55 min
011 - Making Better Leadership and Wealth Decisions With Human Design and the Enneagram, with Kaitlyn Carlson and Candy Barone 6 to 7 Figure Women
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- Entrepreneurship
In this episode of the 6 to 7 Figure Women Podcast, hosts Jessica Fearnley and Meghann Conter are joined by Kaitlyn Carlson and Candy Barone to discuss the benefits of using human design and the enneagram to make better leadership and wealth decisions.
We share personal experiences of how these tools have helped us understand ourselves and others better, and how human design and the enneagram can be used to attract the right clients and redefine marketing strategies. We also offer insights and perspectives on leadership and wealth-building through the lens of human design and the enneagram.
What we discussed:
[00:00:00] Introducing Kaitlyn and Candy - Discussing making better leadership and wealth decisions with human design and the enneagram.
[00:03:15] Overview of the Enneagram, a personality assessment tool with nine numbers that reveal subconscious motivation and sense of worthiness.
[00:07:08] Overview of Human Design, a comprehensive way to look at energetic blueprint and DNA wiring.
[00:11:41] Enneagram and Personal Growth.
[00:17:12] Enneagram and Human Design for better leadership and relationships.
[00:24:50] Understanding ourselves and others and integrating self-awareness into leadership.
[00:28:41] Financial planning for achievers and challengers and understanding our money stories.
[00:40:51] Wealth Creation for Everyone - Kaitlyn Carlson talks about her company, Theory Planning Partners, which helps people create wealth regardless of their current assets.
[00:42:15] Activation Container and Energetic Blueprint - Candy Barone explains her activation container framework, which helps people create a strategy for their life and business while taking into account their unique energetic blueprint.
[00:48:19] The importance of time in investing and creating wealth, and the habits that lead to success.
Quotes:
"Almost anytime people say to me alright I want to become a better leader, what should I do? I say have you done any of these tests? And if you haven't I would work with a coach to help you really not only take the test but understand yourself and then start living from that space because your leadership will almost immediately get better just by the fact that you understand yourself." Meghann Conter
"Leadership is everyone's opportunity. It is everyone's responsibility. And the only way you can show up from a leadership position with others is by leading yourself first. And so if I could offer anything, it's what do you need to do right now to lead yourself in a way that's gonna be the next evolution or elevation of who you are?" Candy Barone
"When you start to realize like, wow, everyone's looking at the world through a different lens, it can just be so helpful." Kaitlyn Carlson
"I think the other dimension to human design is it's teaching us how to be with others. It's teaching us how to sort of show up in a way which is authentic to ourselves, but also takes account of the nuances present in the room when we're with our teams, when we're with our families, when we're with our partners. It's kind of like how do we be in the world around other people to greater benefit and effect?" Jessica Fearnley
Links:
Kaitlyn Carlson, Theory Planning Partners: theoryplanning.com
Candy Barone, You Empowered Strong: www.candybarone.com
Join The Dames virtual roundtable: www.thedames.co/roundtable
Book a discovery call to work less and earn more: jessicafearnley.com
Guest bio:
Kaitlyn Carlson:
Kaitlyn is the Founder & CEO of Theory Planning Partners, a boutique wealth creation firm for the top female entrepreneurs in the United States.
Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in both the southern and northeastern regions of the U.S. There, she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion. Subsequently, she became an advisor on a p
In this episode of the 6 to 7 Figure Women Podcast, hosts Jessica Fearnley and Meghann Conter are joined by Kaitlyn Carlson and Candy Barone to discuss the benefits of using human design and the enneagram to make better leadership and wealth decisions.
We share personal experiences of how these tools have helped us understand ourselves and others better, and how human design and the enneagram can be used to attract the right clients and redefine marketing strategies. We also offer insights and perspectives on leadership and wealth-building through the lens of human design and the enneagram.
What we discussed:
[00:00:00] Introducing Kaitlyn and Candy - Discussing making better leadership and wealth decisions with human design and the enneagram.
[00:03:15] Overview of the Enneagram, a personality assessment tool with nine numbers that reveal subconscious motivation and sense of worthiness.
[00:07:08] Overview of Human Design, a comprehensive way to look at energetic blueprint and DNA wiring.
[00:11:41] Enneagram and Personal Growth.
[00:17:12] Enneagram and Human Design for better leadership and relationships.
[00:24:50] Understanding ourselves and others and integrating self-awareness into leadership.
[00:28:41] Financial planning for achievers and challengers and understanding our money stories.
[00:40:51] Wealth Creation for Everyone - Kaitlyn Carlson talks about her company, Theory Planning Partners, which helps people create wealth regardless of their current assets.
[00:42:15] Activation Container and Energetic Blueprint - Candy Barone explains her activation container framework, which helps people create a strategy for their life and business while taking into account their unique energetic blueprint.
[00:48:19] The importance of time in investing and creating wealth, and the habits that lead to success.
Quotes:
"Almost anytime people say to me alright I want to become a better leader, what should I do? I say have you done any of these tests? And if you haven't I would work with a coach to help you really not only take the test but understand yourself and then start living from that space because your leadership will almost immediately get better just by the fact that you understand yourself." Meghann Conter
"Leadership is everyone's opportunity. It is everyone's responsibility. And the only way you can show up from a leadership position with others is by leading yourself first. And so if I could offer anything, it's what do you need to do right now to lead yourself in a way that's gonna be the next evolution or elevation of who you are?" Candy Barone
"When you start to realize like, wow, everyone's looking at the world through a different lens, it can just be so helpful." Kaitlyn Carlson
"I think the other dimension to human design is it's teaching us how to be with others. It's teaching us how to sort of show up in a way which is authentic to ourselves, but also takes account of the nuances present in the room when we're with our teams, when we're with our families, when we're with our partners. It's kind of like how do we be in the world around other people to greater benefit and effect?" Jessica Fearnley
Links:
Kaitlyn Carlson, Theory Planning Partners: theoryplanning.com
Candy Barone, You Empowered Strong: www.candybarone.com
Join The Dames virtual roundtable: www.thedames.co/roundtable
Book a discovery call to work less and earn more: jessicafearnley.com
Guest bio:
Kaitlyn Carlson:
Kaitlyn is the Founder & CEO of Theory Planning Partners, a boutique wealth creation firm for the top female entrepreneurs in the United States.
Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in both the southern and northeastern regions of the U.S. There, she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion. Subsequently, she became an advisor on a p
55 min