Posts by David Shriner-Cahn
How to Harness the Incredible Power of Artificial Intelligence (AI) Featuring Tim
Tim Miner, an AI Strategist and Consultant, is President of By The People Technologies, as System Integrator for AI and Salesforce.
Tim is an experienced executive who has held leadership roles at Salesforce, IBM, and Tact.ai. He currently directs By The People Technologies LLC, helping clients achieve digital transformation through innovative AI-based solutions.
As a consultant, Tim understands the need for organizations to set achievable goals for successful AI integration.
He is also a Visiting Professor at Pratt Institute, teaching how to build AI into Design Thinking. With ChatGPT, Tim empowers management teams to leverage AI and stay ahead in their industry.
In today’s episode of Smashing the Plateau, you will learn how to revolutionize your strategy, creativity and efficiency using the new and emerging tools of artificial intelligence.
Tim and I discuss:
- What led Tim to learn how to use AI [02:43]
- How AI is posing threats and creating opportunities for corporate refugees [03:29]
- How to use AI for efficiency, strategy and creativity [05:23]
- Treating AI like a junior associate [14:46]
- Finding unexpected opportunities with AI [17:06]
- Using AI to enhance your interaction with community [19:33]
Learn more about Tim at https://bythepeople.tech
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Working Women: Overcome Adversity, Fear and Self-Doubt Featuring Gayle Keller
Gayle Keller is a former Microsoft sales executive who spent the last 20+ years in tech and felt called to smash the plateau by contributing to close the gender gap in the S.T.E.A.M. fields after seeing firsthand the gender biases that still exist in the workplace (coupled with the births of her two toddler daughters).
In today’s episode of Smashing the Plateau, you will learn how to overcome adversity, fear, and self-doubt, especially if you are a woman.
Gayle and I discuss:
- Why Gayle went solo [02:21]
- Taking risks [09:06]
- Backtracking [10:26]
- Moving forward with courage and confidences [12:41]
- Relationships and community [16:12]
Gayle empowers women–and girls in S.T.E.A.M.–to take calculated risks and follow their dreams through her five-pillar methodology highlighted in her international bestselling book Full S.T.E.A.M. Ahead: Triumphant Tales for Working Women to Overcome Adversity, Fear, and Self-Doubt.
Learn more about Gayle at https://gaylekeller.org.
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Fix Your Dry Sales Pipeline Featuring Stephen Woessner
Stephen Woessner is the founder and CEO of Predictive ROI (PROI), a digital marketing agency, and the host of Onward Nation and Sell With Authority Podcasts. Since the advent of the commercial Internet, Stephen has collected tens of thousands of data points that have given him the ability to identify what he calls the “8 Money Draining Mistakes” and the “8 Money Making Opportunities.”
In today’s episode of Smashing the Plateau, you will learn you can increase revenues online consistently and repeatedly.
Stephen and I discuss:
- Why you need to have a purpose for your podcast [00:38]
- The concept of a platform to grow your business revenue [00:57]
- The link between content creation and business development [03:34]
- How he uses a podcast to help other businesses [05:34]
- Relating dry sales to 8 kinds of mistakes [10:02]
- How to identify your target audience when you’re a corporate refugee [12:43]
- Stephen’s experience in communities [18:10]
Learn more about Stephen at
https://www.linkedin.com/in/stephenwoessner/
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Does Your LinkedIn Profile Generate Business? Featuring Tracy Enos
Tracy Enos is well-versed in making the best use of LinkedIn … and she has been for over a decade. She is on the front end of LinkedIn changes and is invited to sit in on brainstorming sessions when LinkedIn kicks around changes. She works with lots of professionals, entrepreneurs, and career types helping them substantially improve their profiles.
In today’s episode of Smashing the Plateau, you will learn how you can turn LinkedIn into a revenue-generating tool.
Tracy and I discuss:
- How Tracy became a LinkedIn expert [02:04]
- Common mistakes corporate refugees make with LinkedIn [10:33]
- How LinkedIn is different than your website [13:41]
- Personal vs. Business Profile [16:34]
- How you can use LinkedIn as a content creation tool [18:06]
- Tracy’s experience in communities [24:35]
Learn more about Tracy at https://theultimateprofilechecklist.com/ and connect with Tracy on LinkedIn.
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Fine Tune Your Customer’s Journey Featuring Paul Sokol
Deemed the “Mad Scientist” of sales & marketing automation, Paul Sokol has been involved in countless projects as a result of his world-class customer journey automation and advertising authority.
