The Picture of Wealth

Dustin discusses his work in helping successful families make important financial decisions. He shares his personal journey of overcoming workaholism and emphasizes the importance of work-life balance and strong family relationships. He also highlights his company's focus on providing specialized financial services to blue-collar business owners and those planning for retirement. In addition, we will be pausing the podcast for now, but we will be back again. We would like to thank everyone who has joined us on this journey, until next time.

This week, Dustin reads another chapter from his book. Theo realizes the need for a clear financial plan, considering aspects like insurance, investments, and risks. He also acknowledges the importance of his relationship with his wife, Ashley. When Ashley struggles to understand his complex financial plan, Theo simplifies it using a wealth plan he had previously drawn. The episode highlights the importance of clear communication and planning in managing wealth and maintaining healthy relationships. In the next coming weeks, join us as we explore Theo's journey of self-discovery, retirement planning and the pursuit of the ultimate picture of wealth. CONNECT WITH US: Instagram LinkedIn Website

This week, Dustin reads another chapter from his book. Reflecting on a memory - Theo, embarks on a journey with Mans. They encounter a moose and her calf, prompting Mans to share his innovative solution of a blind to protect the animals from predators. The duo also experiences a cold plunge in a creek, leading to a discussion on their ideas and experiences. The chapter underscores the significance of self-protection while enjoying life and the importance of action. In the next coming weeks, join us as we explore Theo's journey of self-discovery, retirement planning and the pursuit of the ultimate picture of wealth. CONNECT WITH US: Instagram LinkedIn Website

This week, Dustin reads another chapter from his book. As Theo goes through his photos to find the ultimate picture of wealth he receives an email about a job opportunity to manage Permission Peak Lodge. Theo, bored with his current job, is intrigued by the offer and discusses it with his wife, Ashley. Despite initial doubts, they decide to consider the opportunity. In the next coming weeks, join us as we explore Theo's journey of self-discovery, retirement planning and the pursuit of the ultimate picture of wealth. CONNECT WITH US: Instagram LinkedIn Website

This week, Dustin reads another chapter from his book. Theo meets with Kazuko Sato, a snail farmer in Chilliwack, BC. Kazuko shares her journey of starting a successful snail business following a life-changing accident. She discusses her decision to move from Japan to Canada to pursue her passion for farming, despite societal expectations. In the next coming weeks, join us as we explore Theo's journey of self-discovery, retirement planning and the pursuit of the ultimate picture of wealth. CONNECT WITH US: Instagram LinkedIn Website

This week, Dustin reads another chapter from his book. It's Theo and Ashley's last day at Permission Peak Lodge. It's here where Mans explains to Theo the 'glow zone' - the relationship between happiness, money and effort. Theo reflects on his own life, recognizing a need for change and the importance of not continuing on an unfulfilling path. In the next coming weeks, join us as we explore Theo's journey of self-discovery, retirement planning and the pursuit of the ultimate picture of wealth. CONNECT WITH US: Instagram LinkedIn Website

This week, Dustin reads another chapter from his book. Theo reflects on his experiences with the super-rich, realizing that wealth doesn't equate to happiness. The discussion shifts to automating the money mindset and the importance of personal goals. Theo's wife, Ashley, expresses frustration about their lack of communication regarding finances. The chapter highlights the importance of removing life limitations and having personal goals for relationship survival. In the next coming weeks, join us as we explore Theo's journey of self-discovery, retirement planning and the pursuit of the ultimate picture of wealth. CONNECT WITH US: Instagram LinkedIn Website

