter: https://twitter.com/garyvee  Gary’s Instagram: https://www.instagram.com/garyvee/ Gary’s Facebook: https://www.facebook.com/gary/  Gary’s Podcast, The Gary Vee Audio Experience: https://podcasts.apple.com/ca/podcast/the-garyvee-audio-experience/id928159684   Resources Mentioned: Gary's Book, Day Trading Attention: How to Actually Build Brand and Sales in the New Social Media World: https://www.amazon.com/Day-Trading-Attention-Actually-Social/dp/0063317591     LinkedIn Secrets Masterclass, Have Job Security For Life: Use code ‘podcast’ for 30% off at yapmedia.io/course.   Sponsored By: Shopify - Sign up for a one-dollar-per-month trial period at youngandprofiting.co/shopify Indeed - Get a $75 job credit at indeed.com/profiting. Yahoo Finance - For comprehensive financial news and analysis, visit YahooFinance.com Kajabi - Get a free 30-day trial to start your business at Kajabi.com/PROFITING LinkedIn Marketing Solutions - Get a $100 credit on your next campaign at linkedin.com/YAP Industrious - Visit industriousoffice.com and use code PROFITING to get a free week of coworking when you take a tour!   More About Young and Profiting Download Transcripts - youngandprofiting.com Get Sponsorship Deals - youngandprofiting.com/sponsorships Leave a Review - ratethispodcast.com/yap Watch Videos - youtube.com/c/YoungandProfiting   Follow Hala Taha LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ TikTok - tiktok.com/@yapwithhala Twitter - twitter.com/yapwithhala   Learn more about YAP Media's Services - yapmedia.io/