This week our guest Jim Doyle shares that real success as an advisor is about being intimate about financial knowledge, fears, and dreams. Talking about money is hard and a lot of people, even couples avoid the topic. Jim’s goal is to help clients to get on the same page of financial literacy. Jim encourages new businesses to take a step back, look at the priority and not lose focus on why they started and what their business does.
About the Guest:
As a financial planner in practice for 32 years, with multiple professional designations, I’m passionate about enhancing financial literacy, entrepreneurship, and family-owned businesses. As a graduate of the UBC Sauder School of Business Family Enterprise Advisor Program, I’ve experienced first-hand the challenges family businesses owners face difficulty integrating their business and personal financial planning needs. As a featured financial expert throughout the Lower Mainland and am particularly active within the business and dental communities, delivering public and private presentations for the Trial Lawyers Association of B.C. (TLABC), Pacific Dental Conference, the Vancouver & District Dental Society. We invite you to join us for the national television program “Money Matters with Jim Doyle” on Thursdays at 5pm PT on Joytv.
· Instagram link - https://www.instagram.com/doyleandassociates/
· Facebook link - https://www.facebook.com/DoyleandAssociatesPWM
· LinkedIn link - https://www.linkedin.com/in/jimdoylevancouver/
About the Hosts:
Blair Kaplan Venables is an expert in social media marketing and the president of Blair Kaplan Communications, a British Columbia-based PR agency. As a pioneer in the industry, she brings more than a decade of experience to her clients, which includes global wellness, entertainment, and lifestyle brands. Blair has helped her customers grow their followers into the tens of thousands in just one month, win integrative marketing awards, and more. She has spoken on national stages and her expertise has been featured in media outlets including CBC Radio, CEOWORLD Magazine, She Owns It, and Thrive Global. Blair is also the #1 best-selling author of Pulsing Through My Veins: Raw and Real Stories from an Entrepreneur. When she’s not working on the board for her local chamber of commerce, you can find Blair growing the “I Am Resilient Project,” an online community where users share their stories of overcoming life’s most difficult moments.
Theresa Lambert is an Online Business Strategy Coach with an impressive hotelier background in luxury Hospitality in the #1 Ski Resort in North America. Her mission is “ To make business easy so that your life can be more FULL!”. Theresa supports ambitious Women Entrepreneurs and Coaches to redefine success with elegance and create the Impact, Income and Freedom they desire in Business and in Life. In 2020 Theresa became the Bestselling Author of her book Achieve with Grace: A guide to elegance and effectiveness in intense workplaces. She is also a Speaker and the Podcast co-host of Dissecting Success. Theresa has been recognized as a business leader in Whistler’s Profiles of Excellence, and is being featured in publications such as Hotelier Magazine, Thrive Global and Authority Magazine.
Thanks for listening!
Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.
Do you have some feedback or questions about this episode? Leave a comment in the section below!
Subscribe to the podcast
If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app.
Leave us an Apple Podcasts review
Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.