COREnology

For decades, the Financial Advisor industry has been rated by consumers as one of the least-trusted professions. But Advisors are fiduciaries — they're obligated to act in their clients' best interest at all times. So, where does this lack of trust come from? And what can advisors do to earn and keep the trust of clients? That's what we're going to talk about today!

These days, it's not uncommon to hear a successful entrepreneur, investor, or celebrity announce they are NOT passing their wealth to their kids. What's the fear? "I don't wan't to ruin my kids." "I don't want them to become entitled." "I want them to earn things, like I had to." But what if there was an alternative to this 2-choice dilemma of ruining your kids or giving all your money away? That's what we're discussing on today's livestream.

We've all heard the phrase, "Money doesn't buy happiness." As financial advisors, we want our clients to prosper financially — but not at the expense of living happy, fulfilling, meaningful lives. In today's live stream, we'll be talking about the famous 70+ year Harvard Happiness Study, and what advisors can take from this study to help clients live happier lives.

Money can be an incredible power for good, but it can also be incredibly destructive. It can ruin our most valued relationships, create entitlement and laziness, take precedence over our most cherished values, and make us focus on consumerism over doing good in the world. In this interview, Alex Bean talks about his new book, Factory for Good, and how he's helping to empower families and wealth creators to be more intentional about their legacy, and how they resource their money to protect and grow what's most important. Check out https://lnkd.in/gZEK2HTJ for more details!

A family mission statement serves as a shared vision that defines the values, goals, and priorities of a family. It is similar to a company's mission statement but tailored to the family unit. Clarifies Core Values: It helps families identify and prioritize the values they want to live by (such as kindness, respect, honesty, or education). This can guide decision-making and behavior. Creates Unity: A mission statement fosters a sense of teamwork and purpose within the family. It encourages everyone to work together towards common goals. Guides Decision-Making: By outlining key values and priorities, the mission statement can serve as a compass for making choices—whether big, like moving to a new city, or small, like managing household responsibilities. Encourages Accountability: Family members can hold each other accountable by aligning their actions with the mission, ensuring everyone is contributing to the family’s collective well-being. Builds Resilience: A family mission statement can serve as a reminder of shared goals and values during challenging times, helping families stay focused on what's important and navigate conflicts more effectively. Fosters Communication: Developing the statement together encourages open dialogue about what each family member values, strengthening family bonds. It's a powerful tool for intentional living, helping a family to stay focused on long-term aspirations while navigating life.

Most companies try to be very intentional about their team culture. They establish values and mission statements, and provide trainings and policies to support their culture. But we rarely put the same effort or focus into our family culture. Why is that? Today we're going to be talking about what it looks like to build an intentional culture as a family, and what tools you can use to do that.

Women are often overlooked, uninvolved, and disengaged in the financial planning process. On today's live stream, we discuss why that is, what the result is, and how financial advisors can fix the problem.

There are plenty of tools designed to give you personal insights: Meyers-Briggs, Enneagram, The Big 5, Strengthsfinder, just to name a few. So, why is COREnology important? How is it different from all the others? How can you use COREnology to help your family have more alignment, better communication, a clear sense of purpose and direction, more understanding, clear goals and expectations of one another, to be more prepared, have less regrets, and increase trust?

Your core values are an essential part of who you are, how you think, and how you interact with others... But most people aren't clear about what core values are, let along what their SPECIFIC core values are. Today we're going to clear the air, and show you what core values are, what they're not, how to identify yours, and what to do with them once you know them.

Join us this week as we complete our conversation about how to use your core values to create deeper connection, more intimacy, and reduce conflict within your marriage.