For those of us with a modest income, having the financial freedom and flexibility to help others seems unlikely.

But if we approach financial planning with purpose and intention, we can support our families, achieve financial independence, and still have the margin to take care of others.

Chad Hufford is the bestselling author and top-ranked financial planner behind Veritas Wealth Management, a boutique financial planning firm that serves families across the US.

Chad brings a coaching mindset and the heart of a teacher to financial planning and investing, empowering people to become better investors and live a more intentional and abundant life.

On this episode of Leading Visionaries, Chad joins Anjel to explain what inspired his interest in wealth management and describe the challenges he faced starting his business during the Great Recession.

Chad offers advice on reframing failure as experimentation in your early days as an entrepreneur and discusses how to build the confidence to take your business in a new direction.

Listen in for insight on Chad’s vision to change the culture of finance in our communities and learn how to produce financial independence by way of an intentional plan.

Why Chad recast his vision from medicine to wealth management

The challenges Chad faced in building a business during the Great Recession

How Chad’s self-leadership parallels the way he leads his clients

Why Chad emphasized inputs rather than outcomes when he started his business

How to reframe failure as experimentation and make peace with imperfection

Why Chad’s favorite clients are the ‘blue collar millionaires’

Chad’s success story of a client who saved with intention and has the means to help others

Chad’s vision to change the culture of finance in our communities

How to build the confidence to take your business in a new direction

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Forging Financial Freedom by Chad Hufford

Be Heard by Millions and Live Your Destiny: A Creative Age Leader’s Guide to Speak, Sell, Serve & Succeed by Anjel B. Hartwell

Visionaries are typically celebrated only after our ideas become reality. But in the beginning stages, we’re often isolated or misunderstood.

In the past year, Leading Visionaries has built a supportive space for both established and aspiring innovators, offering affirmation and encouragement for those of us harboring new ideas.

On this minisode of Leading Visionaries, Lou Diamond, CEO of ThriveLouD, joins Anjel to celebrate the first year of the podcast and describe the diverse range of guests Anjel has featured on the show.

Anjel explains how she’s benefitted from hosting Leading Visionaries and shares some of the most meaningful moments in the first year of the podcast.

Listen in for insight on what’s next for the Leading Visionaries platform and learn why it’s important to celebrate your own milestones in the content creation process!

Anjel’s superpower in being able to connect with people quickly

How hosting Leading Visionaries has helped Anjel expand her own vision and improve her self-leadership

The diversity of industries and life stages among Anjel’s guests on the podcast

Anjel’s intention to spotlight visionaries at all stages of the process

How the podcast creates a safe space for aspiring visionaries to be affirmed and applauded

Why it’s important to celebrate milestones in content creation

Anjel’s appreciation for her team, guests and listeners of Leading Visionaries

What’s next for Anjel and the Leading Visionaries podcast

Some meaningful moments in the first year of Leading Visionaries

ThriveLouD with Lou Diamond

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Alara Sage on Leading Visionaries EP012

Dr. Ellen Albertson on Leading Visionaries EP002

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Be Heard by Millions and Live Your Destiny: A Creative Age Leader’s Guide to speak, Sell, Serve & Succeed by Anjel B. Hartwell

When a business coach realized that Dr. Dia Burger’s MedSpa was doing twice as much business as her colleagues in larger cities, she was called to train them on her business model.

But for Dr. Dia, it’s about more than just building profitable businesses. It’s also about raising industry standards, so that patients are safe and happy with the work you do.

So, how do you build a lucrative business and become an industry leader like Dr. Dia?

With 28 years as a medical doctor, Dr. Dia Burger transitioned to medical cosmetics 18 years ago, earning her the moniker The Sculptor for her face-shaping expertise.

As a Master Injector and Medical Director for 50-plus MedSpas, Dr. Dia is on a mission to enhance industry standards globally, training spa owners to prioritize client safety, technique refinement and team building.

On this episode of Leading Visionaries, Dr. Dia joins Anjel to share her journey from GP to medical cosmetics and explain why the works she does is about ‘more than just looking pretty.’

Dr. Dia discusses her vision to change the face of cosmetic injections, describing how she clarifies what a client wants and educates them around what’s possible.

Listen in to understand the challenges associated with training peers and learn how to leverage a team of support to become a leader in your industry.

How shadowing her father led Dr. Dia to a career in medicine

Dr. Dia’s soul struggle with the transition from GP to medical cosmetics

Why Dr. Dia’s clients call her The Sculptor

How Dr. Dia’s clarifies what a client wants and educates them around what’s possible

Dr. Dia’s vision to change the face of cosmetic injections around the world

What challenges Dr. Dia faces in leading doctors who are trained to be self-sufficient

How Dr. Dia continues to hone her skills with peer support

Dr. Dia’s advice on how to find a good injector

Why Dr. Dia suggests building a team to be a leader in your industry

Dr. Dia on LinkedIn

Leading Visionaries Podcast

Join the Leading Visionaries Community

Make a Donation to Support the Show

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Be Heard by Millions and Live Your Destiny: A Creative Age Leader’s Guide to Speak, Sell, Serve & Succeed by Anjel B. Hartwell