Making Work Options Using These Foundational Wealth Building Principles | Greg Patterson
Millionaire Mindcast
Matt Aitchison
4.8 • 721 Ratings
🗓️ 7 February 2022
⏱️ 54 minutes
🧾️ Download transcript
Summary
In this episode of the Millionaire Mindcast, we have a reliable guest, Greg Patterson who shares knowledge and insights on the holistic approach of building and creating wealth, challenges of being a hard-charging entrepreneur, creating the balance between grinding and being patient, the importance of having clarity on WHYs, and life-changing advice of making work optional!
Greg is the senior advisor and CEO and one of the partners in The Advisory Group, a wealth-management firm based out in San Francisco that offers both personal wealth and retirement plans. He works with a handful of high-net-worth individuals by creating a strong foundational wealth-building platform and plan to execute on.
Greg and his team understand that people are busy and they want an experience that helps them feel more liberated, organized, and being in the right direction to live life more effectively. But beforehand, it is vital to identify your goals and real WHY. It is the important part in the beginning. Also, he emphasizes that WHY must not be affected by social pressures and unspoken expectations, but by what you really want.
Nevertheless, while hustling and grinding for your WHY, never forget to build relationships with your family. Always be present while enjoying your journey!
Some Questions I Ask:
Just give us a quick high-level review of what you and The Advisory Group do? (04:22)
How did you guys break down what falls into each one of those buckets getting each of these pillars optimized from a wealth-building perspective? (06:28)
What makes the Advisory Group so great? (07:42)
What is one of the mindset principles that you think so many people are missing when it comes to building wealth, creating financial freedom, and fulfilling life? (10:11)
In the hustling and grinding world, how to be present in the process? What does that look like for you being the CEO and owner of the Advisory Group and how did you communicate that to either your clients or to other people? (16:45)
What does that rhythm look like for you and your clients? How did you guys or your clients stay in proximity to their plan? What do awareness and retooling consistently look like? (24:36)
How much do you guys plan for the balance of the plan for today versus the plan for the future? (28:35)
What would you say some of the investment skill sets that you see most of the successful people have? (33:59)
What are your thoughts around holistic planning and what that strategy should or could look like for certain clients? (41:05)
What are some of the things that your clients are asking you guys about in terms of either things they’re investing in or moving their money into or things that they’re concerned about? (45:54)
In This Episode, You Will Learn:
The importance of finding the real why (08:01)
How to get it clarity in life (18:54)
Quotes:
“Be patient when you should be, not to be over-excited when you shouldn’t.”
Connect with Greg Patterson on:
Transcript
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| 0:00.0 | Welcome to the Millionaire Mindcast, where we broadcast weekly interviews with millionaire |
| 0:10.3 | minds from across the globe to empower you on your journey of unlocking a rich and fulfilling life. |
| 0:17.1 | It's time to unleash your millionaire within. |
| 0:19.8 | Now, here's your host,ie a what's going on guys |
| 0:24.6 | welcome into today's episode got a great guest in mr gregg patterson the CEO and one of the partners in |
| 0:30.7 | the advisory group a wealth management firm based out of san francisco and they work with a handful of high net worth individuals, |
| 0:38.9 | business owners, entrepreneurs. And one of their kind of mindset principles or mottos that I really |
| 0:45.1 | like is making work optional. And the way you do that, right, is by creating a strong, |
| 0:51.5 | foundational wealth-building platform and plan for you to execute on from |
| 0:56.6 | the perspective of you yourself, from the perspective of your team or your employees, and then how |
| 1:03.6 | you go out and roll that into the community and how this ecosystem kind of all cross-pollinates. |
| 1:09.7 | And so we got into some great things in today's |
| 1:12.8 | episode that are really going to help you identify how, at least from their perspective, |
| 1:18.4 | they attack it. Now, everybody goes about building and creating wealth differently. So I really |
| 1:23.5 | ask some pointed questions in terms of how they think about things. You know, if it's all |
| 1:28.0 | about, you know, stocks and the financial markets or if they take a holistic approach and |
| 1:33.0 | hearing how he responded to that, we talked about a lot of the challenges that, you know, |
| 1:38.0 | people struggle with, whether it's the physical side of executing and planning and the strategies |
| 1:43.6 | with it versus some of the mindset |
| 1:45.8 | and money issues that a lot of individuals have that prevent them from creating wealth, |
| 1:49.9 | at least from his perspective. We talked about a lot of the challenges that come from being |
| 1:55.8 | a hard charging driven entrepreneur or business owner or somebody who wants to build wealth and |
... |
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