Reaching Abundance virginia@reachingabundance.com

Clearly communicating your bandwidth with clients is a crucial aspect of a healthy work-life balance. As a business owner or freelancer, it can be tempting to constantly say yes to every client request in order to please them and secure future business. However, this can quickly lead to burnout, decreased productivity, and overall dissatisfaction with your work.   
 
Kendra Swalls is a dedicated advocate for establishing boundaries with clients. Drawing from her own experiences of navigating a more insular lifestyle during COVID, Kendra learned the importance of protecting her values and saying no to distractions.  
Prioritizing Personal Values: Key to Efficient Time Management 
 
[00:02:35] Creating Abundance Through Personal Boundary Setting 
[00:28:23] The Transformative Power of Stepping Away 
[00:38:27] Prioritizing Self-Care to Prevent Burnout 
[00:51:09] Authentic Engagement in Marketing Strategies 
Maximizing Productivity While Protecting Your Time  
– Implementing calendar blocking techniques can optimize time management and workflow efficiency.  
– Recognizing internal cues of frustration and fatigue is important to avoid burnout and improve productivity.  
– Balancing intention and authenticity in marketing strategies is key for success. 
– Taking breaks to reset and prioritize self-care can shift individuals from survival mode to success mode. 
  
Boundaries for Success: Client Management Tips  
 
Transparent communication, self-awareness, and a commitment to authenticity are key pillars in maintaining healthy boundaries with clients, and fostering a fulfilling and sustainable work-life balance.  
 
“The ultimate purpose of this is to connect with people. And if I'm not able to do that because I'm not in this 110%, then I need to take that break. .” – Kendra Swalls  
  
Connect with guest, Kendra Swalls:   
Website – girlmeansbusiness.com  
Instagram – @girlmeansbusiness  
YouTube – @girlmeansbusiness  
Podcast – Girl Means Business  
  
Connect with host, Virginia Elder:    
Website – Reaching Abundance   
Facebook – Podcast Abundance Business Page   
Instagram – Podcast Abundance   
LinkedIn – Virginia Elder   
YouTube – @ReachingAbundance   
   
   
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.  
 
 

Hiring strategy is a pivotal aspect for businesses aiming to optimize their operations and grow their teams. It's not just about finding candidates with the right skills and experience, but also about finding team members whose values and visions align with the company’s.
 
You can avoid potential mis-hires and save money with the implementation of a structured hiring process, including comprehensive role descriptions, pre-hire checklists, and virtual interviews to assess expertise and communication style.
Building a Team for Business Growth 
[00:07:46] Responsibilities and Tax Obligations in Hiring
[00:14:48] Streamlining Task Delegation Through SOPs
[00:19:11] Detailed Expectations and Responsibilities for Hiring Success
[00:26:47] Role Alignment for Effective Hiring Practices
Unlocking Efficiency through Outsourcing and Strategic Hiring
- Outsourcing tasks allows business owners to focus on core operations and supports business growth and scalability.
- Clear procedures and detailed role descriptions are crucial for attracting candidates who share values and vision, facilitating a smoother hiring process.
- Creating detailed standard operating procedures streamlines the onboarding process, ensures task completion as desired, and sets a standard for quality and consistency.
- A comprehensive role description helps attract qualified applicants, prevents hiring the wrong person, and aligns values and responsibilities.
 
 
Transform Your Hiring and Find Top Talent 
Hiring strategy is a complex and multifaceted process that requires careful consideration and planning. By outsourcing non-core functions, creating detailed standard operating procedures, and aligning candidate values with the company, businesses can set themselves up for success in the long run. 
 
"A wrong person in a right seat or a right person in a wrong seat causes headache." – Virginia Elder
 
 
Connect with host, Virginia Elder:   
Website – Reaching Abundance  
Facebook – Podcast Abundance Business Page  
Instagram – Podcast Abundance  
LinkedIn – Virginia Elder  
YouTube – @ReachingAbundance  
  
  
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia. 

As a business owner, worrying about sales and finances often results in decisions made from a scarcity mindset. CFO and Profit Coach Heather Zeitzwolfe and I shed light on what it takes to cultivate an abundance mindset, along with the personal and financial leaps necessary for growth.  
 
Abundance is not a one-size-fits-all concept and is as much about recognizing joy in the small things as it is about achieving financial success.   
  
