Wealthy Advisor Mindset

May 28 2024
Wealthy Advisor Mindset Podcast artwork

Welcome to the Wealthy Advisor Mindset podcast, the ultimate resource for financial advisors looking to expand their AUM (Assets Under Management) and elevate their quality of life through the power of a high-performance mindset. Your host is no other than Nina Cooke, a seasoned mindset coach with decades of experience working with countless business owners just like you. Join us as we explore proven strategies to help you dissolve self-sabotaging behaviors and habits, empowering you to achieve your business goals and make a more significant impact while boosting your income. Discover the untapped potential that arises when you connect with your best self, unlocking incredible possibilities for both your professional and personal life. If you're ready for a breakthrough that not only amplifies your impact but also increases your profits, you're in the right place. Let's dive into the Wealthy Advisor Mindset podcast and embark on a journey to transform your mindset, supercharge your practice, and achieve unparalleled success. Are you ready for the breakthrough? Let's get started! https://chatwithnina.org/ Get my book for FREE: http://ninabook.org/

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19 | Niki Erb | What Happens When You Value People and Trust in a Greater Purpose

May 28 2024 36 mins  
In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by Niki Erb, financial advisor with Insight Folios.In this fascinating conversation, Niki shares insights from her successful career spanning sales, operations, and financial advisory. The conversation highlights the importance of prioritizing people, and how genuine care and effective listening can drive succ

18 | Paul Durso | Mastering Customer Experience: The Key to Sustainable Growth

May 21 2024 50 mins  
In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by financial advisor Paul Durso as he shares his journey and key lessons in business, emphasizing the importance of authenticity and customer experience. He highlights the shift from focusing solely on customer service to creating exceptional customer experiences, which has led to exponential growth for his fi

17 | Ryan Ledden: Grinding It Out: The Secrets to Long-Term Success in the Financial Industry

May 13 2024 34 mins  
In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by financial advisor Ryan Ledden as he shares his insights on balancing work, family, and personal life. He emphasizes the importance of setting clear boundaries and priorities, ensuring that family time remains a top focus. Ryan's dedication to being present for his children's activities, even at the expense

16 | Kevin Wray | Navigating Work-Life Balance and Legacy Building

May 07 2024 30 mins  
In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by Kevin Wray as he shares his journey of resilience and growth, highlighting the power of positive mindset and learning from setbacks. He emphasizes the importance of seeking advice from those who are wiser, showcasing a humility that has been instrumental in his success. Despite facing health challenges like

15 | Danny Hammond | Unlocking Business Growth: Mindset Shifts and Digital Adaptation Post-Pandemic

Apr 30 2024 55 mins  
In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by Danny Hammond, co-founder and president of Marketing Profit Systems, as they explore the psychological aspects of marketing and sales, emphasizing the importance of mindset in achieving business success. He shares insights from his own journey, highlighting both high points and challenges, and explains how

14 | Brent Turner | Journey to Financial Excellence

Apr 23 2024 28 mins  
In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by Brent Turner, a seasoned financial advisor with over three decades of experience, who shares his journey and the importance of mindset in achieving success in the financial industry. Brent recounts a pivotal moment in his youth when he was introduced to motivational tapes by Zig Ziglar, which profoundly inf

13 | Navigating Business and Personal Relationships with Dan Cuprill

Apr 16 2024 32 mins  
Today's episode of The Wealth Advisor Mindset podcast, is a recast of a conversation between Nina and Dan Cuprill, host of The Profitable Advisor podcast. During the conversation, Dan shares his experiences and insights from a recent trip to Arkansas where he met with younger entrepreneurs who own an outfitter company. Despite their entrepreneurial spirit, they face challenges in e

12 | J'Neanne Theus | Breaking Barriers in Finance

Apr 09 2024 33 mins  
In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by J'Neanne Theus as she shares her remarkable journey from serving 21 years as a naval intelligence officer to becoming a pioneering female financial advisor. With a rich background that includes being a mother of four, a swim coach, and a former triathlete, J'Neanne discusses how her unique experiences prepa

11 | Nathan O'Bryant | Building a Financial Legacy: A Guide to Meaningful Success

Apr 02 2024 32 mins  
In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by Nathan O'Bryant, the founder of O'Bryant and Associates, Inc., a distinguished investment advisory firm, as he shares insights into his journey in the financial industry. With over 20 years of experience, Nina and Nathan explore his beginnings as an insurance broker and his eventual pivot towards investment

10 | Lee Hyder | Turning Challenges into Opportunities: A Financial Advisor's Guide

Mar 26 2024 37 mins  
In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by Lee Hyder, a seasoned financial advisor with 32 years of experience in the industry. Lee shares his unconventional journey into the world of financial advising and asset management. Starting with an insurance license acquired through responding to a classified ad, he narrates his evolution from selling heal