Sep 19, 2023
Mark Willis, CFP® is a man on a
mission to help you think diﬀerently about your money, your economy
and your future. Mark is a CERTIFIED FINANCIAL PLANNER™, a
three-time #1 Best Selling Author and the owner of Lake Growth
Financial Services, a ﬁnancial ﬁrm in Chicago, Illinois. As co-host
of the Not Your Average Financial Podcast™, he shares some of his
strategies for investing in real estate, paying for college without
going broke, and creating an income in retirement you will not
outlive. Mark works with people who want to grow their wealth
in ways that are safe and predictable, to become their own source
of ﬁnancing, and create tax-free income in retirement.
On episode 136 of the Model FA
Podcast David and Mark emphasize the importance of treating oneself
as a key investment and examine the one-size-fits-all approach of
recommending generic investment options like target date funds to
entrepreneurs. They discuss the pitfalls of "shiny object syndrome"
as Mark introduces the idea of "iki-gai," a Japanese concept for
finding one's reason for being, as a tool to align passion, skill,
and market demand.
“Conflict at its root is just unexpressed
expectation. So go deep before you get into proposing and
strategies and recommendations, figure out what their expectations
are.” - Mark Willis
This week on The Model FA
Strategies to get to seven figures.
Mark’s philosophy on target market and how to position yourself.
Power of podcasting.
Leveraging the power of content.
How conflict can build relationships.
“Guesting on someone else's
show is brain dead simple, because you just get on and you have a
conversation with someone who loves to chat with you, and you
hopefully enjoy chatting with him. The power there is, you're
getting in front of your target audience, you're having a one on
one long form discussion with people who might just do business
with you.” - Mark Willis
Learn More About
This episode is sponsored by our
friends at YCharts. Exciting times at YCharts — they just announced
their latest product enhancement called Proposals. YCharts
Proposals is a game-changing capability, empowering wealth
management professionals with the prowess to craft captivating
narratives, effectively conveying their investment strategies that
help win new business. But that's not all – mark your calendars for
September 22nd because YCharts will be hosting a webinar to unveil
Proposals and show off its full potential. You’ll learn how to whip
up reports that don't just highlight the value of your investment
strategies but also cater to your clients' unique financial needs.
Click the this link to register for YCharts’ webinar if you want to
learn more about Proposals, and get 15% off your initial
subscription when you start your free YCharts trial (new customers
About the Model FA
The Model FA
podcast is a show for fiduciary financial advisors. In each
episode, our host David DeCelle sits down with industry experts,
strategic thinkers, and advisors to explore what it takes to
build a successful practice — and have an abundant life in the
process. We believe in continuous learning, tactical advice, and
strategies that work — no “gotchas” or BS. Join us to hear stories
from successful financial advisors, get actionable ideas from
experts, and re-discover your drive to build the practice of your
President of Model FA, David DeCelle