Journey Beyond Scarcity Towards Authentic Prosperity 
[00:04:52] Investing in Business and Self  
[00:13:58] Exploring Abundance and Financial Mindset   
[00:38:40] Multifaceted Marketing and Evergreen Content   
[00:44:42] Expanding Your Network with Authenticity   
  
From Fear to Fulfillment in Business and Life  
– Take time to evaluate where your money is going and if it’s working for you or not.  
– Maintain authentic human connections in your business; people need people.   
– Repurpose your content with intention and use it to build your credibility.  
– Lead with authenticity: Be who you want, do what you want, attract the clients you want. 
  
Sowing Seeds of Success through Connection and Podcasting  
Podcasting offers free networking and opportunities to expand one's network and business reach, all while remaining authentic to oneself. 
 
“Podcasting comes in different flavors. We can do a video podcast, we can do audio, we can go on social media together and then turn that into a podcast…it's such a great excuse to talk to somebody. I've made clients from it, I've made friends from it, I've made referral partners…and speaking engagements.” – Heather Zeitzwolfe  
  
Connect with guest, Heather Zeitzwolfe:   
Website – getradbiz.com  
Instagram – @getradbiz  
LinkedIn – Heather Zeitzwolfe, CPA, CFO, Profit Coach  
Podcast – Get the Balance Right  
TikTok – @getradbiz  
  
Connect with host, Virginia Elder:    
Website – Reaching Abundance   
Facebook – Podcast Abundance Business Page   
Instagram – Podcast Abundance   
LinkedIn – Virginia Elder   
YouTube – @ReachingAbundance   
   
   
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.  
 

If you feel stuck cold calling and hosting multiple coffee meetings per week to get clients, there IS a better way – find out the whole story and what helped Brenton Harrison, a seasoned financial professional, make this shift. 
The Pandemic halted the hustle, and in that space, he began seeking mentorship and prioritizing his lifestyle, which helped him arrive at a fresh way to attract clients (rather than chasing them!).  
 
Podcast-Based Marketing for Client Acquisition 
[00:04:29] Content Creation for Financial Advisor Client Education 
[00:18:46] Podcast Branding and Visibility Enhancement Services 
[00:29:29] Podcast-Based Marketing for Client Acquisition 
[00:38:36] Enhancing Customer Experience Through Upfront Pricing 
 
From Prospecting to Purpose: Transforming Your Marketing Approach 
- Focus on creating informative, reliably posted content for potential clients. 
- Reach out to influential figures and make unexpected requests to increase courage and create opportunities. 
- Explore how you can reduce the time/process it takes to guide a new client from introduction to onboarded and active. 
- Ensure price transparency by clearly stating fees upfront to enhance the buying experience and establish trust with customers. 
 
Creating Value: The Secret to Attracting Ideal Clients 
Consistent distribution of valuable content and effective marketing can help business owners tap into a broader audience, thus minimizing the need for conventional prospecting, coffee dates, and calendar appointments with unqualified applicants. 
"It's not about having a thousand people who are not your ideal customers downloading your podcast every day. It's about, are you reaching the people who are your ideal customers with the right content." - Brenton Harrison 
 
Connect with guest, Brenton Harrison:  
Website – newmoneynewproblems.com 
Instagram - @newmoney.newproblems 
YouTube – @NewMoneyNewProblems 
LinkedIn – Brenton Harrison, CFP®, CLU®, CSLP 
Podcast – New Money New Problems 
Podcast – Escape Student Loan Debt 
 
Connect with host, Virginia Elder:   
Website - Reaching Abundance  
Facebook - Podcast Abundance Business Page  
Instagram - Podcast Abundance  
LinkedIn - Virginia Elder  
YouTube - @ReachingAbundance  
  
  
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia. 

Over 15-16 years, Stefanie and her husband achieved millionaire status through intentional investing, open conversations with her partner, and recognizing her skills and abilities. Overseas relocation is a significant decision influenced by factors like cost of living, tax laws, lifestyle preferences, safety, healthcare, and educational opportunities. 
 