In today’s episode of Smashing the Plateau, you will learn how pattern recognition fuels your marketing and sales process.
Paul and I discuss:
- Paul’s background as an electrical engineer [01:42]
- Machine learning and advertising [03:09]
- Connecting everything to your customer’s experience [13:56]
- Learning new tools and adding the skillset to your business [18:22]
Learn more about Paul at https://bepro.events/linktree,
https://book.paulsokol.me
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The Smashing the Plateau Community
Remarkable Speaking Featuring Shelley Goldstein & Mark Bossert
As international speaking coaches and founders of Remarkable Speaking, Shelley Goldstein and Mark Bossert have trained thousands of people in over 40 countries from just about every industry on how to become confident and compelling speakers.
In today’s episode of Smashing the Plateau, you will learn how to unlock your inner voice to be seen, speak with intention and make meaningful connections anywhere, anytime about anything.
Shelley, Mark, and I discuss:
- How they learned storytelling [01:44]
- How to set the stage [05:09]
- Where storytelling can be most effective for corporate refugees [10:14]
- Where community experiences intersect with remarkable speaking [16:34]
- Their definition of community [21:18]
Learn more about Shelley and Mark at https://remarkablespeaking.com/, https://www.linkedin.com/in/shelleygoldstein, and https://www.linkedin.com/in/markbossert.
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Finding Your Unique Value as a Consultant Featuring Dave Saliaris
As an accomplished corporate business leader, Dave made a career of turning around underperforming business sectors through thought leadership, innovation, and the use of best practices.
Today he uses his 31 years of experience to empower companies to build sellable value through a private consultancy.
As a 𝘾𝙀𝙍𝙏𝙄𝙁𝙄𝙀𝘿 𝙀𝙓𝙄𝙏 𝙋𝙇𝘼𝙉𝙉𝙄𝙉𝙂 𝘼𝘿𝙑𝙄𝙎𝙊𝙍 |𝘾𝙀𝙍𝙏𝙄𝙁𝙄𝙀𝘿 𝙑𝘼𝙇𝙐𝙀 𝘽𝙐𝙄𝙇𝘿𝙀𝙍 Dave works with clients to create ultimate freedom, to own a valuable, sellable business, that’s not dependent on the owner – which means you can scale, sell, pass down or simply run as chairman without being involved day-to-day.
In today’s episode of Smashing the Plateau, you will learn how Dave discovered where his 31 years of experience as an accomplished corporate business leader would best serve his clients and himself.
Dave and I discuss:
- Dave’s 31-year career as an accomplished corporate business leader before he became an entrepreneur [02:23]
- How Dave’s experience led him to become a certified exit planning advisor and certified value builder [03:12]
- Finding what business model most suits your personal needs [08:21]
- Finding your ideal client [09:57]
- Avoiding a false revenue stream [11:49]
- How to do exit planning [14:33]
- Developing the right relationships [19:11]
- The benefits of community to a business owner [20:46]
Learn more about Dave at https://saliarisconsulting.com/, https://www.linkedin.com/in/davesaliaris/, and get in touch with Dave at dave@saliarisconsulting.com.
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Entrepreneurial Success After a Long Corporate Career Featuring Doug Thorpe
Since 2008, Doug Thorpe has been helping hundreds of leaders in all types of businesses find ways to be more effective, have greater influence, and build stronger teams.
He’s taken 30+ years of business ownership and leadership and put together an easy, common-sense approach to help with the business challenges of today.
In today’s episode of Smashing the Plateau, you will learn how you can set yourself up to build the business that supports your life goals.
Doug and I discuss:
- Why Doug left a career in banking [01:44]
- The importance of courage when making a leap [04:30]
- How his career evolved as an entrepreneur [06:58]
- Independent consulting and coaching are not like what is taught in business school [18:02]
- Community and business [19:41]
Learn more about Doug at https://dougthorpe.com
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From Caving in to Crushing It Featuring Drew Deraney
Because he endured four life traumas in a 9-month span without seeking support, Drew Deraney now knows asking for help is a strength.
He is dedicated to helping build a stronger man who is prepared to face adversity healthier and come through stronger, in more empowering ways.
After 30 years serving in the hospital/healthcare industry and as a franchise owner, he gave it all up to address men’s empowerment as the Men’s Real Catalyst Speaker, a new author, and a podcaster – From Caving In To Crushing It.
In today’s episode of Smashing the Plateau, you will learn how to turn unexpected professional and personal adversity into success on your own terms.
