Building A Practice With Purpose (Live)

Paul begins by sharing a story of a couple who planted 6,000 trees as a heartfelt memorial, tying it to the idea of building something meaningful with long-term purpose. He uses this as a metaphor to challenge financial advisors to think beyond immediate goals, like income, and consider the broader impact of their careers over decades.
He reflects on his personal journey, discussing four key priorities: income, time, choice, and purpose. While income was an initial focus, he realized the greater importance of freedom in managing his time and choices. Ultimately, he found fulfillment in aligning his career as a financial advisor with his deeper purpose-to positively impact others' lives. Paul emphasizes the importance of identifying individual priorities and encourages advisors to take a "Freedom Assessment" to evaluate their own values and direction.