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Chapter 9 & Conclusion

Chapter 9 & Conclusion

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 Steve Manuel, a seasoned financial professional, industry leader, and author of The Game Changing Advisor, has built a reputation on trust, strategy, and a client-first approach. From his early days as a stockbroker in San Francisco to coaching top-tier financial planners at SAFECO and USAA, Steve brings valuable insights into what makes a game-changing financial advisor.
Chapter 9:
  • How do you guide clients to shift from a scarcity mindset to a generosity mindset, especially when they’ve spent years focused on saving and financial security?
  • Donor-Advised Funds (DAFs) and Private Foundations (PFs) both serve as vehicles for charitable giving, but they differ in terms of structure, control, and costs. Can you break down the key differences and help donors determine which option might be best for their philanthropic goals?
  • The concept of leaving an inheritance versus leaving a legacy is an important distinction in financial planning. How can advisors help their clients instill a sense of generosity and financial stewardship in the next generation?

Conclusion:
  • You emphasize that trust, not money, is the most important asset for a financial advisor. Can you share some practical ways advisors can build and maintain trust with their clients, even in difficult financial situations?

In this episode, Steve discusses:
  • Embrace generosity to shift from a scarcity to an abundance mindset
  • Make gradual progress with advisor guidance to align actions with values
  • Choose the right giving vehicle to achieve philanthropic goals
  • Prioritize legacy over inheritance to instill lasting values and discipline
  • Build trust through consistency, transparency, and strong recovery from mistakes

Connect with Steve Manuel:Website: https://thegamechangingadvisor.com/Steve’s Book: https://www.amazon.com/dp/1964046483

Show notes by Podcastologist: Angelo Paul Tagama
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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