Drew and I discuss:
- Drew’s career [02:11]
- Faith-shaking events [05:14]
- Moving forward from that [09:58]
- Showing up with a new definition of success [15:57]
- Connection to community [22:29]
Learn more about Drew at https://profitcompassion.com/, https://from-caving-in-to-crushing-it.castos.com/, https://amzn.to/40dsbyR.
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Rebooting Your Career: Launching a Business After 50 With Tessa White
If you are past 50 and wondering if it’s “now or never” to start a business, or take that business risk, how do you prepare yourself for that journey? Or know if the risks are worth the reward?
Tessa White is a Reformed Fortune 50 HR executive who decided to work the other side of the problem and help people navigate the difficulties of working in corporate America.
Tessa Started a business in October of 2020 called The Job Doctor and quickly found her audience.
She now has over a million followers and teaches people how to get ahead without losing themselves and teaches companies and people how to balance out the power and have better partnerships.
As a side note, Tessa was 53 when she made this pivot and at the height of her career. She’d never been happier.
In today’s episode of Smashing the Plateau, Tessa and I discuss our careers and perspectives on work and life that may inspire you to be courageous in your next step and become more fulfilled in your own work and your life.
Tessa and I discuss:
- Our career journeys [03:09]
- How we felt when we leapt into entrepreneurship [14:53]
- The importance of connection [17:15]
- How to overcome a lull [21:45]
- How to overcome the fear of getting started [26:09]
Tessa has a new book out –The Unspoken Truths for Career Success. It is a workplace manual for how to navigate pay, promotions, and power at work.
Learn more about Tessa at https://thejobdoctor.com
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Leadership During Crises Featuring Jeffrey Buchanan
Lieutenant General Jeff Buchanan commanded US Army North (Fifth Army). After a 37-year Army career, he retired from active duty on September 1, 2019.
In today’s episode of Smashing the Plateau, you will learn how Jeff led complex combat and humanitarian operations and now is a leadership consultant to governments and companies.
Jeff and I discuss:
- Jeff’s career [02:19]
- The primary problem Jeff now solves [05:03]
- Leadership and trust [07:45]
- The value of humility [16:14]
- Connecting to community through common purpose [21:28]
Learn more about Jeffrey at https://jeffreysbuchanan.com.
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Three Steps to Double Your Website Revenue Featuring Michael Buzinski
Michael Buzinski is a decorated US Air Force veteran, life-long entrepreneur, digital marketing thought leader and best-selling author. He has built several small businesses, two multi-million-dollar enterprises, and marketed over 1200 companies.
In today’s episode of Smashing the Plateau, you will learn the Rule of 26: Three steps to double your website revenue.
Michael and I discuss:
- Three metrics that can double the revenue from your website [04:05]
- The simplicity behind Michael’s target niche [07:54]
- Don’t grow for growth’s sake [09:52]
- Focusing on what is scalable [12:39]
- Taking the complexity out of digital marketing [18:43]
- Michael’s experience with community [19:43]
- Community has to do with connecting [23:24]
Dubbed a “marketing visionary” by the American Marketing Association, Michael is on a mission to eradicate entrepreneurial poverty in America by simplifying the digital marketing strategy process with the Rule of 26. His revolutionary approach helps business owners avoid the time drain and frustration of managing profitable digital marketing campaigns.
Learn more about Michael at www.ruleof26.com and www.buzzworthy.biz.
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You Can Do Extraordinary Things Featuring Martha Wilson
After 27 years undercover with the CIA, Martha Wilson is an expert at helping ordinary people uncover their hidden drivers, derailers, and showstoppers so they can do extraordinary things.
In today’s episode of Smashing the Plateau, you will learn how you can do extraordinary things.
Martha and I discuss:
- Her career [02:08]
- Making the transition from CIA to business advisor [04:35]
- How Martha built a sustainable business [10:13]
- Where Martha has found community [14:08]
- A spy story [14:57]
Entrepreneurs and leaders hire Martha when the stress of running their business or career is starting to bleed over into the rest of their lives, and they are ready for that to stop.
Learn more about Martha and get a free copy of CIA Spy Secrets to Making Goals Work for You at: www.marthaawilson.com/stp.
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What is Success? Featuring Kiley Peters
Kiley Peters is a serial entrepreneur, small business strategist, executive coach, operations consultant, and brand marketer with nearly 15 years of industry experience. She is on a mission to help 1 million women build more financially free and fulfilling lives.
