Navigating Wealth Management with Dustin Serviss

Navigating Wealth Management with Dustin Serviss

Welcome to another episode of the Beacon Way Podcast, hosted by Adrienne Wilkerson. In this episode, Adrienne is joined by Dustin Serviss, the founder of Serviss Wealth, who shares his journey and insights into wealth management. Established in 2005, Serviss Wealth focuses on helping business owners and successful families navigate the complexities of wealth and insurance. Dustin discusses the evolution of the financial planning industry, the importance of lifestyle design, and how he helps clients achieve their financial goals. Tune in to hear valuable advice on personal branding, work-life harmony, and financial strategies for business owners.

00:00 Introduction and Guest Welcome
02:04 Dustin's Journey to Starting Serviss Wealth
03:23 The Reality of Entrepreneurship
06:01 The Importance of Work-Life Harmony
08:30 Personal Branding and Authenticity
13:05 Evolving Financial Planning for Business Owners
16:38 Lifestyle Design and Financial Planning
24:20 The Impact of News and Stress on Financial Decisions
29:47 Spending Accelerator Exercise and Final Tips
34:25 Conclusion and Farewell

Get a copy of Dustin's book: https://a.co/d/4lJPrOd
Learn more about Serviss Wealth: https://www.servisswealth.com
Check out his podcast: https://www.thepictureofwealth.com/po... His podcast
Book referenced in today's episode, 'Why Greatness Cannot be Planned': https://a.co/d/70NaHCl

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