19 min

Unlocking Wealth Legacies with William Larsen The Advisor Advantage

    • Investing

On the "Advisor Advantage Podcast," host Michael Shaw sits down with advisor William Larsen - an insurance broker with a passion for impact. William shares his journey from career-changing dad to financial guide, turning personal challenges into a mission to assist others. William's hands-on, empathetic approach embodies the podcast's spirit, offering listeners deep insight into creating value and legacies for clients and their families. Tune in to be inspired by William's dedication to making a difference.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode  
Links and Resources from this Episode Get in touch with Janet at janet@pem.email or 936-247-2732 https://prosperityeconomicsadvisors.com/summit-4-advisors/ Partner Link: https://gravystack.com/advisor   Book Link: https://a.co/d/cU33ny1 https://prosperityeconomicsadvisors.com/ https://www.facebook.com/groups/honoraryprosperityeconomicsadvisors/?ref=share_group_link "Think and Grow Rich" by Napoleon Hill - https://www.amazon.com/dp/1585424331/ Strategic Coach program by Dan Sullivan - https://www.strategiccoach.com/  
Show Notes
Personal narrative shapes career choice. Prioritization approach for clients: Availability. Pursuing perpetual mastery through teaching. Overcoming rejection in the advisory business. Encouraging expansive thinking in business. Importance of designing your life and business goals. Instilling financial education in the next generation. Origin of interest in business and entrepreneurship. The impact of family values on business philosophy. Developing deep connections with clients. Review, Subscribe and Share
If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
iTunes Spotify RSS

On the "Advisor Advantage Podcast," host Michael Shaw sits down with advisor William Larsen - an insurance broker with a passion for impact. William shares his journey from career-changing dad to financial guide, turning personal challenges into a mission to assist others. William's hands-on, empathetic approach embodies the podcast's spirit, offering listeners deep insight into creating value and legacies for clients and their families. Tune in to be inspired by William's dedication to making a difference.
To learn more about the Prosperity Economics Movement
http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode  
Links and Resources from this Episode Get in touch with Janet at janet@pem.email or 936-247-2732 https://prosperityeconomicsadvisors.com/summit-4-advisors/ Partner Link: https://gravystack.com/advisor   Book Link: https://a.co/d/cU33ny1 https://prosperityeconomicsadvisors.com/ https://www.facebook.com/groups/honoraryprosperityeconomicsadvisors/?ref=share_group_link "Think and Grow Rich" by Napoleon Hill - https://www.amazon.com/dp/1585424331/ Strategic Coach program by Dan Sullivan - https://www.strategiccoach.com/  
Show Notes
Personal narrative shapes career choice. Prioritization approach for clients: Availability. Pursuing perpetual mastery through teaching. Overcoming rejection in the advisory business. Encouraging expansive thinking in business. Importance of designing your life and business goals. Instilling financial education in the next generation. Origin of interest in business and entrepreneurship. The impact of family values on business philosophy. Developing deep connections with clients. Review, Subscribe and Share
If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
iTunes Spotify RSS

19 min