Money Mindset That Changes Everything | Anna Felix | Ep 702 | Throwback

"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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This episode was initially published on: 7/19/2022