Trevor Dale, founder of TK Dale Wealth Management, discusses how there is no one single magic bullet that will solve all of your problems.
Inside of TK Dale Wealth we have marketing, sales and client satisfaction. Without people don’t know who we are. Without sales, people don’t know what we do. Without client satisfaction, people won’t refer us or stay our clients for very long.
Most business owners hope that there is something magical that they can get that will drive in new customers and this is a recipe for disaster and failure. It takes hard work and dedication to operating at an elite level consistently in all three ares.
Just like your finances, you need to constantly be looking for ways to make more money, reduce the amount you spend so you can save more and look for optimal ways for that money to make more money.
There is no silver bullet to becoming wealthy and staying wealthy. Not even a winning lottery ticket will save you unless you instill the right habits. No, I don’t care if you are a CEO or a minimum wage employee. These principles are the same for everyone including myself.
Tactically, always have an up to date LinkedIn profile and be networking even if you are intending on staying with your current company for life.
Review your bank and credit card statements at least monthly to find inefficiencies and cut spending on things that don’t bring value into your lives.
Lastly, have conversations that reduce fees and increase returns while giving you the planning and advice that you need.
This podcast can be found at tkdale.com, iTunes, Spotify, Google Play and Stitcher.
Please subscribe and share this episode with one person.
This report is provided by TK Dale Wealth Management Inc. It is for informational and educational purposes only as of the date of writing, and may not be appropriate for other purposes. The views and opinions expressed may change at any time based on market or other conditions and may not come to pass. This material is not intended to be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered specific legal, investment or tax advice. The information contained in this report has been drawn from sources believed to be reliable, but is not guaranteed to be accurate or complete. This report contains economic, investment and market analysis and views, including about future economic and financial markets performance. These are based on certain assumptions and other factors, and are subject to inherent risks and uncertainties. The actual outcome may be materially different. TK Dale Wealth Management Inc. is not liable for any errors or omissions in the information, analysis or views contained in this report, or for any loss or damage suffered.