In this week, Dustin interviews Stephen Shedletzky (Shed) who is a leadership speaker, author and coach. The two discuss Shed's career journey, his work with Simon Sinek, and the concept of "Start with Why." Shed discusses the importance of purpose and clarity in leadership and shares his personal philosophy on business and success. They also talk about the future of work, with Shed advocating for flexibility and autonomy. The conversation also covers Shed's approach to funding his new book and his goal of making a long-lasting impact rather than getting rich quickly. Shed's story is one of happy accidents and a commitment to meaningful engagement. About Stephen Shedletzky: Shed is a leader and speaker who specializes in fostering psychological safety in the workplace. He supports humble leaders who acknowledge their role in both problems and solutions, prioritizing people and purpose. Shed has extensive experience as a sought-after speaker, coach, and advisor, delivering keynote presentations and workshops globally. He is recognized as a thought leader in psychological safety and is the author of "Speak-Up Culture: When Leaders Truly Listen, People Step Up." Shed's journey began on a corporate track but took a transformative turn when he encountered the work of Simon Sinek. After meeting Sinek, Shed joined his team and served as Chief of Staff and Head of Brand Experience, Training & Development at Simon Sinek, Inc. Over more than a decade, Shed contributed to creating a more inspired, safe, and fulfilled world. He graduated from the Richard Ivey School of Business with a focus on leadership, communication, and strategy and holds a coaching certification from The Co-Active Training Institute. Shed currently resides in Toronto with his wife and two young children. Finding Purpose and Clarity in Leadership (00:02:42) The Start with Why Philosophy (00:07:04)  Identifying Your Why (00:11:41)  The Purpose of Business (00:15:06)  Defining Success (00:16:41)  Personal Changes in Career (00:22:00)  The importance of flexibility and autonomy in the workplace (00:25:28). Challenges and considerations of returning to the office (00:26:08)  The role of execution and marketing in turning ideas into reality (00:30:01)  The importance of purpose and longevity (00:35:06)  The investment and budgeting process for publishing a book (00:36:05)  Different publishing options and considerations for authors (00:38:00)  CONNECT WITH SHED: Website LinkedIn

This week, Dustin reads another chapter from his book. The story follows Theo on his third attempt at a diving contest in Cabo San Lucas, where he meets Carlos Rays, a pioneer in scuba diving. Carlos agrees to guide a group of wealthy lawyers on a diving excursion, and Theo is captivated by the resort's beauty and the lawyers' extravagant lifestyle. Despite his efforts, Theo feels he hasn't fully captured the essence of the experience. In the next coming weeks, join us as we explore Theo's journey of self-discovery, retirement planning and the pursuit of the ultimate picture of wealth. CONNECT WITH US: Instagram LinkedIn Website

In this episode of "The Picture of Wealth", Dustin Service interviews Chris Wills, founder and managing partner of Venture Commercial, the commercial real estate division of Venture Realty Corp. They discuss the intricacies of commercial real estate, with Chris sharing his experiences and insights on property valuation, market conditions, and the impact of interest rates. Chris also highlights the potential of under-utilized areas like the north end of Kelowna and the importance of understanding commercial leases. About Chris Wills: With a career spanning back to 2007, Chris began at DTZ Barnicke and was mentored by his father, and later joined Colliers International before strategically aligning with Venture Realty Corp in 2020 to establish its commercial division. Passionate about community growth, Chris actively contribute to bringing new businesses to the Okanagan, assisting in expansions, and collaborating with developers and landowners. Chris' commitment extends beyond business, as evidenced by his role as the co-founder of "100 Men/Hero's Who Give a Damn!"—a charity initiative raising over $350,000 for Okanagan charities since 2016. Chris emphasizes mentorship, leadership evolution, and community engagement within his real estate team. Serving on the Board of the Kelowna Chamber of Commerce and actively participating in various charitable initiatives, he has a strong dedication to local businesses, community development, and making a meaningful impact in the Okanagan region. Assessing commercial real estate prices (00:04:48) The dream of bringing smaller businesses together (00:11:47) The value of building a tenant mix (00:13:09) The shift in investment from outside markets (00:18:20) Understanding Commercial Leasing (00:22:17) Explaining Triple Net Lease (00:23:49)  Choosing the Right Asset Class (00:28:10) The website and questions about commercial real estate (00:33:20) Specialization in different asset classes (00:33:28) CONNECT WITH CHRIS: Instagram LinkedIn Website