In today’s episode of Smashing the Plateau, you will learn how you can turn your unique strengths and skill sets into a profitable business to build the life you want and love the work you do.
Kiley and I discuss:
- Her career journey [01:47]
- The meaning of success [06:00]
- Determining what you want and how to get it [13:38]
- Being active in the community [19:31]
Learn more about Kiley at www.rayneix.com , www.kileypeters.com , https://www.instagram.com/welcometoeloma , https://www.instagram.com/the.100.co/
Learn more about the 100 Collective at https://www.the100co.com, and use the discount code SMASH.
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Own Your Value and Reach Your Highest Potential Featuring Analiza Wolf
Analiza Quiroz Wolf is an Executive Coach and Diversity, Equity, and Inclusion Facilitator.
She is committed to guiding leaders, especially women and people of color, and organizations to their highest potential.
In today’s episode of Smashing the Plateau, you will learn how to guide leaders, especially women and people of color, and organizations to their highest potential.
Analiza and I discuss:
- Her career journey [02:20]
- How past experiences lead to today’s focus [08:09]
- The unique challenges for women of color in leadership [09:33]
- The questioning of self-worth that’s inculcated as part of our culture [11:13]
- How to overcome the feeling of lack of self-worth [13:01]
- How working at your mindset can be a game changer [16:00]
- Community supporting your ability to thrive as a leader [19:03]
- Community as a place where you feel safe, feel seen, and you can share hard things [22:00]
Learn more about Analiza at www.analizawolf.com, www.linkedin.com/in/analizawolf/, and www.instagram.com/analizawolf/
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How to Reach Sustainability in Record Time Featuring Diane Tarshis
Diane Tarshis is the founder of Startup Distillery, where she provides one-on-one startup consulting and business planning to new (and new-ish) entrepreneurs who are experts in what they do but have never built a business before.
In today’s episode of Smashing the Plateau, you will learn how entrepreneurs who are experts in what they do but have never built a business before, can get the clarity and guidance they need to build a sustainably profitable business, get funded, and fast-track success.
Diane and I discuss:
- Why she focuses on startups [02:20]
- How to overcome the fear factor and think big enough [07:12]
- Why building sustainability in record time is so important [11:31]
- Why thinking about your financial structure makes a huge difference [17:16]
- Business success for solopreneur consultants [20:04]
- Diane’s experience with the Smashing the Plateau Community [27:34]
Diane’s background includes a Wharton degree as well as a broad corporate background that includes a stint on Wall Street as well as manufacturing, operations and retail, all of which informs the work that she does.
Learn more about Diane at https://startupdistillery.com.
Schedule a conversation with Diane at https://startupdistillery.com/calendar.
Thank you to our sponsor:
The Smashing the Plateau Community
How to be Seen, Heard and Found in Our Noisy Digital World Featuring Tom Hazzard
As a top influence strategist for speakers, authors & experts, Tom Hazzard helps major publications, sports stars, and entrepreneurial influencers ‘Brandcast’ their original messages via podcasting and videocasting.
In today’s episode of Smashing the Plateau, you will learn how you can become an influencer by knowing how to be found online.
Tom and I discuss:
- Tom’s creative career journey [02:24]
- The importance of turning ideas into products [12:36]
- How to reach more people with your message [15:40]
- The value of having a podcast [20:18]
- Success metrics for podcasters [24:10]
- Valuable community experiences [27:32]
Tom is a real inventor and successful product designer with over 40 US patents issued and pending.
He has been rethinking brand innovation for 30 years.
His latest SaaS (Software-as-aService) and MaaS (Marketing-as-a-Service) innovation, Podetize, reinvents podcast hosting, advertising, and brand marketing with an obsessive podcaster-centric focus on solutions to get hosts seen, heard, found, and rewarded in our noisy digital world.
Learn more about Tom at https://podetize.com and https://tomhazzard.com
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How to Buy or Sell a Consulting Business Featuring David Barnett
David has been working with small and medium-sized businesses for over 20 years. He has helped entrepreneurs buy and sell them. He has helped them grow. He has helped people finance them.
In today’s episode of Smashing the Plateau, you will learn how to achieve greater financial success as a solopreneur through the transactions of buying or selling a business.
David and I discuss:
- David’s career [02:25]
- How David developed multiple revenue streams [06:44]
- The team that supports his business [11:21]
- How purchasing a consulting business can accelerate your success [11:56]
- David’s experience as a community member [21:59]
David is the author of 8 books about small business transactions and local investing.
