Money Mindset That Changes Everything | Anna Felix | Ep 702 | Throwback

"Be open to new things. Don't be fearful of them." - Anna FelixJoin Niiamah (@niiamahashong) and Anna Felix for a powerful throwback conversation about breaking financial molds and creating empowered clients. Anna shares her journey from personal tragedy to becoming the financial advisor she wished she had found during her own time of need.Welcome to the Outlier's Edge Podcast, hosted by Niiamah Ashong, Founder of Outlier's Edge and Sherpa of the World of Difference. On this podcast, you'll join other high-performing unconventional leaders and entrepreneurs (aka Outliers) as they talk about leveraging what makes them different to make a difference in the world.--Check out the video episode on YouTube!--Timestamps:00:00 Podcast intro00:19 Host introduces himself00:31 Introducing Anna Felix01:01 Breaking the mold concept01:35 Anna's approach to money02:00 Anna's introduction02:08 How they connected03:08 Relationship building approach04:29 LinkedIn connection strategy05:30 Who is Anna professionally?06:47 Anna's personal story begins07:56 Car accident aftermath08:49 Family health challenges09:25 Husband's passing09:48 Financial uncertainty feelings10:15 Seeking financial help10:26 Advisor's shocking comment10:56 Becoming what she sought11:52 Industry realization12:20 Finding aligned company13:15 Putting clients first experience14:38 Company values alignment15:58 Client-first philosophy16:49 Value-based approach17:56 Human-centric approach19:15 Offering holistic options21:15 Starting with basics22:33 Life insurance example24:04 Asking about dreams24:44 Couple's RV story27:16 Possibility creation concept28:22 Retirement possibilities29:35 Paint discovery story30:58 Importance of possibilities31:59 Creating vs. solving33:06 More vs. less mindset34:23 Anna's future projects35:34 Book chapter opportunity35:51 Systematizing challenge37:16 Client experience preservation38:38 Anna's personal dreams39:11 Creating family freedom40:46 Portuguese heritage connection42:52 Freedom creation goal43:54 Traveling while working44:57 High-touch connection importance46:20 How to connect with Anna47:38 Final takeaway message53:36 Closing masterclass invitationFollow Outlier's Edge Socials:Facebook | Instagram | LinkedIn | YouTube | Website | Guild CommunityThis episode was initially published on: 7/19/2022