Episode 92
069: Helping Clients Pursue Financial Freedom with Scott Ford
Scott Ford is the Founder and CEO of Cornerstone Wealth Management Group, serving entrepreneurs, business owners, executives, and their families. The firm specializes in comprehensive wealth management, business liquidity, and SBA financing strategies. It is Scott’s mission to help his clients pursue financial freedom and live a balanced and fulfilled life. Scott is also the author of three books, including the NYT Bestseller, The Sustainable Edge: Fifteen Minutes a week to a richer Entrepreneurial Life. Most importantly, Scott is a husband and father of two kids, Lakin (26) and Jacob (21)
Notes:
- Small business owners are the backbone of this country
- Scott feels born to help others and is passionate about what he is doing
- Scott started out in insurance working small business owners
- Scott founded his company in 1996 with the idea of being the centerpiece that bring all the important finance
- Scott’s developed six pillars after going through challenging period when son was sick as a baby
- Six key values: Spiratural, family, health, career, contribution, finances
- Scott is most excited about launching new financial education as a way to contribute more to society
- Goal of raising financial literacy one community at a time
- Scott likes to help business owners identify what is most important to them and structure their life and business around that
- How Scott defines success: Being content with where you are in life
- What’s on your calendar represents your true priorities
- Important to figure out what your six pillars are and where you need to spend your time each quarter
- Scott uses a planner pad to prepare for each week and determine where he wants to spend his time
- Balance leads to growth and growth leads to balance
- IMportance of being busy with balance
- Figure out how to create space and margin as a key differentiator for successful entrepreneurs
- Try to block time that is focused and uninterrupted
- Live life by design and not by default
- Advice for entrepreneurs: Get clear on your unique ability and focus on strengths over weaknesses and surround yourself with a team to compensate for weaknesses
Links:
If you are interested in coaching or have feedback or questions on the podcast, feel free to send me an email: andy@andystorch.com
