Your Wealth Is More Than A Number: It's A Mindset Market It With ATMA podcast

Your Wealth is More Than a Number: It's a Mindset

2M ago 41:04

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Shikilia Caro, founder and CEO of Shea Asset Management Group, shares her journey from insurance underwriter to creating a diversified financial services company offering real estate, insurance, and financial advisory services. Her story demonstrates how adapting to challenges and having a clear vision can lead to sustainable business growth over more than two decades.
• Started her business in 1999 after relocating from New Jersey to Texas
• Transitioned from real estate to insurance during market downturns, using corporate experience to enhance entrepreneurial ventures
• Created the "Money Matters Analysis" process to help clients understand their complete financial picture
• Emphasizes the importance of legacy planning and proper life insurance education
• Developed "Girl Flip," an investment training course giving women a safe space to learn real estate investing
• Believes in celebrating small wins while working toward bigger goals
• Approaches wealth as a relative concept, tailored to individual definitions of success
• Values continuous learning and maintaining a "forever student" mindset
Every coach needs a coach. Find someone you trust to be on your financial team, whether you're an individual or a business owner. They can expose you to opportunities you may be unaware of that could provide the security you're looking for.

https://sheaassets.carrd.co/

sheaassetmanagementgroup.com

instagram @SheaAssets

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Chapters

1. Your Wealth is More Than a Number: It's a Mindset (00:00:00)

2. Introduction to Shaquille O'Connor (00:00:16)

3. Starting a Business After Relocation (00:03:56)

4. Evolution of Shea Asset Management (00:10:35)

5. The Importance of Life Insurance Education (00:15:01)

6. Full-Circle Client Success Stories (00:21:11)

7. Girl Flip: Investment Training for Women (00:28:54)

8. Marketing Strategies and Building Credibility (00:34:03)

9. Wealth Mindset and Financial Legacy (00:40:11)

53 episodes