Visionary Strategic Planning System for Businesses 
[00:09:40] Strategic Path to Location Independence through Finance 
[00:23:33] Empowering Women Through Financial Independence Education 
[00:37:38] Sustainable Business Success Through Clear Boundaries 
[00:41:03] Shifting to High-Net-Worth Decision-Making Strategy 
[00:43:37] Personal Branding and Multimedia Content Strategy 
[01:04:40] Harnessing Individual Strengths for Financial Independence 
 
 
Actionable Insights 
- Set clear boundaries and non-negotiables in business to prevent burnout and maintain work-life balance 
- Consider cost of living, tax laws, and lifestyle preferences in deciding where to relocate 
- Create content to build an audience and establish trust before scaling 
- Align financial goals with personal values for a fulfilling path towards financial independence 
 
Are You Ready to Take Control of Your Money? 
Stefanie Gonzales helps career-focused women establish a clear path to financial independence, learn to invest confidently, and explore strategies to minimize their tax burden. Stefanie and her husband slogged through 15+ years of strategic investing, levelling up their businesses/careers, and exploring location opportunities. Now she helps other women become debt-free millionaires too! 
 
 
Connect with guest, Stefanie Gonzales:  
Website – www.womenswealtheffect.com 
Instagram - @womenswealtheffect  
YouTube – Permission To Be Wealthy  
LinkedIn – Stefanie Gonzales 
  
Connect with host, Virginia Elder:   
Website - Reaching Abundance  
Facebook - Podcast Abundance Business Page  
Instagram - Podcast Abundance  
LinkedIn - Virginia Elder  
YouTube - @ReachingAbundance  
  
  
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia. 

Wondering which goal-setting process you should use or what you should be doing in your business right now? Feeling like every other business owner knows where they’re going except you’re flying by the seat of your pants? 
Continuously Improving Your Business Operations 
Joe Curry, a CFP in Canada and the host of the “Your Retirement Planning Simplified” podcast, advocates for the Entrepreneurial Operating System (EOS), and transparently shares how mentors have helped him expand his business vision, brave the online marketing world, and implement structured meetings and goals for each quarter.  
Long-Term Commitment and Growth in Podcasting 
While Joe is looking for his show’s continuous growth, he’s committed to producing 300 episodes before evaluating ROI on podcasting, which will give the show ample time to attract clients and prove its validity as a marketing arm for his business. 
Visionary Strategic Planning System for Businesses 
[00:15:50] Strategic Time Management for Enhanced Productivity 
By utilizing early morning hours before his kids wake up to map out his year, quarters, months, weeks, and days, Joe stays on track with his goals. 
[00:22:48] Podcasting as a Financial Planner  
Joe knows how un-approachable financial planning is, so he began podcasting to demystify and address misconceptions and hesitations people commonly feel when it comes to money.  
[00:28:00] Long-Term Commitment and Growth in Podcasting 
By adopting a mindset focused on longevity and consistently producing valuable content, (try 300 episodes like Joe!) business owners can increase their chances of success and ultimately see a return on their investment in podcasting. 
[00:38:55] The Pursuit of Continuous Improvement and Growth 
By embracing the concept of "a better way," Joe demonstrates a commitment to growth and innovation in both his professional and personal endeavors. 
Actionable Insights 
- Implement continuous improvement in business processes 
- Dedicate time for intentional planning and prioritize tasks 
- Start a podcast for educational and approachable content marketing 
- Commit to long-term podcasting for success 
 
As Joe aptly puts it, "Understanding what's a reasonable expectation is crucial; maybe you still measure the ROI but consider the timeline for measuring it." By setting realistic expectations and consistently refining strategies based on data-driven insights, businesses can harness the power of podcasting as a valuable marketing tool. 
Joe and I are both obsessed with business books, so this episode is full of our recommendations! 
The Gap & The Gain  
Traction  
Get A Grip  
Playing Big  
Profit First  
 
Your Retirement Planning Simplified Episodes discussing charitable contributions:  
Episode 25: Charitable Planned Giving  
Episode 28: Charitable Giving in Your Community with Lesley Heighway 
 
Connect with guest, Joe Curry:  
Website - RetirementPlanningSimplified.ca 
Podcast – Your Retirement Planning Simplified 
LinkedIn - Joseph Curry B.Sc., CFP, CEPA, CHS 
  
Connect with host, Virginia Elder:   
Website - Reaching Abundance  
Facebook - Podcast Abundance Business Page  
Instagram - Podcast Abundance  
LinkedIn - Virginia Elder  
YouTube - @ReachingAbundance  
  
  
This podcast is edited and managed by the team at Podcast Abundance. To discuss working together on your podcast or YouTube channel, book a Discovery call with Virginia.