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Guest, friend, and inspiring human Krista Clive-Smith breaks down the power of personal branding in today's episode. Personal branding, she explains, is not about ego; it's about aligning your authentic self and personal story, distinct from your business ventures and organizations.

Krista introduces the "Personal Branding Triangle," which outlines the three core principles of a personal brand which are what you DO, what you KNOW, and what you ARE, all framed within a growth-oriented mindset (the yellow border). This concept emphasizes working with healthy belief systems and a mindset focused on growth and expansion.

Once we’ve defined a personal brand, we explore what it means to flip the traditional structure of company branding. By placing personal branding at the top, we separate it from the organizational brand. Krista reminds us that change is inevitable, and if we entangle our identity too closely with our company, rather than the other way around, we create risk and limit our options.

Taking time to establish a personal brand enables our authenticity and humanity to shine through, which in turn is reflected in our companies’ cultures. Krista leaves us with a powerful analogy: our personal brand is like a theme park, and our business ventures are the distinct lands within this cohesive personal brand.

Krista has generously offered to connect with listeners as a “go-giver.” You can reach out to her via email or learn more by visiting her website.

What’s Inside:

• What is personal branding?
• Three core principles of your personal brand.
• Why we should separate our personal brand from our company brand.
• An an authentic personal brand reflects in company culture.

Mentioned In This Episode:
Krista Clive-Smith
Krista@kristaclivesmith.com
MBA CPA

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Susan Latremoille advocates a holistic approach to financial advisory, addressing a key issue: many people reach retirement or other major life transitions only to feel less fulfilled than expected. Through Next Chapter Lifestyle Advisors, she trains and empowers financial advisors (and accountants and lawyers) to recognize the deeper challenges people face and guides them in helping clients prepare effectively for life after a career. As well as helping those pre-planning, on the cusp, or already retired.

Life transitions—retirement, selling a business, or stepping away from work—can disrupt a person’s social connections, identity, purpose, and structure (SIPS). Without thoughtful planning, these changes often lead to isolation, illness, and other adverse effects. While the “honeymoon phase” of retirement feels exciting, it eventually leaves many wondering, “What’s next?”. Susan is on a mission to retire the word retirement. It’s just the next chapter.

Susan suggests that preparing for life’s next chapter is like working with a trainer; it’s a best practice that ensures a smoother transition. Her Ironclad Process is designed to help clients build a “happiness portfolio” by connecting their financial and life goals. Her “rich life” philosophy centers on three key principles: live well, give back, and leave a legacy.

By creating a comprehensive life plan, followed by a financial plan and suitable products, clients can cultivate a truly fulfilling life. Retirement isn’t the end; it’s an opportunity to write a new, purpose-driven chapter.

What’s Inside:

• Why we need to RETIRE the word Retirement.
• SIPS, the common challenges that come with transitioning from your career.
• How financial advisors can assist with your happiness portfolio.
• The three pillars of a “Rich Life”.

Mentioned In This Episode:
Next Chapter Lifestyle Advisors
MBA CPA

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Brian Stephenson is what we like to call a "recovering lawyer," and his business partner is a "recovering accountant." Together, they created Lakepoint Capital Partners, a commercial lending specialty firm with a mission to make debt work for business owners rather than against them.

The ideal clients for Lakepoint are those looking to acquire new facilities, optimize existing ones, or possibly acquire smaller businesses. Lakepoint accesses an array of private institutional lenders for real estate lending and collaborates with banks, credit unions, and long-standing lenders with whom their clients already have relationships. In a challenging industry environment where capital is harder to access and debt is difficult to obtain, even for bankable clients, Lakepoint works with all the banks that want to work with you, ensuring you get the best deal. For entrepreneurs, being told what to do can feel like a death sentence, so Lakepoint helps structure flexibility and a range of possibilities with lenders.

There are many advantages to having pre-approval in your back pocket, so even if you're not ready for a deal just yet, Lakepoint can guide you in putting together a robust legal and financial team to position you for future lending. Many businesses have untapped assets that allow them to access the right type of debt. Get the debt that works for you and the future you want.

What’s Inside:

• How to make your debt work for you.
• The ideal client for Lakepoint Capital Partners.
• The value in debt flexibility and preapproval.

Mentioned In This Episode:
Lakepoint Capital
brian@lakepointcapital.ca
MBA CPA