Summary: In today’s society, it’s easy to get overwhelmed by the constant bombardment of do-it-yourself advice. While the self-help gurus claim that you can and should manage every aspect of your career, personal matters, and finances, the truly successful people know that they need a partner to handle all the details.<br> In this episode, Kyle Walters, author of <a href="https://www.amazon.com/Personal-CFO-Secret-Getting-Money-ebook/dp/B07GJ8GK5Z/" target="_blank" rel="noopener">The Personal CFO</a>, shows you how to collaborate with a new kind of advisor who can free up your busy life so you can focus on what really matters.<br> Kyle is the founder of Atlas Wealth Advisors and L&H CPA’s and Advisors, which specializes in helping entrepreneurs, physicians, executives, and retirees simplify their financial lives. By developing a key relationship, you can become the CEO of your life so you could put time and energy into what is most important to you while letting a trusted partner handle the moving parts. By the end of this episode, you’ll know how to reclaim the one thing that money can’t buy.<br> <br> <br> <a href="https://www.amazon.com/Personal-CFO-Secret-Getting-Money-ebook/dp/B07GJ8GK5Z/" target="_blank" rel="noopener noreferrer"></a>Get Kyle’s new book <a href="https://www.amazon.com/Personal-CFO-Secret-Getting-Money-ebook/dp/B07GJ8GK5Z/" target="_blank" rel="noopener noreferrer">The Personal CFO</a> on Amazon.<br> Find out more at <a href="http://thepersonalcfo.com/" target="_blank" rel="noopener noreferrer">ThePersonalCFO.com</a>.<br> <br> Kyle Walters: For the last 15 years and thousands of meetings, I’ve been spending a whole lot of time where I thought was teaching clients or educating clients on the intricacies of financial advice. Taxes, estate planning, insurance, investments, all of these different things. I get very excited about these subjects, because I am passionate about them, I love it. This is what I would read on the beach.<br> I came to the conclusion probably a year or two ago after I sat in several back to back meetings. It really became clear that clients just weren’t really engaged with what I was saying.<br> <br> I started asking them “What’s most useful for us to talk about in these meetings,” assuming that they would tell me like, “I want you to talk about the stuff you normally talk about.” That wasn’t it at all. They really didn’t want to learn about these subjects as much as I thought they wanted to. They just wanted to have everything taken care of for them and handled for them.<br> So that really led me to the build out of our tax and accounting side, which we really needed in order to be able to handle everything for clients. But it led me to I guess my internal mindset shift, which was I need to stop “empowering and educating” these really successful, extremely smart people on things they don’t care about.<br> <br> That made me pull back and look at our industry and the way advisors act. <br> <br> So much of it is talking to people and trying to explain things to them that most of the time, they really don’t care about. I know most of my clients are smarter than I am. The assumption is that they cared about these things, and they just really didn’t.<br> So what I wanted to do was talk about a different kind of role. Can take care all of these things for you, and what are the moving parts in order to get that done?<br> After the Paradigm Shift<br> Charlie Hoehn: What did your business look like before and after, or was it just the way you communicated?<br> Kyle Walters: I think it was both. A lot of it was having conversations with staff. A lot of it was having conversations with myself and rebuilding what we discussed on twice a year, four times a year, however often we are having those client meetings. It was going back to the drawing board or whatever you want to call it, asking the clients, “What do you want to talk about?”<br>
