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Money Mindset That Changes Everything | Anna Felix
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"Be open to new things. Don't be fearful of them." - Anna Felix
Join Niiamah (@niiamahashong) and Anna Felix for a powerful throwback conversation about breaking financial molds and creating empowered clients. Anna shares her journey from personal tragedy to becoming the financial advisor she wished she had found during her own time of need.
Welcome to the Outlier's Edge Podcast, hosted by Niiamah Ashong, Founder of Outlier's Edge and Sherpa of the World of Difference. On this podcast, you'll join other high-performing unconventional leaders and entrepreneurs (aka Outliers) as they talk about leveraging what makes them different to make a difference in the world.
--Check out the video episode on YouTube!--
Timestamps:
00:00 Podcast intro
00:19 Host introduces himself
00:31 Introducing Anna Felix
01:01 Breaking the mold concept
01:35 Anna's approach to money
02:00 Anna's introduction
02:08 How they connected
03:08 Relationship building approach
04:29 LinkedIn connection strategy
05:30 Who is Anna professionally?
06:47 Anna's personal story begins
07:56 Car accident aftermath
08:49 Family health challenges
09:25 Husband's passing
09:48 Financial uncertainty feelings
10:15 Seeking financial help
10:26 Advisor's shocking comment
10:56 Becoming what she sought
11:52 Industry realization
12:20 Finding aligned company
13:15 Putting clients first experience
14:38 Company values alignment
15:58 Client-first philosophy
16:49 Value-based approach
17:56 Human-centric approach
19:15 Offering holistic options
21:15 Starting with basics
22:33 Life insurance example
24:04 Asking about dreams
24:44 Couple's RV story
27:16 Possibility creation concept
28:22 Retirement possibilities
29:35 Paint discovery story
30:58 Importance of possibilities
31:59 Creating vs. solving
33:06 More vs. less mindset
34:23 Anna's future projects
35:34 Book chapter opportunity
35:51 Systematizing challenge
37:16 Client experience preservation
38:38 Anna's personal dreams
39:11 Creating family freedom
40:46 Portuguese heritage connection
42:52 Freedom creation goal
43:54 Traveling while working
44:57 High-touch connection importance
46:20 How to connect with Anna
47:38 Final takeaway message
53:36 Closing masterclass invitation
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