My Story and the Real “Why”
When I got out of college, I did very well, at first.
So well, I found out that I made more than my Mom and Dad combined.
Then the economy changed
No one was getting loans
As a mortgage banker, I found out what it was like to starve
I went from more loans I could handle to a few loans to no loans
It was a very economically driven, transactional business
And it sucks!
Always interested in financial planning, investments and helping people,
I remembered when I was doing well as a mortgage banker, a Financial Advisor met me.
I was already loaded up on everything she wanted to sell me.
There was nothing to offer me - so she offered me a job!
I have been an investment and financial advisor for more than 30 years.
The first few years were brutal
Quite honestly, most of the mentoring and coaching I got early on was horrible.
Generally, the marketing plan consisted of here's a phone and some leads. Make a list of everyone you know.
Good luck!
But I knew that this business offered continuity of income.
If it was set up correctly, it wouldn't be "transactional", it would be "continuous".
If you work hard and smart, things come around and potentially in a big way.
"Continuity of Income"
This is very important as I'll show you in the Academy!
The Outplacement Firm that approached us to help people recently laid off from Fortune 1000 jobs
In 2006 an executive from an outplacement firm with a worldwide presence, Lee Hecht Harrison, asked me to help people just like yourself that we're going through an unwanted career transition.
They were recently laid off
I was to help these people remaster their financial lives.
We did this through a series of workshops we specially designed to help them through this difficult time.
The Career Transition Financial Workshop
Everything you need to know if you've been laid off to get through your layoff, set yourself up for financial success and thrive!
For the next 12 years I spoke to thousands of people that went through that workshop at the big outplacement firm in their Kansas City office.
These were people going through the exact same thing that you're probably going through right now.
Now, for the Dirty Truth
During the class, everyone that attended was confident, successful and appeared to have a calm outlook on their future.
However, when I got together with many of them privately they expressed to me their concerns about their current situation and their fears of being laid off from the big corporate giant that they had worked for for 10, 20, 30 years and even more.
The Dirty Truth is:
They we're scared
They felt betrayed
They were angry
They were confused
They didn't know what to tell thier family
They were in fear of not having income
They feared financial catostrophy
They felt lost.
Then there was Texas Jack...
During that time, one person who went through the class called me a few months later from Texas.
He wanted help!
He was scared! Really scared!
His contract with the big outplacement company ended.
Since I was in Kansas and licensed in Kansas and Missouri, it was against regulations for me to help him at the time.
Even so, I helped him as much as I could.
But I was limited to what I could do for him at that time
More about that later...
A Financial Blueprint to a Brilliant Future
My job was to help the clients of the big outplacement company craft a solution to their current financial situation, establish a blueprint for where they were now and to create a direct path to financial freedom and even the retirement success that they really wanted.
I met with workshop attendees.
I was able to help them make sense of what just happened.
In private meeting with the workshop attendee's....
They told me their fears.
They told me their concerns.
They told me about how they really felt.
They also shared their vison of success.
Their vision of the future they wanted.
We set out to help them achive their dreams - and many of them have!
I was able to show them how to accomplish their mission.
I was able to help them build a path to an amazing future.
I helped them see how being let go, could be a pathway to financial freedom and a better life.
Working together, we were able to come up with brilliant plans for their future.
Ultimately, I helped them establish true and lasting financial peace!
Those same people will now tell you:
They are confident about their future.
They are excited about their financial freedom.
They are on the right track.
They know they have a trusting partner
They know someone is looking out for them.
They know they have an answer to their questions
They are happy
They have financial peace
They are enjoying thier retirement.
They own Total Financial Freedom and Happiness!
I helped people like you for 12 years!
Then, in 2017, I met the Millionairre Maker.
With just ONE brilliant marketing and business idea, he nearly doubled my income in 3 months.
His ideas, mentoring and guidance was worth every penny!
The community of millionairres is priceless
This is what I wanted to know early in my career
Finally, I found him
I still get ideas, inspiration and guidance to this day.
And I'm going to show you all his secrets, if you're interested
In 2018 I told the big outplacement company that I would soon be leaving and moving to Puerto Rico.
The big outplacement company and I parted ways.
2020 & Covid?
It was time to get rid of the big, expensive office and semi-retire.
Life is good!
Even so, I continued to work with many of the people I met that became my clients through that workshop we did for 12 years.
I work with many of them to this very day!
A Silly Question and a Reply that Changed Everything...
In June of 2023 I decided to ask one of these clients that had come to me through this workshop a silly question:
“What was the best thing that you got out of that outplacement company?”
The person I asked unhesitatingly replied, you!
Flattered and humbled, I replied, "Thank you and, why is that?"
They first admitted that I had helped them for many, many years with their complex financial needs which they appreciated deeply. I was always there for them...
Then they said all of the services that they received from the big outplacement company ended after a certain period of time with no ability to continue.
Further, if they missed anything, their opportunity to receive any more coaching was over.
Nothing
Nada
Over
Gone
Not happening - ever again!
If they wanted any type of career coaching, they didn't know where to go.
If they wanted any type of business coaching they didn't know where to go.
