In this episode, Angie guides listeners through a mid-year check-in to assess their progress and make adjustments for the rest of the year. Angie emphasizes the importance of having awareness and clarity in order to create the year you want. The episode includes six powerful questions to help listeners reflect on their goals, time allocation, satisfaction, contributing factors to success, obstacles, and achievements. Angie encourages listeners to take responsibility for their choices and decide what actions, if any, they want to take based on their reflections. Takeaways

• Take the time to reflect on your progress and satisfaction with your goals and overall year
• Identify where you have been devoting the most time and consider if there are areas you want to prioritize in the second half of the year
• Rate your satisfaction with your year so far on a scale of 1 to 10
• Recognize and acknowledge the factors that have contributed to your success
• Identify and address the obstacles that have been getting in your way
• Celebrate and be proud of your achievements, regardless of how big or small

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Mid-Year Check-In Assessment. If you complete the one above, it will come to Angie, and she will send you some feedback!

If you'd rather print it and not share, you can download the Mid-Year Check In PDF

In this episode, Angie Wisdom interviews Matt Halloran, co-founder of Proud Mouth, about the challenges financial advisors face in marketing themselves and the importance of being authentic. They discuss the impact of social media, the need for 20 touch points to build relationships, and the shift from product-focused selling to advice and relationship-focused marketing. Matt shares the perfect content formula and the importance of storytelling, entertainment, education, and call to action in content creation. They also explore the significance of authenticity, attraction marketing, and the grind of outdated marketing methods. The conversation covers the challenges and strategies of content marketing, emphasizing the shift in marketing dynamics and the importance of authentic, organic content. It also delves into the significance of building relationships, leveraging referrals, and the impact of content marketing on client acquisition and growth. The conversation concludes with insights on personal branding, delegation, and the value of professional development for team members.

Takeaways

• Financial advisors can overcome marketing restrictions by being authentic and following compliance guidelines.

• Building relationships in the digital age requires 20 touch points, emphasizing the need for an ever-present and omnipresent online presence.

• The shift in financial advising from product-focused selling to advice and relationship-focused marketing is essential for attracting and retaining clients.

• The perfect content formula includes storytelling, entertainment, education, and a call to action, providing a framework for effective content creation.

• Authenticity and attraction marketing play a crucial role in building trust and connecting with clients, while outdated marketing methods can make client acquisition more challenging. Content marketing is not an instant gratification strategy and requires a long-term approach.

• Authentic, organic content is essential for reaching and engaging with the target audience.

• Leveraging referrals and building relationships are key components of successful content marketing.

• Delegating marketing responsibilities to team members can empower and support the growth of the business.

• Professional development and education for team members can enhance their ability to support the business's marketing efforts.

Connect with Matt Halloran:

@proudmouth on Instagram

www.proudmouth.com

https://www.linkedin.com/in/matthalloranpm/

In this conversation, Angie Wisdom and Kim O'Hara discuss the importance of sharing personal stories, the challenges of writing and sharing one's story, and the impact of storytelling on personal growth and external influence. They explore the significance of understanding and embracing one's story, the cathartic nature of storytelling, and the impact of personal stories on others. They also delve into the mindset and confidence required for sharing a story, the process of writing and editing, and the value of reading and storytelling in personal and professional development. The conversation dives into the impact of personal stories and the process of writing a book. It explores the influence of past experiences on present identity, the role of parental influence, and the significance of excavating one's story. It also discusses the challenges of vulnerability, the evolution of the writing process, and the importance of intentional writing.

Takeaways:

• Understanding and embracing one's personal story is essential for personal growth and self-awareness.

• Sharing personal stories can have a cathartic effect and can impact others in profound ways.

• The process of writing and sharing a personal story requires mindset, confidence, and a willingness to confront discomfort.

• Reading and storytelling play a significant role in personal and professional development, enhancing vocabulary, intelligence, and communication skills. Our past experiences shape our present identity and influence our choices.

• Writing a book involves excavating one's story and embracing vulnerability.

• The writing process evolves, and intentional writing is essential for impactful storytelling.

• Sharing personal stories can have a profound impact on others and bring about positive change.

Connect with Kim O’Hara:

@kimoharacoach

@kimoharabooks

https://www.linkedin.com/in/kimoharacoaching/

kimohara.com

kimoharabooks.com

Summary

Dr. Gigi Kroll discusses the misconceptions and lack of information surrounding perimenopause and menopause. She explains that the lack of education and research in this area is due to historical factors and the Women's Health Initiative study. However, there is now a shift towards prioritizing women's health, and more funding is being allocated to menopause care. Dr. Kroll emphasizes the importance of education and finding reliable sources of information. She also discusses the symptoms of perimenopause and the individualized nature of the experience. Treatment options, including lifestyle changes and hormone therapy, are explored. Dr. Gigi Kroll discusses the importance of educating women about perimenopause and menopause, as well as the misconceptions surrounding hormone replacement therapy. She emphasizes the need for better resources and education for women going through these transitions. Dr. Kroll also highlights the importance of proactive and preventative care, including lifestyle changes, nutrition, and supplements. She discusses the role of vitamin D, magnesium, and fiber in maintaining overall health. Additionally, she addresses the misconceptions around estrogen and the benefits of Botox and fillers for skin and hair health.

