Business
Our amazing guest "Kaitlyn Carlson" is a CERTIFIED FINANCIAL PLANNER™️ (CFP®), Certified Exit Planning Advisor™️ (CEPA™️), and an Accredited Wealth Management Advisor (AWMA®). She spent the majority of her career as a private wealth management advisor at UBS Financial Services, Inc. before deciding to launch Theory Planning Partners. She began her career in asset management with Putnam Investments. She has built a 7-figure business from scratch in an industry that is heavily male-dominated and where 85% of the industry businesses don’t move beyond 6-figures. In this episode we discuss: - Her journey into wealth management, becoming an exit planner and helping female business owners to own - The most luxurious place to ever occupy is the place inside your head. - It doesn't matter if you have $5 or $5million, money is just a vehicle and if you don’t have your mental health, if you don’t go out of your way to maintain your mental wellbeing, then money doesn’t really matter. - No matter what, people are still seeking some form of purpose. - Finding purpose and nurturing meaningful relationships. - You need to be honest with yourself. - The entrepreneurship journey should start with the exit plan in mind. - You don’t want to be in a position where you are stuck in the cash flow of your business. 80% of businesses that go up for sale don’t sell. - I feel like the pandemic has given people the liberty to change if they want to. - Life is about growth. - “Life is really just about growth”. - You are born a creator, you are born to do things, to thrive. - Failing and not getting things perfect is part of life. All this and much more from Kaitlyn, do listen to the full episode to get golden nuggets and please leave us your reviews. To get in contact with Kaitlyn Carlson find her at: https://theoryplanning.com/ -------------------------------------------------------------- ABOUT THE HOST: I am your host Kajal Khurana - KK, Author of best selling book on Amazon, Mindset & Health Coach, Nutritionist and a Reiki Healer. I am very passionate about helping entrepreneurs achieve their desired goals faster by using tools and techniques which will help them stay energized, focused so they can feel good with their body and mind and make better business decisions. If you enjoyed the episode, if it helped you in any way, or if you had ONE aha moment, please let me know, hit the subscribe button, rate the show and leave me a review. You will make my day :). My new book is launched on amazon here is the link please grab your copy http://mybook.to/whymefirst Get the 5 hacks to escape burnouts, including free weekly planner and a bonus of free 30 minutes consultation call with me, all inside the ebook: https://bit.ly/2yfhjIH Let me know what topics you want me to cover in my future episodes at info@bodymindsolution.com Or visit my website: https://bodymindsolution.com