If they wanted any type of life coaching, they didn't know where to go.
They further admitted that I helped them with so much more than only financial and investment planning.
Introductions to:
accountants
attorneys
insurance companies
estate planning firms
business coaches
life coaches
career coaches
and more...
Then I asked, what if we could provide an ongoing service to help them answer these questions and guide them on an ongoing basis with access to these specialized answers 24 hours a day, seven days a week, 365 days a year, would that be of interest?
Their answer was an emphatic yes!
Then, in January of 2024, I met my latest client....
Let go from GOOGLE
Missed the Outplacement Coaching Period of the outplacement firm, hired by Google.
Thought she had a new job secured.
At the last minute, the new company changed their mind - job not available.
She was introduced to me.
I told her about our newest program I was considering: LifeByDesign360
She said yes, do it! She got involved immediately!
Oh, and the outplacement firm - it was the same one that brought me in for 12 years.
Lee Hecht Harrison
Here's How LifeByDesign360 Can Help You Get the Job You Want, Build the Business with an Income You Can't Ever Be Fired From, Build the Wealth You Need So You Can Retire with Complete Financial Peace on Your Terms.
Ulitmaltely-Make Your Life Better-Much Better!
If you want to move from a career and a job that you may not have liked anyway into a new career that you are passionate about we can help you.
We'll show you how to:
Access the Best Job Search Skills
Negotiate the Best Salary
Read Body Langauge like a CIA Secret Agent
Peel back the HR Departments Hiring Strategies
Secrets to Creating a Resume that Puts You on Top
Network Like a Superstar in and outside the Company
Master Your Financial Life during a Career Transition
... and that's just the beginning....
Access online workshops, coach's, strategies and the community
If you want to start a side hustle which can turn into an amazing business which can create an ongoing income stream that can help you to build wealth, we can help you.
We'll show you how to:
Building Success in our Entrepeneur Series Workshops
How to Assess and Implement the right Legal Framework
Sole Proprietorship, Corporation, S-Corp, LLC, etc.
Build your Business in
Cosmetics
Finance
Music
Medical and Dental
Education
Wine & Travel*
Liesure
and more.
From Hiring Employee's to marketing to building and scaling...
Access workshops, coach's, strategies and the community
If you want to know the financial strategies that you need to put into place based upon how you design your life in order to create the type of financial freedom and retirement that you've always dreamed of, we can help you.
We'll show you:
How to build a Sustainable Budget.
How to Set up Your Retirement plans.
How to customize your financial plan and finance a business start up
How 401k's, IRA's, Roth IRA's, SEP's, really work.
Secret strategies for enhancing your Severance Pay
How to manage Employee Benefits
How to Guard Your Life Against Financial Disasters
How to Create the Fastest Path to an Early Retirement
How to Reduce Taxes and keep Uncle Sam out of your Life
How to Invest for Success
How to set youself and family up for the Ultimate Financial Freedom that lasts Generations.
And that's just the beginning...
Access workshops, coach's, strategies and the community
Very simply, we created LifeByDesign360.com to provide you with the workshops, the classes, the resources, the answers to your questions, the coaches, the advisors, the mentors and so much more in order to help you to create the kind of life that you've always dreamed of.
Each week you'll be able to access new podcasts which help you to answer the questions that you have about going through:
A career transition
Getting a new job
Setting yourself up for a bulletproof career
Create a business that you love
Create ongoing sustainable wealth
Retire and own financial freedom on your terms
Through the Academy & Community
You'll have a deeper, better access to:
Career courses,
Business and entrepeneur workshops
Coaches
Advisors
Mentors
and a fabulous and growing list of resources for success
The help you need to fast track your life to:
Create and Live the Life You Truly Want!
You'll be a part of a growing community of people just like yourself.
Access coaches and advisors to help you design the type of life you truly want
Get feedback from people that are going through exactly what you're going through now
Access specialists you need to make informed, intelligent decisions about the best path forward in regards to the life that you truly want.
If you've been searching for someone to help you to master your life, to master your career, to master a business that you love and to help you to master building wealth so you can truly live life on your terms then you need to be a part of our community.
Texas Jack... (one of my real "Why's")
Back to the guy in Texas.
When I spoke to him, he was scared.
I could hear his voice tremble and crack.
He had an opportunity also, a new job in Texas, like my newest client.
But it didn't work out.
His coaching with the big outsourcing company was over.
Time ran out.
He was burning though his cash
He sounded desperate
I gave him general advice, as much as I could
But I couldn't help him like he needed.
I lost track of him.
I don't know what happened to him, but I knew he was scared, really scared!
....................
Later, I found out that as a coach, unlike a registered advisor, I could help him and others change their world - without boundaries.
I never want to have another story like that
I don't want you to go through that!
I prefer the stories like the thousands we were able to help.
I want to make sure you have every opportunity possible to thrive.
To live the best life possible.
Every day - for as long as you want - no end date!
We won't ever give up on you.
We'll be here for you - as long as you want to keep us!
Take advantage of any specials we have - just get involved today - now!
Need more of my "Why"....
Okay. Follow me. Click Here
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