This week, Dustin reads another chapter from his book. The chapter revolves around Theo, his photography, and his relationship with his wife Ashley. It captures their fishing trip, their playful banter, and a heartfelt conversation between Theo and Ashley. The chapter also delves into the concept of wealth, challenging the notion that it's solely about money and possessions, and emphasizes the importance of living well and cherishing relationships and experiences. It introduces the idea of a "wealth edge," suggesting true wealth lies in one's passion and unique skills. In the next coming weeks, join us as we explore Theo's journey of self-discovery, retirement planning and the pursuit of the ultimate picture of wealth. CONNECT WITH US: Instagram LinkedIn Website

In this episode of "Picture of Wealth", Dustin interviews health practitioner and biohacker, Dr. Brett Phillips. They discuss Brett's morning routine, his biohacking practices including exercise with oxygen therapy and hyperbaric oxygen chamber therapy, and the impact of diet and natural remedies on health. Brett emphasizes the importance of balance in diet, mindfulness, good sleep, and regular lab work for optimal health. He discusses the conventional healthcare system for its approach to thyroid issues and shares his own treatment methods. Brett also highlights the significance of positive thinking, gratitude, and a wealth mindset in overall well-being. Exercise with Oxygen Therapy (00:01:02) Hyperbaric Oxygen Chamber Therapy (00:02:15)  The Importance of Oxygen for Cellular Energy Production (00:06:57) The importance of foundational health (00:11:39) The limitations of traditional lab testing (00:14:01)  The significance of cholesterol and the dangers of statin drugs (00:17:39 The importance of thyroid health (00:23:06) Challenges in the natural health industry (00:25:39) The power of mindset and holistic health (00:30:18) The morning routine and gratitude practice (00:34:46) Mindset and wealth manifestation (00:36:32)  CONNECT WITH BRETT: Instagram Website

This week, Dustin reads another chapter from his book. In this chapter, Theo, the main character, wakes up at a lodge run by Mans, who shares his story of leaving a successful business to reconnect with nature. Mans discusses the importance of balance between work and family, prompting Theo to invite his wife, Ashley, to join him at the lodge. Theo also interacts with Orson, a staff member, who shares his love for the lodge and its ever-changing landscape.  In the next coming weeks, join us as we explore Theo's journey of self-discovery, retirement planning and the pursuit of the ultimate picture of wealth. CONNECT WITH US: Instagram LinkedIn Website

In this episode, Dustin chats with long time friend, Trent Kitsch - founder of Saxxs Underwear and co-founder of Doja Cannabis Company. Trent shares his decision-making process, which involves a 'dreams card' where he writes down his values and goals. Trent also talks about the evolution of his dreams, the importance of defining personal success, and the mentors who have helped him along the way. The conversation also covers the challenges of taking a company public and the significance of managing both the business and its stock. Trent encourages listeners to believe in themselves and take daily actions towards their goals. About Trent Kitsch: Trent Kitsch, born in Kelowna, is a Canadian entrepreneur and former baseball player. After playing for Team Canada and being drafted by the Colorado Rockies, he pursued NCAA Division 1 baseball at Oklahoma State University and UNLV. Kitsch earned an MBA from the University of Western Ontario in 2007. In 2007, he founded Saxx Underwear, later selling it in 2016. He co-founded Doja Cannabis Company, which became HIKU Brands and was sold to Canopy Growth for around $630 million in 2018. Kitsch also co-founded Kitsch Wines in 2015 and Stately Capital Corporation in 2019, which merged with Gold Flora in 2021. Kitsch emphasizes the importance of leadership, values, and hard work in business. He believes one doesn't need sector-specific experience to start a business and defines a leader as someone making three to five good decisions annually while setting a future vision. Kitsch is actively involved in charitable work, supporting organizations like Mamas for Mamas, The Kelowna Women's Shelter, and coaching Central Okanagan Minor baseball. Additionally, he contributes to Baseball Canada and mentors aspiring entrepreneurs. Kitsch is a dedicated family man and father of two children. Childhood Dreams and Evolutions (00:01:19) Starting Saks Underwear (00:04:08) The journey of creativity and design (00:14:14) Mentors and influencers along the way (00:16:02)  Taking on investors and the risks involved (00:19:53) The stock price and its impact (00:24:59) Following Trent Kitsch online (00:26:26)  Taking action for future success (00:26:51)  CONNECT WITH TRENT: Instagram

