Breaking Convention to Better Serve Financial Services Clients • Mike Hilmes • W&W Podcast #6 скачать в хорошем качестве

Breaking Convention to Better Serve Financial Services Clients • Mike Hilmes • W&W Podcast #6

Most financial professionals follow the same playbook. Mike Hilmes abandoned it completely—and built something that doesn't exist anywhere else in his industry. Here's what he discovered about values, vision, and financial mastery that changes everything. From a values-driven Catholic upbringing to questioning everything he learned in the CPA world, John Doe's journey reveals why conventional financial planning only services part of client needs—and what actually works when you're willing to innovate. Chapters 00:00 The Question That Started Everything 03:24 Why His Catholic Upbringing Made Him Question Everything 05:27 The Moment He Realized He Had to Build Something Different 07:11 Overcoming the Fear That Stops Most Entrepreneurs 08:27 The CPA Role Wasn't Solving What Clients Actually Needed 09:51 How Your Vision Evolves (If You Let It) 10:46 The Tension That Breaks Most Businesses (And How He Pushed Through) 13:59 Launching Kingdom Financial: The Moment of Truth 16:21 Expanding Beyond Tax Strategy to Personal Finances 19:01 The Real Reason He Does This Work 22:07 What Adversity Teaches You That Success Never Can 23:34 Seeing Opportunity Where Others See Crisis 25:13 Finding Your Unique Genius in Business 26:04 When Explosive Growth Forces You to Completely Pivot 27:54 The Evolution of Kingdom Financial: Becoming Something Bigger 28:51 Success Created an Unexpected Business Line 30:13 How to Serve Clients at a Level Your Competitors Can't Reach 31:38 Understanding Financial Complexity (The Elephant Analogy Explained) 33:25 The Difference Between Running and Driving Your Financial Life 37:04 What Your Accountant Should Be Asking (But Probably Isn't) 38:49 How to Stand Out When Everyone Offers the Same Thing 39:37 Being the Generalist Everyone Needs (Not Just a Specialist) 40:12 Green & Growing or Ripe & Rotten: Which Are You Becoming? 44:07 The Philosophy Behind Becoming a Blessing 46:45 Servant Leadership in Financial Services (What It Actually Means) 52:28 Final Wisdom: What Every Entrepreneur Should Know Before They Start 55:13 Closing Links to Mike Hilmes' firm Kingdom Financial Strategy https://www.kingdomfinancialstrategy....   / kingdom-financial-llc   Special Thanks Shout out to Anita Toth of Hidden Revenue Hunters (https://hiddenrev.com/) for the introduction to this episode's guest Mike Hilmes. https://workandworldview.com Keywords values, entrepreneurship, financial services, holistic approach, client relationships, business growth, personal finance, faith, industry critique, proactive planning