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06 - Jillian Vukovich - Money, Mindset and Mental Health
Description
I’m inviting you to join the phenomenal conversation I have with my guest today, financial planner Jillian Vukovich. Wherever you are, join us as we talk frankly about money, navigating friendships as colleagues and clients, and how being human and mental health fit into business. There’s a lot to learn.
Jillian shares the very personal story of how she got into the finance industry. It’s not a place she ever imagined ending up but the way she came to it is beautiful. And who needs a financial advisor? I ask her that million-dollar question and she answers honestly. She has advice for all of us at whatever level of business we’re in.
How should we teach our kids about money? What did our parents teach us? Does being vulnerable help or hinder a business relationship? These are just some of the questions Jillian and I tackle together as we discuss the ins and outs of being an entrepreneur, a woman, a business owner, and dealing with finance.
Key Moments
15:20 Money is fluid and psychology plays a big part in finance
22:33 The pros and cons of generational financial advice
38:15 Being human in business
- What the one-third/one-third/one-third piece of advice is all about
- What’s the best way to manage client relationships that have also become friendships?
- Mental health and how it drives success and understanding
About Jillian Vukovich:
Jillian has been in the financial services industry since 2011, beginning her personal practice in 2016. Jillian specializes in assisting business owners and incorporated professionals with the growth and preservation of assets, as well as the legacy of their estate.
Jillian holds the RRC and CFP designations.
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Resources discussed in this episode:
- Anchored Leadership group coaching
- “Big Magic: Creative Living Beyond Fear” by Elizabeth Gilbert
- Annual charity event created and run by Jillian in support of the Mustard Seed's School Lunch Program: Bowls for Bellies
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Contact Kari Lotzien | Be the Anchor:
Contact Jillian Vukovich | IG Private Wealth Management:
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Transcript:
Kari Lotzien: [00:00:01] Welcome to Be the Anchor, the podcast. I'm your host, business and leadership coach Kari Lotzien. When the seas of life gets stormy, and they always will, it is not up to us, to captain anyone else's ship or to try to calm the waters of the ocean. It's up to us to set our own destination for what we really want and to learn how to navigate those waves of life together while finding that place of security and stability with others. I call this being an anchor. If you are a dreamer, a visionary, an entrepreneur, whether you have an idea big or small, that you think might just make the world a little bit better, kinder, gentler place, you are in the right spot, my friend. We are going to talk about everything from big ideas to mindset and strategy a