The Picture of Wealth

Episode 15:This is episode 5  of a mini-series titled: Corporate Strategy In this episode, Dustin talks about do-it-yourself projects around the house and weighs the benefits of using what you have instead of renting equipment or hiring a contractor. He also touches on some new insights he has gained since moving to his new house with his family.To see the key topics discussed, read the blog post here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

Episode 14:This is episode 4 of a mini-series titled: Corporate StrategyIn this episode Dustin presents different strategies to reduce the cost of your commercial insurance policies. He explains how picking the right broker, increasing security precautions and buying in bulk can all help you save serious cash on your commercial insurance policies. To see the key topics discussed, read the blog post here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

Episode 13:This is episode 3 of a mini-series titled: Corporate StrategyIn this episode Dustin explains how one can save money on corporate employee benefits. He introduces the Target Loss Ratio (TRL) and its impact on the price your employee benefits.To see the key topics discussed, read the blog post here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

Episode 12:This is episode 2 of a mini-series titled: Corporate StrategyIn this episode, Dustin touches on different corporate strategies to automate cash flow within a corporation. He presents the benefits of cashflow automation by laying out examples of accounts into which corporate revenue should be flowing. Automating these processes allow you more time to think about important company decisions. To see the key topics discussed, read the blog post here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

Episode 11:This is episode 1 of a mini-series titled: Corporate Strategy In this episode, Dustin explains how to lower corporate expenses when paying life insurance premiums. He explains the difference between personally owned life insurance and insurance owned by the corporation and how each may benefit your family.To see the key topics discussed, read the blog post here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

Are you currently searching for more out of life? More time, money, purpose? Well, in this episode Dustin sits down with Holly Kleiman, Executive National Vice President for Arbonne, a health and wellness company. Holly’s background was in health insurance but she just had this feeling that she needed more out of her life - more time, money, purpose, and connection. She then discovered her dream career at Arbonne. Dustin and Holly discuss her experience working for Arbonne and Holly highlights the benefits of working for herself. She gives you an inside look into how she finds motivation and manages her time as an entrepreneur. Holly shares the intimate lessons she’s learned throughout her journey and encourages each and everyone of you to pursue your dreams. Take that risk, don’t give up, shoot for more! Want to connect with Holly?  Visit her Facebook page here: www.facebook.com/HollyKleimanArbonne  Head to her LinkedIn profile here: www.linkedin.com/in/holly-kleiman-b0b3922a  Host: Dustin ServissGuest: Holly Kleiman If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

What would happen to your business if your partner suddenly became sick or passed away?In this episode, Dustin reflects on a meeting he had with a client where they discussed his large-scale partnership and he discovered that his client did not in fact have a plan in place for if his partner became sick or passed away. Dustin explains the value of life insurance, whether it’s in a corporate partnership or within a family, and how the benefits far outweigh the monthly cost. Ask yourself this: If I was gone tomorrow, how would my business or family’s financial situation be affected? Want to get in touch with Dustin? Visit his website here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

Don’t fall victim to the wealth epidemic Kangaroo Syndrome. Dustin uses the example of a Kangaroo, an animal with short arms and deep pockets, and relates it to wealthy people with deep pockets but who don’t actually have a good lifestyle. Many rich families struggle with a lack of connection to people, a sense of purpose, and daily fatigue. Even though they have money, their lifestyle is not conducive to a happy and well balanced life. In this episode, Dustin shares 5 places to invest your money that are not a savings account. He’ll also go over 10 things that wealthy people DON’T waste their money on. Knowing where you’re going tomorrow is important, but make sure to still enjoy your today. Spend on things that matter to you.  Want to get in touch with Dustin? Visit his website here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

What does the motorcycle wave have to do with finance you may ask?  In this episode, Dustin uses an analogy of the ‘motorcycle wave’ to implore you to become more present in your day to day life. Just like two strangers riding motorcycles in the opposite direction remain present enough to wave at the other, you too can find these moments of connectedness in your own life. Being present enough to notice the little things, IS WEALTH. Dustin urges you to take the time to reflect and see where you have motorcycle wave moments in your life, whether it’s the shared smile between you and your favourite barista, or the friendly handshake with your local hardware guy, cherish them. This sense of community enriches our lives and adds to our wealth. Want to get in touch with Dustin? Visit his website here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

Episode 10:The 7th episode of a mini-series titled: 7 Steps to de-risk your personal and professional life.In this episode, Dustin lays out the options one has when selling a business. He explains how different equity deals could be beneficial to mitigating risk when approaching the end of your career. Dustin also uncovers the importance of discussing with your lawyers and financial team ahead of time in order to be prepared for the sale.To see the key topics discussed, read the blog post here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

