Many entrepreneurs don’t hit a ceiling because of their business but because of their mindset. William Lam is the founder of UPGRD, a performance company that helps entrepreneurs, investors, and wealth advisors reprogram the mindset patterns holding back their success. His work with top industry leaders has revealed that most “plateaus” aren’t business problems, they’re mental ones. Through cutting-edge neural conditioning and behavior modeling, William helps professionals install the mental software that matches the level of wealth they’re trying to sustain.
In this episode of The Money Isn’t Podcast, John Smallwood and William dive into the hidden loops that keep high achievers working harder but feeling stuck. They discuss why many business owners unconsciously recreate financial setbacks, how to build wealth that lasts by changing your mental model first, and how to align your environment, decisions, and identity with true abundance. You’ll walk away with a clearer understanding of what’s been quietly limiting your growth, and the mindset frameworks that unlock your next level.
Chapters:
(00:00) Introduction
(05:10) The Hidden Mental Loops That Block Wealth
(10:25) Motivation Without Crisis
(18:45) How to Align Your Mindset With Real Abundance
(26:40) When Intelligence Works Against Financial Success
(35:30) Designing the Life and Business You Actually Want
(45:15) Building Wealth That Lasts Through Better Thinking
To work with Smallwood Wealth Management visit https://Go.oncehub.com/swconcierge to schedule a call today!
Connect with William
Instagram: https://www.instagram.com/william.upgrd/
Youtube: https://www.youtube.com/@brokersofsecrets
UPGRD Website: https://upgrd.com/
Take the loop quiz: https://loop.upgrd.com/
Connect with Us On Social Media
Instagram: https://www.instagram.com/smallwoodwealth
LinkedIn: https://www.linkedin.com/in/john-l-smallwood
Facebook: https://www.facebook.com/SmallwoodWealthManagement
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