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The Salty Advisor Podcast

Jim Munchbach
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Welcome to The Salty Advisor Podcast where we share invaluable lessons and transformative experiences shared by our community of Financial Planning Professionals.

In this season of The Salty Advisor Podcast, we pay tribute to the life-changing principles imparted by our mentor and Executive Life Coach, Doug Carter. For almost 20 years, I have been a part of the Doug Carter Summit along with a beautiful community of Financial Planning Professionals. We’ve all had the privilege of one-on-one executive coaching sessions with Doug throughout our careers.

Executive Life Coaching is the focus of this season and I hope you’ll join us as we Video Live Stream each episode of The Salty Advisor Podcast:

📽YouTube @JimMunchbach, and

- Facebook: http://www.facebook.com/JMunchbach
- Twitter: http://twitter.com/JimMunchbach
- Instagram: https://www.instagram.com/jimmunchbach
- LinkedIn: http://www.linkedin.com/in/JimMunchbach
- YouTube: https://www.youtube.com/@JimMunchbach


This season will focus on Executive Life Coaching for Women of Wealth, Business Leaders, and Financial Planning Professionals. Here is a quick list of some reasons to engage in Executive Life Coaching:

🔷 Clarity of Vision and Purpose: Enhance your understanding of both professional and personal objectives, empowering you to lead with purpose and clarity.
🔷 Alignment of Business Strategies with Personal Values: Learn from our experiences on integrating business strategies with personal values for a fulfilling professional life.
🔷 Reinforced Leadership Confidence: Hear firsthand how bolstered confidence in decision-making can align with long-term visions and goals.
🔷 Enhanced Strategic Communication Skills: Discover the importance of communicating strategic visions and business values effectively to various stakeholders.
🔷 Mastery of Purpose-Driven Storytelling: Explore the art of narrative creation that motivates teams and aligns with business purposes.
🔷 Strategic Business Growth and Personal Development: Witness strategies that expand businesses while fostering personal growth and aligning with life’s purpose.
🔷 Balanced Professional and Personal Life: Understand how to achieve a satisfying balance between professional responsibilities and personal life.
🔷 Authentic Executive Presence: Learn to cultivate an executive presence that reflects true personal values and professional ambitions.
🔷 Purpose-Driven Business Planning: See how strategic planning can aim for financial success and create a lasting impact aligned with personal values.
🔷 Renewed Sense of Fulfillment and Legacy: Experience the renewed purpose and fulfillment that comes from leading a business that truly reflects your vision, values, and purpose.

The Salty Advisor playlist will include a collection of powerful stories featuring Women of Wealth, Business Leaders, and Financial Planning Professionals who have experienced personal transformation as a result of Executive Life Coaching authentic community. Join our community to discover how these lessons can inspire and guide your own professional journey as we Pay it Forward.
16 episodes  •  0 archived  •  
S3 E3
Succession Planning for Business Owners, Financial Advisors and Investors
S3 E3·
May 29, 2024
May 29, 2024
26 mins
S3 E2
Purpose-Centered Financial Planning for Women of Wealth, Business Leaders, and Financial Planning Professionals
S3 E2·
May 17, 2024
May 17, 2024
35 mins
S3 E1
Max Dixon Inspired Library for Doug Carter, The Brazos River, and Mother's Day
S3 E1·
May 10, 2024
May 10, 2024
18 mins
Bonus
Day 7 of 30 Days to Make Your Money Count - Powered by Purpose - Missional Money Podcast
Bonus·
Sep 15, 2023
Sep 15, 2023
39 mins
Bonus
Meet The Millionaire Next Door - Missional Money Podcast
Bonus·
Aug 22, 2023
Aug 22, 2023
10 mins
S1 E9
30 Days to Make Your Money Count
S1 E9·
Aug 8, 2023
Aug 8, 2023
6 mins
Bonus
Amazon Employee Investment Strategies - Missional Money Podcast
Bonus·
Aug 7, 2023
Aug 7, 2023
6 mins
S1 E8
WealthCare Client Onboarding Process
S1 E8·
Jul 14, 2023
Jul 14, 2023
29 mins
S1 E7
What is a Fiduciary Advisor and how can you tell if you're NOT one?
S1 E7·
Jul 12, 2023
Jul 12, 2023
34 mins
S1 E6
Missional Money Membership for Financial Advisors $24.95 per month
S1 E6·
Jun 28, 2023
Jun 28, 2023
17 mins