Episode 9:The 6th episode of a mini-series titled: 7 Steps to de-risk your personal and professional life. In this episode, Dustin touches on some simple ways to increase your income. He shares how he gets more done with the same hour of time, and the importance of delegating operational tasks.  To see the key topics discussed, read the blog post here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

Episode 8:The 5th episode of a mini-series titled: 7 Steps to de-risk your personal and professional life.In this episode, we discuss the "accumulation zone". This is where you are building up your investments, your real estate, your emergency savings, and paying attention to reducing debt. Do you need a retirement savings plan? Do you need to be invested in the market? Is one rental house enough of an investment to pay for your retirement? To see the key topics discussed, read the blog post here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

Episode 7:The 4th episode of a mini-series titled: 7 Steps to de-risk your personal and professional life.In this episode, we talk about how mental health can play an enormous role in the decision-making process. Your decisions determine your destination, and mental health can hold you back from making the proper decisions. We discuss personal worth, bad relationships, and the feeling of being out of control. To see the key topics discussed, read the blog post here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

Episode 6:The  3rd episode of a mini-series titled: 7 Steps to de-risk your personal and professional life.In this episode, we cover risk management.  If you have your risks managed, it allows you to take more risks when an opportunity comes up.  Death, sickness, injuries, etc. are all risks that need to be carefully addressed and handled. To see the key topics discussed, read the blog post here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

Episode 5:The 2nd episode of a mini-series titled: 7 Steps to de-risk your personal and professional life.In this episode, we take a look at some of the less "conventional" measures of wealth: personal health, leisure spending, and solid relationships. To see the key topics discussed, read the blog post here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

Episode 4:The 1st episode of a mini-series titled: 7 Steps to de-risk your personal and professional life. In this episode, we cover the wealth pyramid, the importance of setting goals, the definition of BAM (Bare A** Minimum), having financial conversations with your spouse, and more. To see the key topics discussed, read the blog post here If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

This episode is a heart-first letter to the hockey dads. The ones lacing skates at 6AM. The ones learning to let go while still showing up. Dustin Serviss takes you through the rink-side rituals that quietly build resilience, independence, and legacy—not just for your kids, but for you.From perfect stick tape to last-one-out-of-the-dressing-room moments, this isn’t just about hockey—it’s about fatherhood, masculinity, and the beauty of building something that lasts.Whether you're raising players or guiding future leaders, this story will move you—and remind you that the greatest wealth isn’t just in your portfolio. It's in the handoff.

Dustin delivers a late-summer meditation—channeling McConaughey’s green light philosophy—with the launch of “Serviss Sync.” Discover why pausing can be powerful. Learn how intentional rest fuels creativity, connection, and legacy. Take a 5 minute ritual to reconnect with yourself, your purpose, and your people.

In this episode, Dustin sits down with Sarah Dobek, founder of Inovautus Consulting, a growth and marketing strategist exclusively serving accounting professionals and firms. With over 20 years of industry experience, Sarah shares how accountants—often viewed as introverted and numbers-focused—can unlock their potential as relationship builders, advisors, and natural salespeople.What You'll Learn:Why consultative selling plays to the strengths of accounting professionalsHow to reframe “sales” into “problem solving” to grow your firmThe fastest-growing advisory service areas in accounting firms todayHow AI, automation, and tools like Fathom are transforming client relationshipsActionable tips for young accountants to develop business generation skills (including Sarah’s favorite “TED” questioning framework)Sarah also dives into the evolving CPA firm landscape in 2025, balancing innovation and tradition, and why building human connection—not just technical skill—will define the future success of accounting professionals.Highlights:The mindset shift accountants need to embrace business developmentReal stories of firms achieving long-term growth through relationship-first sellingHow forward-thinking firms are adding new service lines beyond tax and auditInsights on balancing people, processes, and tech in the age of AIIf you’re an accountant, CPA, or professional looking to grow with more intention, this episode is packed with relatable insights and actionable strategies.Listen now and take the first step toward building a more proactive, profitable, and balanced accounting career.🎧 Subscribe, rate, and share The Picture of WealthFollow @thepictureofwealth on InstagramMore episodes and resources at: thepictureofwealth.com

It’s the conversation most avoid—but the one that shapes everything after you're gone. In this raw and grounded episode, Dustin Serviss invites you into the quiet intensity of a father-son moment about wills, wealth, and what truly matters. No spreadsheets. No life insurance pitch. Just two chairs, a firelight flicker, and a conversation about control, clarity, and courage. If you’ve ever wondered how to prepare your loved ones for the inevitable—without fear—this episode lights the path.