He is the host of a YouTube channel with hundreds of videos about buying, selling, financing, and managing small and medium-sized businesses.
Learn more about David at www.DavidCBarnett.com
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Why You Need Psychological Safety to Feel Successful Featuring Teresa Mitrovic
Teresa Mitrovic is the Founder of Oro Collective, a leadership learning consultancy which helps leaders develop the skills to achieve exceptional outcomes while creating a culture they can feel proud of leading.
In today’s episode of Smashing the Plateau, you will learn how the experience you are having as an entrepreneur is connected to the tangible performance outcomes you measure.
Teresa and I discuss:
- Teresa’s career [02:30]
- The courage to pursue different kinds of professional experiences [11:58]
- Soft skill metrics as the lead indicators for business performance [21:02]
- Balancing metrics with the experience you are having as an entrepreneur [22:28]
- Communities we serve and communities we belong to [24:43]
- The four Cs of trust – what do you do and who you are being [27:10]
Teresa began consulting after a career in senior leadership roles with Hasbro, The Walt Disney Company, and Universal Pictures. Teresa has delivered keynotes and workshops and coached leaders from all walks of life.
A recognized expert in psychological safety, trust, and performance, Teresa also authored The Currency of Connection – how trust transforms life, relationships, and work.
Learn more about Teresa at:
https://www.orocollective.space/
The Psych Safety Project: https://www.linkedin.com/newsletters/the-psych-safety-project-6892397826123423744/
Special gifts:
$75 discount off courses at https://www.orocollective.space/smashing-the-plateau
Free copy of Self-Trust
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How to Avoid the Money Suck of the Online World Featuring Juliet Clark
Juliet Clark is a six- time author, speaker and podcaster who has spent the last twenty years helping authors, coaches, speakers, and small businesses all over the world build expert audiences.
Juliet and I discuss:
- Juliet’s background [02:06]
- What experts need to know about self-publishing [05:17]
- Your book as a nurturing tool [06:49]
- Influencers who are great marketers, yet not great at delivering results [12:02]
- Juliet’s platform-building process [14:57]
- What community means [24:27]
Juliet is the founder of Superbrand Publishing, a hybrid publishing house.
She started out as a mystery novelist and is best known for her books Gypsy, Granny Heist, Dead by Dawn, and Pitchslapped.
At age 46, Juliet received a black belt in Tae Kwon Do and is an avid hiker and golfer.
Learn more about Juliet at:
https://www.linkedin.com/in/julietdillonclark/
https://podcasts.apple.com/us/podcast/promote-profit-publish/id1445478653
www.breakthroughauthormagazine.com
https://buildyourauthoravatar.com
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How to Get a Return on Your Investment in Digital Ads Featuring Jennifer Spivak
Jennifer Spivak is the CEO of The AdGirls Agency, an all-female Facebook Ads agency.
She has helped hundreds of businesses generate millions of dollars on Facebook & Instagram, with many seeing a 1000%+ return on their ad campaigns.
In today’s episode of Smashing the Plateau, you will learn the 4 messaging points that will differentiate your digital ads from everyone else.
Jennifer and I discuss:
- How she landed in the niche of digital ads [02:11]
- Who Jennifer’s system is not good for [07:13]
- Who Jennifer’s system is good for [08:26]
- The core elements of her digital ad process [10:38]
- How Jennifer developed her process [16:32]
- How to mitigate the risk of being platform-specific [18:58]
- When COVID hit, the benefit of being connected to communities [23:37]
Jennifer’s team enjoys crunching data, helping women-owned businesses make money, and breaking the rules of Facebook ads.
Jennifer has been featured in Forbes & The New York Times, listed as a Top Facebook Ads Manager to Watch in 2019, and is an adjunct professor of digital marketing at The City College of New York.
Learn more about Jennifer at
https://jenniferspivak.com/million-dollar-agency/
25% off online course with the discount code: SMASH
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How to Get More Clients and Earn More Money by Design not by Accident Featuring Bill Doerr
Bill Doerr is the Chief Connection Officer at SellMore Marketing.
In today’s episode of Smashing the Plateau, you will learn how to get more clients and earn more money by design not by accident.
Bill and I discuss:
- Bill’s background [02:01]
- The basic elements of Bill’s process [09:46]
- How to generate 10-15 introductions per month of the people who can best understand the value, desire, and afford the kind of services you want to sell [15:31]
- How Bill has benefitted from his interactions with communities [28:29]
Bill’s service helps clients do 3 things:
- SEE . . . MORE PEOPLE overall, than they do now
- SEE . . . MORE PROFITABLE PEOPLE, and
- FOLLOW-UP . . . with KEY PEOPLE for their business.
