Unlocking Authentic Success | Bob Wheeler | Ep 22

There’s a big difference between knowing what you have versus being grateful for what you have. Virginia welcomes CPA, comedian, and CFO of the iconic Comedy Store Bob Wheeler, who speaks to the value of embracing gratitude and infusing joy into all aspects of his life. Bob explains how his own past issues with money inspired him to start a business to support others through their financial journey.  

Bob hones in on why relationship-building and maintaining integrity in business is essential, and how making time to listen and engage with others can result in unexpected opportunities and growth. He also encourages business owners and leaders to be open to difficult conversations and to be okay with imperfection.   

Prioritizing Integrity   

[00:17:05] Practicing What You Preach 

[00:20:43] Clarifying Your Purpose  

[00:29:53] Understanding Transactional vs. Relational Business  

[00:33:25] Taking Responsibility and Knowing When to Pivot       

Embracing Emotional Intelligence in Business  

– Focus on genuine connections with clients and colleagues rather than merely conducting transactions.    

– Manage business in a way that aligns with your personal values, even if it means losing a client.  

– Regularly evaluate your motivations and actions to ensure they align with your personal and professional goals.  

– Get comfortable having difficult conversations and recognizing the emotions tied to your work.  

Getting Clear on What Matters 

Bob believes instead of striving for perfection, it’s better to reflect on what brings you joy and revitalizes your energy, allowing others to see the human in you. 

“I think it's so important to really know what our mission is, what our purpose is in the business and in life in general, because they're not separate. I incorporate my personal life into my staff, my employees, my clients, the professionals that I work with. I don't try to keep all that stuff separate. This is me. This is how I'm going to show up, and I'm going to show up in all aspects of my life.” - Bob Wheeler 

Connect with guest, Bob Wheeler:   

Website – Bob Wheeler - The Money Nerve  

Podcast  – Money You Should Ask 

YouTube – @TheMoneyNerve 

Book – The Money Nerve 

 

This podcast is edited and managed by the team at PodcastAbundance.com and we’d love to produce your podcast too! To discuss working together, book a Discovery call with me. www.talktovirginia.com

You’ll find equipment & software recommendations, downloadable templates, and podcasting how-to videos at www.PodcastAbundance.com/resources

Watch everything on YouTube @PodcastingForFinancialPros

Follow Virginia Elder on social media:

LinkedIn

Instagram

To become a guest or find other episodes of Podcasting for Financial Professionals (formerly known as Reaching Abundance), visit www.podcastingforfinancialprofessionals.com