April 10, 2019
High performing professionals often find themselves playing within the gap.
Are you one of them?
In today’s episode, Justin Bennett explains why high performers, like business owners, tend to be in the gap; why it’s actually a positive place to be; and how to navigate this space.
In this episode, you’ll learn:
- The characteristics of high performers
- What it means to play in the gap
- Why being in this mental space keeps high performers accountable
- How to balance living in the gap with working towards your goals
- Why a high level of self-awareness is key for navigating the gap
- And more!
Tune in now to learn how you can make the most of the gap!
Resources: Bennett Financial Group - Website | Bennett Financial Group Facebook Page
2019-76982
Exp. 3/2021
April 8, 2019
Is your relationship with your planner providing you with the value and relationship you deserve?
Today, Justin Bennett shines a light on this question as he uncovers what it looks like to have a meaningful connection and to receive value in the client-planner relationship. Whether you’re already working with a planner or are considering working with one, this episode is a must-listen!
In this episode, you’ll learn:
- Why relationship and value are the most critical elements in the client-planner relationship
- Examples of how Bennett Financial deepens its client relationships
- What a strong relationship with a financial professional looks like
- The conversation most planners aren’t willing to have
- And more!
Tune in now and consider whether you’re getting the relationship and value you deserve from your financial planner.
Resources: Bennett Financial Group - Website | Bennett Financial Group Facebook Page
2019-76973
Exp. 3/2021
March 13, 2019
It’s time to break away from the traditional planning perspective and offer a different perspective on how to be financially satisfied and fulfilled from a practical perspective.
In this paradigm-shifting episode, Justin Bennett uncovers a critical piece of the planning process that traditional planning leaves out of conversations — the difference between net worth versus income.
In this episode, you’ll learn:
- Why your desire for net worth or income will depend on your stage of life
- Why traditional planning leaves much to be desired
- What you need in order to have net worth converted effectively into income
- A new way to think about converting net worth into income
- Why it’s unrealistic to say, “My net worth is X, so my retirement income will be Y”
- And more!
Tune in now to learn a new, better way to think about income and net worth!
Resources:
Bennett Financial Group - Website | Bennett Financial Group Facebook Page
2019-75506
Exp 2/2021
March 4, 2019
Do you belong to a study group?
Business study groups don't seem to be common outside the financial industry however high performing professionals in any industry have so much to gain by collaborating with like- minded business folks. In today’s episode, Justin Bennett explains how he’s benefited from his study group and why he discusses them with clients.
In this episode, you’ll learn:
- How Justin’s national study group formed, how often they meet, and what’s on their agenda.
- Why bringing peers together can welcome collaboration and camaraderie.
- Why Justin discusses high performing professionals should be part of a study group.
- The far-reaching benefits that study groups can have on clients.
- And more!
Tune in now and discover the benefits study groups can offer you!
Resources: Bennett Financial Group - Website | Bennett Financial Group Facebook Page
2019-75095
Exp 2/2021
February 13, 2019
If you can spend the most amount of income on the least amount of money, you’ll be in an optimal position.
Today, Justin Bennett unpacks an under-discussed and misunderstood idea in the financial world resulting in uncovering a different approach to planning. It’s time to rethink traditional planning and learn how to be optimal.
In this episode, you’ll learn:
- The deep-seated flaws of traditional planning
- An example of how Bennett Financial helps clients spend the most amount of income on the least amount of money
- How Bennett Financial’s planning philosophy takes into consideration unplanned life events and inflation
- And more!
Tune in now and discover how to win!
Resources: Bennett Financial Group - Website | Bennett Financial Group Facebook Page
2019-73843
Exp 1/2021
February 2, 2019
How would you feel if your planner bossed you around, demanding that you deal with your money exactly how they want you to?
Most people don’t respond well to such a domineering approach, and Justin Bennett will be the first to say that it’s a highly ineffective way to lead clients. In today’s episode, Justin shares his team’s leadership philosophy, which is built on client empowerment and self-discovery.
In this episode, you’ll learn:
- Why successful people favor a self-discovery approach to planning
- What content creation has to do with leadership
- What the most successful leaders have in common
- What a parent-child dynamic might look like in a planning relationship
- The most under-discussed and misunderstood concept in the planning world
- And more!
Tune in now to discover a new way to think about leadership!
Resources: Bennett Financial Group - Website | Bennett Financial Group Facebook Page
2019-73836
Exp 1/2021
January 16, 2019
What does it mean for a planner to be present?
To be present with clients is to have a high level of self-awareness and ability to demonstrate empathy, according to Justin Bennett.
But how do these personal skills powerfully impact the planner-client relationship? Justin is here to explain with examples from Bennett Financial.
Here’s what you will learn in this episode:
- How clients can benefit from working with planners who demonstrate presence and empathy.
- How Bennett Financial’s co-authored approach to planning facilitates their present and empathetic approach.
- Whether being present and having empathy are skills that can be learned.
- Examples of how Justin and his team stay in tune with clients and offer ongoing value.
Tune in now and learn how to recognize whether your planner is being present with you!
Resources: Bennett Financial Group - Website | Bennett Financial Group Facebook Page
2018-70740
Exp 11/2020
January 2, 2019
Should you take a growth-focused or an income-focused approach with your investments?
Justin Bennett has noticed that most consumers don’t understand how growth and income assets differ, let alone which one is suitable for their financial world. Today, Justin brings clarity to this subject by explaining how he helps clients determine whether to invest for growth or income.
In this episode, you’ll learn:
• What people tend to overlook when they consider investing for growth.
• The key differences between a growth asset and income asset.
• How to identify which approach is most suitable for you.
• Whether investors can take a hybrid approach.
Tune in now and learn how growth and income assets can shape your optimal personal economy!
Resources: Bennett Financial Group - Website | Bennett Financial Group Facebook Page
2018-70733
Exp 11/2020
December 19, 2018
How does an individual become overweight on their burn rate?
Justin Bennett is here to answer this question—and it’s an issue that will hit home for many high
performing professionals who are steadily increasing their income. Listen in as Justin guides his co-host, Matt Halloran, through a series of questions to illustrate how Bennett Financial helps individuals discover if they are overweight on their burn rate.
In this episode you will learn:
- What it means to be overweight on your burn rate.
- Bennett Financial’s process to help you self-discover the status of your burn rate.
- How you can stay on top of your burn rate without compromising your lifestyle.
- Why being aware of your burn rate is crucial for reaching your balance.
Tune in now and learn how you can achieve balance while staying on top of your expenses.
Resources: Bennett Financial Group - Website | Bennett Financial Group Facebook Page
2018-70726
Exp 11/2020
December 5, 2018
Doesn't everybody want the same thing—to have health, wealth, success and protection for their families now and for generations to come?
In Justin Bennett’s experience, most people want to leave a powerful and lasting legacy. In this episode, Justin explains how he helps clients with multi-generational planning that doesn’t compromise their lifestyle today.
In this episode, you will learn:
- About the common objectives that most people generally have as well as some unique
objectives.
- How you can create a plan that impacts many generations to come.
- How you can create and execute a plan without sacrificing the way you currently live.
Tune in now and discover how you can leave a powerful legacy with help from a planner!
Resources: Bennett Financial Group - Website | Bennett Financial Group Facebook Page
2018-70744
Exp 11/2020
