Today, Richard & Matt from WealthSmart have something very exciting to introduce to you... The Wealth Builder Scorecard! This episode peels back the curtain on society's fascination with measurements and rankings, from the whimsical (which Disney princess are you?) to the practical (what's your fitness score?), setting the stage for a deeper exploration into personal growth and financial success. Discover the origins of the Wealth Builder Scorecard, inspired by renowned entrepreneur Dan Sullivan's Scorecard Mindset from Strategic Coach, and learn about the journey from a failure mindset to the pinnacle of transformative success. We break down the scorecard's four key stages, offering listeners insights on how to climb the ladder of wealth building by shifting from external to internal metrics of success. The conversation also highlights the pivotal strategic coach concept of the abundance vs. scarcity mindset and uncovers the four freedoms crucial for true wealth builders: time, relationships, purpose, and financial independence. This episode is not just a talk; it's a call to action to assess and elevate your wealth-building journey. Take the Wealth Builder Scorecard challenge on our website, benchmark your progress, and step into the mindset of abundance that defines the most successful wealth builders. Tune in, transform your approach to wealth, and redefine your personal success story. To find your Wealth Builder Score, head on over to our website and click on the Orange button: wealthsmart.ca

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Richard and Matthew Vetter are Certified Independent Financial Planners in Vancouver, BC.

The WealthSmarts Podcast is Back! With the first episode of 2024, Richard & Matt announce their return in 2024 after a significant break. They describe several steps taken in the previous year for the firm to better assist clients in planning, building, and securing wealth. Key changes include new systems, hiring an associate advisor, and acquiring another advisory business. The aim for the revamped podcast is to deliver value and share financial education with clients and 'wealth builders.' Future content will also be influenced by audience feedback and periodically condensed in a relaunched WealthSmarts newsletter. Richard & Matt then provide a brief roadmap of topics for coming episodes, including goal setting, tax planning, retirement planning, debt management, etc. Make sure to check out our podcast, WealthSmarts, wherever you find your podcasts. For detailed insights and tailored advice for your and your family's finances, make sure to check out our website: wealthsmart.ca If this content makes you interested in managing your finances, give us a like, share, and make sure you're subscribed to WealthSmart. For regular content make sure to follow us on social media! Facebook/Instagram/Threads: @wealthsmart

In this week's episode of the WealthSmarts podcast we celebrate the contribution of businesses and non-profit organizations to our community in Richmond. In particular, we discuss how such organizations generate massive value in our society and too often fly under our radar.  

We will also be talking about the Richmond Chamber of Commerce Business Excellence Awards which has recognized the best of Richmond’s business community since 1977. Joining us is Shaena Furlong, President and CEO of The Richmond Chamber of Commerce who will share her insights on the many different ways that businesses and non-profits shine.

To nominate a business or non-profit organization that you feel deserves to be recognized, click here: https://www.richmondchamber.ca/business-excellence-awards/