Succeeding in Business Without Losing Yourself

Zack Geist is our guest. He is the founder and owner of Student Loan Tutor, the US's largest student loan advisory company.

Zach shares his journey to entrepreneurship and how books inspired him to achieve success. He stresses the importance of finding one's sufficiency number and how serving others is personal sufficiency.

Zach discusses his experiences with networking marketing, selling something they didn't have, and overcoming rejection. He also talks about his dedication to serving clients, their spiritual ambitions, and their aversion to underpaying people.

Listeners will gain insight into navigating the financial matrix, playing an infinite game, and balancing personal financial goals with being generous.

Empowering Moments

04:06 86-acre sustainable farm grows diverse tropical fruits.

08:42 Entrepreneurship selling candy, rough upbringing, not fast-paced.

10:50 Childhood struggle leads to smart work decision.

13:56 18-year-old earns big, no college education.

17:48 Smooth talking leads to high closing rate.

20:37 Strive for morally neutral impact on society.

25:33 Books, Robert Kiyosaki, Anthony Robbins influential mentors.

28:15 Struggled with dishonesty, but stayed true.

32:28 Financial success led to loss of friendships.

34:41 Financial success breeds desire to overspend uncontrollably.

36:59 Struggle of navigating success and generosity.

42:24 Prioritize sharing experiences and planning for success.

44:00 Constantly improving lifestyle and financial impact globally.

49:10 Struggling to manage sudden wealth, found spiritual enlightenment.

51:28 Learning, untangling, and moving on with coffee.

53:34 Saved millions, especially for entrepreneurs, through holistic finance.

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Empowering Takeaways

Entrepreneurs should surround themselves with people of integrity and not just 'yes' people to maintain success and find trusted advisors.

Assemble a supportive team early in the entrepreneurial journey, ideally even before achieving financial success, to benefit from consistent support and guidance.

Balancing generosity and experiences with responsible financial management to preserve wealth and fulfill responsibilities.

Entrepreneurs from less affluent backgrounds may have a stronger impulse to succeed due to their circumstances, contrasting with those who come from wealth and have different types of challenges.

Pursue businesses that are morally neutral, address a need, and offer opportunities for scaling and flexible work, to ensure long-term success.

The importance of passion in what you're selling, and the challenge of turning hobbies into profitable businesses.

Learning to work smart, not just hard, by leveraging other people's efforts where possible, as exemplified by Zach Geist's early experiences in entrepreneurship.

Recognize the value of sufficiency and gratitude in life and business and knowing one's sufficiency number to balance personal goals with the aim to serve others.

Engaging in the 'infinite game' of continuous improvement, aligning personal finances with soulful work, and making a positive impact on future generations.

Fear of rejection is common among entrepreneurs, but developing resilience and a mindset that welcomes rejection can be pivotal to sales success and overall entrepreneurial growth.

Running a business doesn’t have to run your life.

Without a business partner who holds you accountable, it’s easy to be so busy ‘doing’ business that you don’t have the right strategy to grow your business.

Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for success

Our clients enjoy a proactive partnership with us. Schedule a consultation with us today.

Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.

Copyright 2025 Glenn Harper

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