Navigating Wealth Management with Dustin Serviss
Welcome to another episode of the Beacon Way Podcast, hosted by Adrienne Wilkerson. In this episode, Adrienne is joined by Dustin Serviss, the founder of Service Wealth, who shares his journey and insights into wealth management. Established in 2005, Service Wealth focuses on helping business owners and successful families navigate the complexities of wealth and insurance. Dustin discusses the evolution of the financial planning industry, the importance of lifestyle design, and how he helps clients achieve their financial goals. Tune in to hear valuable advice on personal branding, work-life harmony, and financial strategies for business owners.
https://a.co/d/4lJPrOd Dustin's book
https://www.servisswealth.com His company
https://www.thepictureofwealth.com/podcast His podcast
https://a.co/d/70NaHCl Why Greatness Cannot be Planned: The Myth of the Objective
00:00 Introduction and Guest Welcome
02:04 Dustin's Journey to Starting Service Wealth
03:23 The Reality of Entrepreneurship
06:01 The Importance of Work-Life Harmony
08:30 Personal Branding and Authenticity
13:05 Evolving Financial Planning for Business Owners
16:38 Lifestyle Design and Financial Planning
24:20 The Impact of News and Stress on Financial Decisions
29:47 Spending Accelerator Exercise and Final Tips
34:25 Conclusion and Farewell
