Does this sound familiar? You've been told that the key to success in your wealth management career is solely focusing on financial goals, but you still feel unfulfilled and unsatisfied. The pain of working tirelessly, yet not achieving the level of success and fulfillment you desire, is weighing you down. It's time to break free from this ineffective approach and discover how aligning your values with your financial goals can lead to true fulfillment and success in your wealth management journey.

About Jeff Thomas:

Jeff Thomas is the Founder/CEO of Arkos Global Advisors and author of “Trading Up: Moving from Success to Significance on Wall Street”. He is passionate about helping clients connect their money with their purpose. His vision is to scale a God-honoring wealth management company where advisors who share common values collaborate to help families thrive across generations.

On today’s Fortify Your Financial Kingdom, Jeff and Jerry discuss:

• Discover the power of aligning your values and financial goals to create a life of purpose and fulfillment.
• Unleash the potential of using generosity as a strategic platform for success in your wealth management career.
• Harness the transformative role of storytelling and inspiration in financial planning to connect with clients on a deeper level.
• Increase your confidence by seeking advisors who share your vision and values, creating a synergistic partnership that leads to greater success.
• Explore the benefits of holistic planning and go beyond traditional retirement strategies to design a comprehensive financial roadmap for your clients.

Key Takeaways:

• Aligning values with financial goals

Having finances that are aligned with one's values results in purpose-driven investments, which in turn promotes greater satisfaction and a sense of fulfillment. 

• The power of generosity

By keeping generosity central to their personal and financial goals, individuals can create wealth that not only enriches their own lives but also positively impacts the lives of others.

• Storytelling and inspiration in financial planning

Telling compelling stories establishes a genuine connection between the financial advisor and the client; these narratives can serve as motivational tools that inspire clients to aggressively pursue their goals. 

“Wealth management is not just a product sale, it's a relationship. People walk in expecting a holistic relationship, and that's where the industry is evolving." 

—Jeff Thomas

Contact Jeff:

Company LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors 

Personal LinkedIn: https://www.linkedin.com/in/jeff-thomas-952848/ 

Facebook: https://www.facebook.com/arkosglobal/ 

Instagram: https://www.instagram.com/arkosglobaladvisors/ 

Twitter: https://twitter.com/ArkosGlobalAdv 

Book: https://www.arkosglobal.com/trading-up 

About the host, Jerry Yu:

Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees.

Contact Jerry:

Website: www.reignfinancialservices.us

Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ 

Facebook: www.facebook.com/reign.financial.insurance

Instagram: www.instagram.com/reign.financial

YouTube: Search for “Jerry Yu – The Family Money Doctor”

Office: 500 Technology Dr., #300. Irvine, CA