Fiduciary Duty and Client Responsibility

So many of our beliefs about wealth, success, and financial security are shaped by past experiences or stories we've unconsciously absorbed, but are they helping or holding us back? Are your financial habits based on old assumptions, or have you created a plan that actually serves your dreams? In this episode, I talk with Bill Cates, author of "The Hidden Heist," about uncovering self-limiting beliefs, the power of compounding, and why we all need to rethink our approach to building financial dignity and freedom—on our own terms.

Listen to this new episode for inspiration on rewriting your money story, practical tips to grow your wealth, and why awareness is the first step to lasting financial change.

About Bill: 
Bill is a Hall of Fame speaker, entrepreneur, referral expert to financial advisors, and

author of The Hidden Heist: Stop Robbing Yourself of Lasting Wealth – An Irresistible Tale of

Financial Redemption. He hosts the Top Advisor Podcast and has been featured in The Wall Street

Journal, Success, and Entrepreneur. He’s climbed Kilimanjaro, trekked to Everest Base Camp—and

today he’s here to help us build financial stability and real wealth by writing a “New Money Story.”

Contact Bill:
www.TheHiddenHeist.com

www.TheOrdinaryMillionaire.com

https://www.linkedin.com/in/billcates/

If you have any questions about anything in this, or any of my podcasts, or have a suggestion for a topic or guest, please reach out directly to me at Alan@WeddingBusinessSolutions.com or visit my website Podcast.AlanBerg.com 

Please be sure to subscribe to this podcast and leave a review (thanks, it really does make a difference). If you want to get notifications of new episodes and upcoming workshops and webinars, you can sign up at www.ConnectWithAlanBerg.com  

View the full transcript on Alan’s site: https://alanberg.com/blog/

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I'm Alan Berg. Thanks for listening. If you have any questions about this or if you'd like to suggest other topics for "The Wedding Business Solutions Podcast" please let me know. My email is Alan@WeddingBusinessSolutions.com. Look forward to seeing you on the next episode. Thanks.

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