Do You Have These Key Traits of The Wealthy and Successful? (PART 2)

I’ve worked in the wealth planning industry for over 30 years and over that time I’ve come to understand that there are some important precursor traits that financially successful people utilize to enhance the probability of financial success. Be sure to watch this three part video series to find out what these traits are!

The audio only format below!


For more information and resources on all things financial visit this link.

Visit our youtube channel for great video resources on retirement and other financial topics.

To TRUELY dive DEEP into these topics and get the VERY MOST out of these lessons, do not hesitate to download the info-packed eBook linked in the video and below!

The Resilient Professional eBook

Do You Have These Key Traits of The Wealthy and Successful? (PART 1)

Here’s the audio-only if you prefer that method of learning!

In my over 30 years working in finance, I have noticed many patterns and trends in the individuals I have dealt with professionally. In this video, I unpacked a few key traits of the wealthy and successful people I have had the pleasure of working with.

For more information and resources on all things financial visit

Visit our youtube channel for great video resources on retirement and other financial topics

To TRUELY dive DEEP into these topics and get the VERY MOST out of these lessons, do not hesitate to download the info-packed eBook linked below!

The Resilient Professional eBook

10 Health Strategies To Have An Amazing 2017 Professionally and Personally!

Welcome to this edition of the Take Charge of Change podcast. In the podcast, I will out- line 10 health strategies that will help you boost physical resilience for a great 2017.

For the audio only, click play on the media player below!

One – Get your sleep. Just as a healthy diet and regular exercise are necessary and essential for good health, so is sleep. Cutting back on snooze-time can lead to an out-of-control appetite (some studies show that people who sleep less are more likely to be overweight), a greater risk for coronary heart disease and type 2 diabetes. So try to get the recommended eight hours of sleep needed for good health, safety, and optimum performance.

Two – Rise and shine — and eat. Breakfast gets your body’s metabolism going again after a night of sleeping, and gives you the gradual and adequate energy you need to get through the morning. You don’t have to eat snacks to supplement your energy needs and expenditure. It doesn’t have to be complicated too. Microwave instant oatmeal, topping it with skim milk or yogurt and berries; in minutes, you’ll enjoy filling fiber with a protein and vitamin boost. Hard-boiled eggs, whole-grain toast with almond butter or a fruit and yogurt smoothie are also quick, nutritious choices.

Three – Wash your hands. From banishing cold and flu germs to preventing foodborne illnesses, frequent hand-washing is one of the smartest preventive habits you can adopt. Wash your hands with warm water and soap before handling food, eating, or touching your face, and after using the bathroom or coming into contact with potentially contaminated objects such as doorknobs, toys, and menus.

Four – Know your family health history. Your family’s medical history can give you valuable information about your health. Many diseases, such as heart disease, breast cancer, diabetes, and depression, can have a genetic component. The more you know about the health of your relatives, the better informed you’ll be about your risk factors and how to manage them.

Five – Eat mindfully. One of the significant differences between people who successfully manage their weight and people who regularly struggle is mindful eating. Turn off the TV or computer, sit down at a table with your food on a plate, and focus on eating. Savor the smell and enjoy the taste. Put your fork down between bites, and take the time to enjoy your meal. Chances are you will eat less and feel more satisfied.

Six – Add variety to your diet. Wild salmon and sardines are just a couple of the fish that provide heart-healthy fats such as omega-3, which lower your risk of cardiovascular disease and help preserve your cognitive function. Aim for two servings a week; more than that may add too much mercury to your system. On occasion, indulge in a glass of red wine (or any alcoholic beverage) or a bite of dark chocolate that contains at least 75% cocoa-both contain antioxidants that can benefit your heart. Also, both may relax blood vessels, which reduces clotting somewhat and makes it easier for blood to get to the heart. And finally, try to eat 5-7 servings a day of fruits and vegetables, and minimize your intake of carbohydrates.

Seven – Volunteer. In addition to helping others, volunteers themselves often benefit from “giving back” to the communities in which they live and work and enjoy a rewarding sense of doing something good for someone else. As a volunteer, you gain valuable experience, learn new skills, make friends and meet others who share the same interests. 8Maintain strong family and social networks. Research has shown that people who have family and friends they can turn to for support and companionship may be healthier and less likely to experience depression than those who spend most of their time alone. Looking for new friends? Join a club, take a class or volunteer.

Nine – Take a time out. At least once a day, close your eyes and focus on taking ten deep, full breaths. Inhale through your nose, feel your diaphragm expand, and exhale through your mouth. Deep, focused breathing slows your heart rate, calms the body and, as a result, calms your mind and reduces stress. Mix in at least 30 minutes of moderate physical activity at least five days a week as well. Choose something you enjoy and will stick to. Recent studies found that brisk walking is just as good for your heart as jogging, or try biking or swimming. You needn’t do it all at once; two 15-minute workouts or three 10-minutes blocks work equally well.

Ten – Drink more water to prevent constipation, dehydration, and other related diseases. Whether you drink bottled, filtered or tap, water helps keep your cells hydrated, flushes out toxins and prevents dehydration. Tea, juices, and sports drinks count, too, but watch out for added sugar, artificial flavorings, and caffeine, all of which can detract from the benefits.

I hope you enjoyed this edition of the podcast. If you want to help your staff or teams enhance professional and personal productivity, be sure to contact us. We would love to start a conversation.

You can download the free eBook, The Resilient Professional at the end of this post.

The Resilient Professional eBook

The Intersection of Energy & Responsibility – It’s Critical To Understand!

In our professional journey, we start off with dreams for the future and the required energy to begin the process and steps that will lead us to the future that we desire.

Unfortunately, too many professionals flame out just when they hit their peak powers of professional competence. Why does this happen? Shaun will unpack this critical transition point and how it should shape your approach to professional development.

Be sure to download The Resilient Professional eBook. It’s packed full of information that will help you to maximize your professional impact and extend your career.



How To Cultivate Purpose, Mission & Goal Achievement To Make 2017 Extraordinary

Nothing will place the laws of probability more firmly in your favour than knowing how to cultivate the behaviours that will increase the chances of success. In this video, Shaun will discuss the connection between purpose, vision, and mission when it comes to putting proper focus to your goal achievement process.
Click below to listen to the audio-only version of the podcast:
If you want to experience an extraordinary year, be sure to download the free eBook, The Resilient Professional. This eBook contains transformative content on goal achievement and practical exercises that will help you to tap into the power of Purpose, Vision, and Mission.