In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Dave Sinclair, a transition coach that helps individuals and business owners overcome the stress and anxiety that come with a major life shift.
Episode Highlights:
● 1:40 – Dave shares his backstory and why he does what he does.
● 9:31 – What happens in the lives of business owners when they know it’s time to get help?
● 11:55 – Dave discusses the two questions that business owners need to ask themselves.
● 12:52 – Are people in crisis or heading to a crisis when they reach out to Dave?
● 15:38 – How does Dave work with people who are currently going through a crisis?
● 20:15 – How does the PERMA Model of Happiness play into Dave’s coaching?
● 27:20 – Are there commonalities amongst the people that are successful/unsuccessful in Dave’s program?
● 31:26 – Dave discusses how mindset affects someone’s transition preparedness.
● 35:00 – What is the strength that individuals have that allows them to let go?
● 36:20 – Dave discusses his upcoming book, Numb?, and what he is trying to accomplish.
3 Key Points
1. Dave decided to rebuild his life when he was 40-years-old and found that he was completely lost. In his search for meaning, he found that many business owners experience the same struggle.
2. Those that are moving onto the next stage of their lives outside of the business must decide what is important to them and then break that ideal life into a day-to-day journey.
3. People who embrace a growth mindset, as opposed to a fixed mindset, possess the open-minded characteristics that it takes to achieve their ideal lives outside of their businesses.
Tweetable Quotes:
● “If you’re running a business, when’s the best time to plant a tree? 10 years ago. When’s the second-best time? Now.” - Dave Sinclair
● ”It’s the best-kept secret there is, especially for business owners. You don’t know what you don’t know.” - Dave Sinclair
● “What legacy do you want to leave? Do you want to leave a legacy of chaos for your family or do you want to leave a legacy where the business can continue?” - Dave Sinclair
● “It’s like so many things in life. We will ignore it until absolutely the last moment when we absolutely have to pay attention to it and now it’s too late.” - Jason Pereira
● “To answer the question, which clients do I find have a better chance of creating this life outside the business? It’s the ones that are willing to really open it up, open up to the question, do the deep inner work that’s going to be required to build that identity.” - Dave Sinclair
Resources Mentioned:
● Facebook – Jason Pereira’s Facebook
● LinkedIn – Jason Pereira’s LinkedIn
● Woodgate.com – Sponsor
● FintechImpact.co – Website for Fintech Impact
● jasonpereira.ca – Jason Pereira’s Website
● Man’s Search for Meaning – Book
● Davesinclair.ca – Dave Sinclair’s Website
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