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Creating margin in your business, finances and life with Rob West
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Host of the nationally-syndicated show, MoneyWise and cofounder of the MoneyWise App, Rob West has helped millions take control of their personal finances and invest in a better, sounder future for themselves and their loved ones.
Having personally grown a team of wealth advisors to prominence, Rob West was invited to swerve as the President of Kingdom Advisors in 2003, a growing community of like-minded financial planning professionals committed to helping their clients not only become financially independent, but manage their growing wealth in alignment with their deepest-held values.
Well spoken, thoughtful, and generous as they come, it’s no surprise that Rob West has played a significant role in inspiring a new generation of entrepreneurs, investors, and everyday professionals committed to serving their families, communities, and the larger world.
In This Episode
Dale and Rob discuss…
- The four big ideas of wealth management: money to live on, money to give, money that’s owed, and money to grow
- The importance of having a plan in place for unexpected financial turbulence
- The impact finances have on relationships, and the importance of being financially transparent with our loved ones
- The benefits of a financial planning approach that prioritizes values-matching
- Synergies between mortgage and personal finance professionals in serving consumers
- Opportunities for growing your portfolio of referral sources amongst personal finance professionals
- Developing healthy life rhythms to balance personal and professional goals
- Rob’s closest mentors and the impact Kingdom Advisors founder Ron Blue, has had on his life and career
Soundbites
“In my experience, every financial planner, and this was certainly true for me, needs a trusted mortgage professional that they have confidence in because this is let's be honest, the largest transaction their clients will ever have, and they don't want to hand them off to anybody. And so having that relationship is key.” — Rob West
“focus on only what you can do and where you can add the most value to your business and still be able to win at work and succeed at life. A lot of people will do one and forsake the other. I believe you can do both.” — Rob West
“It can have a tendency to become the end. Right? Money is the aim. It's no longer the tool to accomplish what I believe I'm supposed to accomplish. And when it becomes the end in and of itself, which is not its proper role, it has a grip on our lives that can be really unhealthy. And generosity, the act of holding it loosely, and giving generously to participate in the lives of helping others just brings not only incredible joy but also it loosens the grip of money over your life so you can live with freedom and contentment and joy.” — Rob West
Connect with Rob West
Join a Kingdom Advisors Study Group
Connect with Dale Vermillion
https://linktr.ee/dalevermillion
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Mentioned in this episode:
Take the 2024 Loan Originator Survey by MGIC
Have you taken the annual Loan Originators Survey yet? Our partners at MGIC are looking for your insights on the challenges and opportunities of the past year. The 10-minute survey closes June 30, and all participants will receive exclusive early access to the full survey report this fall. Just visit https://dalevermillion.com/mgic to participate.
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