Creating margin in your business, finances and life with Rob West

Host of the nationally-syndicated show, MoneyWise and cofounder of the MoneyWise App, Rob West has helped millions take control of their personal finances and invest in a better, sounder future for themselves and their loved ones.Having personally grown a team of wealth advisors to prominence, Rob West was invited to swerve as the President of Kingdom Advisors in 2003, a growing community of like-minded financial planning professionals committed to helping their clients not only become financially independent, but manage their growing wealth in alignment with their deepest-held values.Well spoken, thoughtful, and generous as they come, it’s no surprise that Rob West has played a significant role in inspiring a new generation of entrepreneurs, investors, and everyday professionals committed to serving their families, communities, and the larger world.In This EpisodeDale and Rob discuss…The four big ideas of wealth management: money to live on, money to give, money that’s owed, and money to growThe importance of having a plan in place for unexpected financial turbulenceThe impact finances have on relationships, and the importance of being financially transparent with our loved onesThe benefits of a financial planning approach that prioritizes values-matchingSynergies between mortgage and personal finance professionals in serving consumersOpportunities for growing your portfolio of referral sources amongst personal finance professionalsDeveloping healthy life rhythms to balance personal and professional goalsRob’s closest mentors and the impact Kingdom Advisors founder Ron Blue, has had on his life and careerSoundbites“In my experience, every financial planner, and this was certainly true for me, needs a trusted mortgage professional that they have confidence in because this is let's be honest, the largest transaction their clients will ever have, and they don't want to hand them off to anybody. And so having that relationship is key.” — Rob West“focus on only what you can do and where you can add the most value to your business and still be able to win at work and succeed at life. A lot of people will do one and forsake the other. I believe you can do both.” — Rob West“It can have a tendency to become the end. Right? Money is the aim. It's no longer the tool to accomplish what I believe I'm supposed to accomplish. And when it becomes the end in and of itself, which is not its proper role, it has a grip on our lives that can be really unhealthy. And generosity, the act of holding it loosely, and giving generously to participate in the lives of helping others just brings not only incredible joy but also it loosens the grip of money over your life so you can live with freedom and contentment and joy.” — Rob WestConnect with Rob WestConnect with Rob LinkedInListen to MoneyWiseDownload the MoneyWise AppJoin a Kingdom Advisors Study GroupConnect with Dale Vermillionhttps://linktr.ee/dalevermillionFind this conversation valuable?Consider leaving a 5-star review on Apple Podcasts. Every review helps us reach more professionals like you.