How do you develop a billion-dollar mindset?

How does one develop a billion-dollar mindset?

That is, with a vision that is future-focused and which can map a path to get from here to there.

We asked Shane Morrow how he did it in this week’s featured podcast episode.

Shane started in the financial planning business at Lincoln Financial with zero—no clients, no assets under management.

That was in 2016. Today, Shane’s the CEO and managing partner of RIA IronBridge Wealth Counsel, an ensemble practice that manages $1B in client assets.

Listen in to learn how IronBridge achieved extraordinary growth, Shane’s take on the power of a positive mindset, the choice to leave Lincoln Financial for IBD SagePoint Financial, and much more.

Plus, while the grass may be greener, is it “greener enough”?

It’s an essential metaphor for advisors who are considering change.

We find that most moves are motivated by something that reaches well beyond the pushes of frustrations and the pulls of opportunity: The belief that it will be “better” – or “greener” – elsewhere.

If an advisor is frustrated enough, it’s usually possible to find an option that’s better—but will it be worth the risk and hassle inherent in a move? So how do you identify whether the grass will be “greener enough”? Learn more in our featured article.

Here’s to your continued growth,

Mindy Diamond

Considering a move? Make sure the grass is “greener enough” - The 3 criteria that must be satisfied to justify the hassle and the risks of a transition. Read->

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