• Advance Your Wealth With Homer Smith

  • By: Homer Smith
  • Podcast

Advance Your Wealth With Homer Smith  By  cover art

Advance Your Wealth With Homer Smith

By: Homer Smith
  • Summary

  • Advance Your Wealth With Homer Smith provides you and your business with the financial advice needed to make calculated decisions moving forward. With over 18 years of industry experience, Homer Smith, Private Wealth Advisor with Konvergent Wealth Partners, understands the importance of a commitment to customer service and strives to help clients pursue their financial goals towards aspirations and retirement. Each episode we'll take a deep dive into a different complex topic surrounding personal and business wealth management. So sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and topics. Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor.
    Copyright 2024 Homer Smith
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Episodes
  • Remove the Film and Create Exponential Growth
    Jun 19 2024

    Today we are joined by Chad Jenkins, CEO and founder of SeedSpark. Seeking exponential growth is difficult for most entrepreneurs. Many times, business owners may get laser focused on the wrong areas which could lead to missing out on great opportunities. Chad and Homer break down ways to remove the film over your eyes and see opportunities clearly.

    This and more on today's episode of "Advance Your Wealth."

    Chapters:

    0:00 - Introduction and overview on the topic of the day

    2:10 - Collaboration vs. Competition

    5:40 - Chad's Hero Target and Creating Value

    9:20 - The Benefit of Outside Perspective

    12:50 - Levels of Friction

    17:15 - New Rate Plans Example and Innovation Solutions

    20:00 - Leveraging The Market

    25:30 - Common Components Business are Missing

    34:10 - How to Connect with Chad Jenkins

    35:15 - How to Connect with Homer Smith

    35:30 - Closing remarks

    Connect with Homer Smith:

    Facebook

    LinkedIn

    Website

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    38 mins
  • Is it Time to Stress Test Your Business Planning
    May 28 2024

    Often times, preparation and thorough planning is seen as the safeguard to a successful business. However, there comes a point where the plan can become stale and out-of-date. Many business owners and entrepreneurs may want to update their business plan but don't know what to look for in terms of weak points. That's where Homer comes in with this episode of Advance Your Wealth.

    Join us today to learn how to stress test your business plan and better prepare for the unknown future.

    Chapters:

    0:00 - Introduction and overview on the topic of the day

    1:40 - Homer Smith on Stress Testing

    2:50 - What Does a Good Stress Test Look Like

    4:40 - Who is Qualified for Stress Testing

    6:30 - Areas to Focus on in Your Planning Check-up

    10:05 - Selling Your Business and Exit Planning

    17:05 - When to Go Through a Stress Testing Process

    19:10 - Getting the Outcome That You Want

    19:45 - How to connect with Homer Smith

    20:00 - Closing remarks

    Connect with Homer Smith:

    Facebook

    LinkedIn

    Website

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    21 mins
  • The Power of Possibility
    May 14 2024

    In a world often dominated by limitations and barriers, it's time to shift our focus towards what's possible. Join us in this illuminating episode as we delve into the realm of possibility with our esteemed guest, Chris Smith, Founder of The PSBLTY Co. Chris brings a wealth of experience working with successful entrepreneurs and business owners, helping them navigate through challenges and unlock the full potential of their lives.

    In this conversation, we'll explore why it's crucial to prioritize possibility over limitations and how this mindset can revolutionize our approach to life and business. From reframing setbacks as opportunities to embracing uncertainty with open arms, Chris shares invaluable insights and strategies to inspire listeners to dream bigger and reach higher.

    Chapters:

    0:00 - Introduction and overview on the topic of the day

    1:23 - Homer working closely with Chris and his team over the years

    3:18 - Possibility versus limitation

    6:50 - Over-focusing on what's not working in your life and business

    10:49 - "I don't matter. I'm not enough. I'm not worthy."

    15:09 - A story from Chris helping to coach a high school basketball team

    18:39 - Recognizing the importance of positive reinforcement and speaking possibility into people

    24:35 - You matter, you're worthy, and you belong!

    27:24 - How to connect with Chris Smith online

    27:53 - Closing remarks


    Connect with Homer Smith:

    Facebook

    LinkedIn

    Website


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    30 mins

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