What we’ve learned from other business owners

When you own a business, you learn things the hard way, and then you get to hand those lessons to somebody else before they have to learn them the hard way, too.

I’m a big “Essentialism” guy. There’s a line in that book by Greg McKeown that if you don’t prioritize your life, somebody else will.

So the question I’m always asking is, what’s important now? What are the vital few things we need to get done?

We used to do the giant financial plan, the 72 things you need to do to fix your financial situation.

It looked cool, but it didn’t move the needle enough. So now we boil it down to one or two things at a time. 

And the surprisingly hard part is getting people to do the things they said they wanted to do, paid us to do, and that check all the boxes.

So we lead with the vital few, not the laundry list.

And this is the part your average advisor doesn’t really get, because they’ve never lived it.

Because business owners are builders, right? They’ve got a lot of things on the go, a lot of pieces in their financial puzzle.

So their wealth has created more complication, which puts them further away from whatever it is they want to spend their time doing, which isn’t work.

And they’ve got all these complicated needs, and no one’s helping them.

But you don’t see that if you’re not in it yourself. 

Those advisors don’t see how having a successful business can make things more complex, and they don’t see the drive to chase opportunities, and how that can lead you in circles.

So with BuiltWealth™, we’ve been here.

We know what the steps are on the Ladder, what you need to do to get from step two to step four, and who you need to talk to besides us.

I’m not just handing you a strategy. Because nobody wants the strategy.

They want the results of the strategy.

My job is to be the partner who gives you the things we’ve seen actually work, and help you build this thing consciously toward whatever you want your life to look like.

Instead of just saying yes to every opportunity that comes through the door.

– Jason

Book a JobWalk with me and we can start the conversation.

Interested in other Rungs? Check out:

• The full Ladder here or the audio edition here

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HFM Investment Advisors, LLC is a registered investment adviser. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. All investments involve risk and are not guaranteed. Information expressed does not take into account your specific situation or objectives and is not intended as a recommendation appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment advisor to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.