Leading with Heart: Steven’s Journey and Serving in Business
Discover the profound impact of mentorship and leadership in our enlightening conversation with Steven D. Shackelford, a seasoned coach who has spent 35 years blending the worlds of sports and business through a servant’s heart. Steven shares heartfelt stories and invaluable lessons from his father, Dwight, emphasizing the importance of giving back to the community. He recounts a powerful tale of a high school football player who, after facing significant challenges, was guided and inspired to persevere by Steven’s wisdom and support. This episode shines a light on how these principles have shaped not only Steven’s career but also the lives of many young athletes he has mentored.
We then shift gears to explore the financial industry, highlighting the critical need to understand the motivations behind clients’ financial goals. Learn how aligning with your clients’ true needs, rather than just focusing on monetary gains, results in more effective financial solutions and long-term success. We discuss the importance of a consultative approach to risk management and the value of cultural alignment between advisors and clients. To wrap up, we encourage you to provide feedback to help improve our podcast, share a fun moment about name similarities, and remind you of our TV show "Together we Serve," airing every Friday. Join us for an episode filled with wisdom, humor, and inspiration on "Doing Business with a Servant’s Heart.
(07:00 – 08:19) The Power of Coaching and Mentorship
(16:54 – 18:39) Individual Financial Planning With Why
(20:37 – 22:38) Maximizing Employee Retention for Business ROI
Steven has over 35 years of experience working with Small Business owners focused on customized Retirement Plan 401(k) Solutions. As Vice President of Qualified Retirement Plans, Steven’s objective is to assist business owners in highlighting tax savings strategies, reduce their fiduciary responsibilities, and create a financial wellness and education program on behalf of all employees that will allow them to live the life they want
NEWSLETTER: https://view.flodesk.com/pages/64e2b98cca259e13f0890575
SERVING JOURNAL: https://www.amazon.com/dp/B0CSNSY1M1
PODCAST SWAG: https://millions.co/doing-business-with-a-servant-s-heart-san-jose
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