Takeaways

• There is a lack of education and research surrounding perimenopause and menopause, leading to misconceptions and misinformation.

• The Women's Health Initiative study created fear and halted progress in menopause research, but there is now a shift towards prioritizing women's health.

• Symptoms of perimenopause are individualized and can include hot flashes, mood changes, cognitive difficulties, sleep disturbances, musculoskeletal symptoms, and urogenital symptoms.

• Treatment options for perimenopause include lifestyle changes such as exercise, stress reduction, and good sleep hygiene, as well as hormonal and non-hormonal therapies.

• It is important to find reliable sources of information and to advocate for oneself when seeking treatment for perimenopause symptoms. There is a need for better resources and education for women going through perimenopause and menopause.

• Proactive and preventative care is important for maintaining overall health during these transitions.

• Lifestyle changes, nutrition, and supplements can play a significant role in managing symptoms and improving quality of life.

• Vitamin D, magnesium, and fiber are key supplements to consider for bone health and overall well-being.

• There are misconceptions surrounding estrogen and hormone replacement therapy, and it is important to understand the benefits and risks.

• Botox and fillers can be effective for improving skin and hair health, but more research is needed on fillers.

Connect with Gigi Kroll:

@drgigikroll

www.newportcenterwomenshealth.com

Summary:

In this episode of Sharing Wisdom, host Angie Wisdom interviews Kathryn Gordon, the author of Relationship Grit, about the challenges and importance of maintaining strong relationships. Kathryn shares her personal experiences and the common themes she discovered while talking to couples on the verge of divorce. She emphasizes the four C's of a successful relationship: communication, connection, commitment, and care. Kathryn also discusses the role of faith and prayer in her own marriage and the power of investing in and doing things together as a couple.

Takeaways:

• Communication is the key to a successful relationship. Many couples struggle with basic communication, which can lead to issues and misunderstandings.

• The four C's of a strong relationship are communication, connection, commitment, and care. These elements form the foundation for a healthy and lasting partnership.

• Bringing faith and prayer into a relationship can strengthen the bond between partners and provide a sense of unity and purpose.

• Investing time and effort into a relationship is crucial. Small sacrifices and consistent actions can have a significant impact on the overall health and happiness of a couple.

• Remember that you and your partner are on the same team. It's important to approach challenges and disagreements with a mindset of collaboration and mutual support.

Connect with Kathryn Gordon:

https://kathrynforreal.com/

https://podcasts.apple.com/us/podcast/kathryn-for-real/id1586074362

https://www.instagram.com/kathryngordon/

Relationship Grit: A True Story with Lessons to Stay Together, Grow Together, and Thrive Together (Jon Gordon)

In this episode, Angie emphasizes the importance of creating a strong relationship with yourself in order to maximize personal potential and success.

She highlights the need for internal work and self-awareness before focusing on external skills and information.

Angie shares her own journey of realizing the significance of the relationship with yourself and how it transformed her life.

She highlights how you can use the Morning Mindset Journal as a tool to develop self-awareness, mindset control, and intentionality. If you’re ready to prioritize your relationship with yourself, don’t miss this episode that offers practical steps to start building your most important 10 out of 10 relationship.

Get the morning mindset journal here: https://angiewisdom.com/product/start-with-you-100-day-morning-mindset-journal/

"You can have it all. You can. You just wanna be intentional with where you're spending your time and being present with the people that matter to you."

This week on Sharing Wisdom, Mike Sjogren shares his journey from being a CPA to building a successful business in the short-term rental community.

He started with a small two-bedroom condo and scaled his business by finding property owners who didn't have time to manage their properties and offering to run everything for them. Mike emphasizes the importance of clarity and self-image in achieving success.

Mike's story highlights the power of mindset and perseverance in building a thriving business. He emphasizes the need to take imperfect action, overcome fear of rejection, and detach from results. He admits that the concept of work-life balance and how it is an illusion, and instead emphasizes the importance of understanding the season you are in and being intentional with your time and priorities.

Mike also shares his non-negotiables, such as self-care and family time. He then dives into the topic of short-term rentals and explains the different ways to get involved, including buying properties, renting and re-renting, and co-hosting.

He highlights the benefits of co-hosting and how it can be a faster path to building a portfolio. Mike concludes by offering three key takeaways: knowing what you want, having a mentor, and being comfortable with discomfort.

Connect with Mike on Instagram here: https://www.instagram.com/mike.sjogren/

In this episode, you get a one-on-one coaching session from your host, Angie Wisdom, who addresses the challenges of decision-making and the impact it has on our mental bandwidth and energy. She emphasizes the importance of setting boundaries and guidelines for decision-making to avoid decision fatigue.

Angie also explores the role of values in making decisions and highlights the need to align decisions with our values. She delves into the influence of our subconscious mind and past experiences on decision-making and suggests reprogramming our subconscious with new stories and beliefs.

Watch until the end to get some practical steps to make decisions more consciously and intentionally.