19 | Niki Erb | What Happens When You Value People and Trust in a Greater Purpose episode artwork

EPISODE · May 28, 2024 · 36 MIN

19 | Niki Erb | What Happens When You Value People and Trust in a Greater Purpose

from Wealthy Advisor Mindset · host Nina Cooke

In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by Niki Erb, financial advisor with Insight Folios.In this fascinating conversation, Niki shares insights from her successful career spanning sales, operations, and financial advisory. The conversation highlights the importance of prioritizing people, and how genuine care and effective listening can drive success in any field. You'll learn how a mindset of service and empathy has been pivotal for Niki in overcoming challenges. Discover the value of having difficult yet honest conversations, the benefits of a strong support network, and the willingness to seek help and learn from others.Niki also offers her thoughts on broader life lessons, such as trusting in a higher purpose and finding fulfillment in making a positive impact. She believes that true success comes from serving others and maintaining a balance between professional ambitions and personal values.If you've enjoyed this episode of The Wealth Advisor Mindset podcast, be sure to leave a review and subscribe today!What You Will Learn In This Show:Why listening to clients and caring about their needs is essential for success in sales and financial advising.Why 'servant leadership' leads to greater commitment and effort from both clients and team members.Coping with rejection in sales, the importance of confidence, learning from each experience, and viewing every 'no' as a step closer to the next 'yes.'How building trust by genuinely serving clients, even if it means not making a sale, can lead to long-term benefits and referrals.How faith and trust in God's plan have guided Niki's career decisions, leading to a fulfilling balance in her professional and personal lives.The importance of serving others and making a positive impact, which leads to both personal and professional fulfillment.And so much more...Resources:Niki's LinkedInInsight Folios

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19 | Niki Erb | What Happens When You Value People and Trust in a Greater Purpose

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Kaizen Blueprint Aldo Chandra "Kaizen" is a Japanese term for continuous improvement. This podcast provides a blueprint to learn about health, wealth, relationships and everything else in between. Through our podcast, we strive to inspire, educate, and motivate our audience to cultivate a mindset of lifelong learning, productivity, and personal development. By sharing insights, strategies, and practical tips, we aim to guide listeners on their journey towards realizing their fullest potential, fostering success, and creating lasting positive change. The Syndicate Blogcast: Startups | Startup Investing | Tech News | Angel Investors | VC | Venture Capital | Private Equity | Crowdfunding | Fundraising Matt Ward - Serial Entrepreneur | Angel Investor | Startup Advisor | Amazon Ecommerce The Syndicate Blogcast show is an extension of The Syndicate podcast, featuring long form articles on the future technology, ecommerce, business and life. The mini-sodes deconstruct high level startup, business and tech issues to help investors and operators better understand and win the market. Recurring topics include: Facebook, Google, Amazon, Apple, Ecommerce, Blockchains, ICOs, Cryptocurrencies, Marketing, Fundraising, Venture Capital, Startup Challenges, Business Development and more. The Blogcast comes in addition to The Syndicate - the place where investors and startups combine to create crazy businesses and even crazier returns. The Syndicate podcast is a deep dive on the angel investors and VCs behind the big name startups. We interview the best and brightest investors, syndicate leads, GPs, limited partners and startup founders to create an original, off the cuff discussion on startup investing. The Purposeful Career Podcast The Purposeful Career is the go-to podcast for women at mid career who want to elevate or reinvent all or part of their work or life. We do this by first getting clear about what they want and then about the next level person they need to become in order to have it. This is about deep mindset and self-image work. And when you mater it, you'll not only up-level your career, you'll have the power to completely transform your life. Join brand strategist, founder and coach, Carla Hudson, as she shares strategies, tips and tools for helping you create the extraordinary career and life you're dreaming of.   Unshamed & Unchained: Carving Space For Self-Healing & Habit Transformation Danny Poelman Welcome to "Unshamed & Unchained: Carving Space For Self-Healing & Habit Transformation", the podcast where we break the chains of shame and societal expectations to create a safe space for self-healing, habit transformation, and personal growth. Hosted by a seasoned life coach, Danny Poelman DDS, with years of hands-on experience, this podcast is your guide to reclaiming your voice, embracing your story, and living life on your terms.In each episode, we dive deep into the topics that matter most to you—whether it's:-breaking free from unwanted habits like pornography-excessive people-pleasing-healing from past trauma-recovering from narcissistic abuse or religious/relational trauma-anxiety/depression-money mindset blocks-overcoming limiting beliefsWe’re not afraid to talk about the things that are often considered taboo, because we believe that through honest, unfiltered conversations, real transformation happens.You’ll hear real

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This episode was published on May 28, 2024.

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In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by Niki Erb, financial advisor with Insight Folios.In this fascinating conversation, Niki shares insights from her successful career spanning sales, operations, and financial...

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