Bill is an ATD-certified coach who built his career in sales and marketing positions that reflect his passion for people and business.
He likes to say, “Thanks to the internet and a headset, I can work with clients anywhere, anytime to help them grow their business by design, not accident!”
Learn more about Bill at http://GetNewClientsNOW.com.
Thank you to Our Sponsors:
The Smashing the Plateau Community
How to Design Work to be Fit for Humans Featuring Thomas Bertels
Thomas Bertels is the president and founder of Purpose Works Consulting and is on a mission to make work more productive, valuable, meaningful, and impactful. He has 25 years of experience helping clients transform their organizations and achieve lasting performance gains.
In today’s episode of Smashing the Plateau, you will learn how to use your unique skills and experiences to do what you love and are most competent at doing and to make a huge impact on your clients.
Thomas and I discuss:
- Thomas’ career [02:05]
- What it means for work to be more fit for humans [04:05]
- The methodology to make work more fit for humans [08:50]
- How Thomas has managed his own career transitions [11:45]
- Reaching out to colleagues for help and participating in communities [15:42]
- Community as a group of people that have something in common and are watching out for each other [19:50]
Thomas has worked with clients ranging from Fortune 500 companies to start-ups across a broad range of industries and around the globe. He is the author of three books and a recognized thought leader on process improvement.
Learn more about Thomas at www.purpose.works.
Get in touch with Thomas at info@purpose.works.
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How to Turn Relationships into Business Success Featuring Paul Brubaker
In today’s episode of Smashing the Plateau, host David Shriner-Cahn interviews business leader Paul Brubaker about networking and building real relationships that lead to growing revenue. Paul discusses his career, which has included time in finance and operations as well as consulting and offers advice on how to approach networking in a way that leads to successful relationships. He emphasizes the importance of building trust and being honest about what you can and can’t deliver, as well as knowing when to refer others to people who have the expertise you lack. Paul also talks about the value of being part of a consulting community that can help you develop the skills you need to succeed in your business.
Episode Outline
- Introduction to Paul Brubaker and his background in finance, operations, and consulting
- Discussion of the importance of networking and building real relationships in growing revenue
- Tips on how to approach networking in a way that leads to successful relationships
- The value of trust and honesty in building relationships with clients and colleagues
- The role of a consulting community in helping to develop skills and expertise
- Conclusion and wrap-up of key takeaways from the interview with Paul Brubaker
Learn more about Paul at paul.brubaker@icloud.com.
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How to Transform Your Relationship with Money Featuring Mikelann Valterra
In this episode of Smashing the Plateau, host David Shriner-Cahn speaks with money coach Mikelann Valterra about the importance of financial planning and creating a spending plan. Mikelann discusses her background in economics and psychology, and how she became a money coach after discovering the field of financial psychology. She explains that a money coach focuses on both the practical and emotional aspects of managing money and differs from financial planners and credit counselors.
The conversation turns to the topic of spending plans and how they can help individuals manage their finances and reach their goals. Mikelann shares some practical tips for creating a spending plan, including setting clear financial goals, tracking spending, and building in flexibility. She emphasizes the importance of emotional intelligence in financial planning, and how it can help individuals overcome obstacles and design the life they want.
In conclusion, Mikelann encourages listeners to take control of their finances and create a spending plan that works for them. She emphasizes the importance of financial planning in achieving personal and financial goals and living a fulfilling life.
- Introduction to Mikelann Valterra, expert in the field of financial psychology and money coaching.
- Mikelann discusses her background in economics and psychology, and how she became a money coach.
- David asks Mikelann to explain what a money coach is and how they differ from financial planners and credit counselors.
- Mikelann talks about the importance of emotional intelligence in financial planning and how it can help individuals design the life they want.
- The discussion turns to the topic of spending plans and how they can help individuals manage their finances and reach their goals.
- Mikelann shares some practical tips for creating a spending plan and sticking to it.
- The conversation wraps up with some final thoughts from Mikelann on the importance of financial planning and how it can help individuals live a more fulfilling life.
Learn more about Mikelann here:
https://seattle-money-coach.mykajabi.com/how-to-stop-stress-about-money-create-life-you-love
https://www.instagram.com/seattlemoneycoach/
https://www.facebook.com/MikelannSeattleMoneyCoach
https://www.linkedin.com/in/mikelannvalterra/
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