This week, Dustin reads another chapter from his book. In this podcast episode, the main character, Theo, escapes his busy life to a peaceful mountain cabin. Here, he meets Orson, the cabin's cook, waiter, guide, and first aid attendant. Theo, a photographer, is participating in a contest to capture the ultimate picture of wealth. However, Orson challenges this concept, stating that wealth is not about material possessions or winning races. The episode explores the idea of wealth and tranquility in a serene mountain setting. In the next coming weeks, join us as we explore Theo's journey of self-discovery, retirement planning and the pursuit of the ultimate picture of wealth.

This week, Dustin sits with Zach Schleien, CEO and co-founder of the dating app Filter Off. They discuss the app's unique approach to tackling scammers, Zach's practice of breathwork, and the challenges of online dating. Zach also shares his experience in fundraising for the app and his plans for using the funds raised. He talks about the future of online dating, the qualities he looks for in a matchmaker, and his approach to managing excess cash in his business. Zach also shares insights on the importance of surrounding oneself with positive influences. About Zach Schleien: Zach Schleien is the CEO and Co-founder of Filteroff, a video speed dating app that has been recognized by The New York Times, BBC, and reached #1 on Product Hunt. He began his journey in the online dating industry by launching Top Romp, a dating publication that provided insight into dating hacks and apps for the modern dater. Later, he launched Hinge's subreddit after selling the blog. With the aim of enabling people to connect on a more profound level beyond swiping through profiles, Zach founded Filteroff. Filteroff has facilitated over 350,000 video speed dates and secured a $2.4 million investment led by Anheuser-Busch's venture arm in November 2021. Zach is passionate about technology, health, and helping people in creating genuine connections. Breathwork and Meditation (00:01:09) The Evolution of Filter Off (00:03:30) The importance of building a user base and revenue (00:10:55) Introducing matchmaking and the future of online dating (00:12:45)  Dealing with scammers and catfishing in online dating (00:17:22)  The importance of pillars in matchmaking (00:22:25) Reinvesting revenue for business growth (00:25:01) Multiples and valuations in the tech space (00:26:15)  The evolution of friend groups (00:32:58) Choosing positive influences (00:34:12) CONNECT WITH ZACH: Filter Off Instagram TikTok

This week, Dustin reads another chapter from his book 'Mans Picture of Wealth'. In this chapter, we focus on the life of Omar Ansari, a self-made billionaire in the automotive industry. Born and raised in Doha, Qatar, Omar moved to Italy and built an empire supplying high-end parts to luxury car manufacturers. Theo believes that by capturing the moment that Omar makes his billion dollar deal, he will be capturing the picture of wealth but as he converses with Omar he realizes wealth is not defined by the deals that take place in the boardroom. In the next coming weeks, join us as we explore Theo's journey of self-discovery, retirement planning and the pursuit of the ultimate picture of wealth. CONNECT WITH US: Instagram LinkedIn Website

In this weeks episode, Dustin Service interviews Mike Watts, the founder and CEO of Love Handle. They discuss Mike's entrepreneurial journey, the origin of Love Handle, and his approach to product development. Mike shares his strategies for identifying market needs, building a strong team, and learning from successful entrepreneurs. He also talks about his previous company exits, the importance of mentorship, and his future plans for Love Handle. Mike emphasizes the value of taking the first step towards one's goals and the significance of humility and teamwork in achieving success. About Mike Watts: Mike Watts is an experienced entrepreneur who has 6 startup companies under his belt including founding three consecutive multi-million dollar companies in the last 10 years. Mike has successful exits from three companies including one for over $6 million and he even struck a deal with Daymond John from Shark Tank. Mike currently serves as Founder/CEO of LoveHandle, a fast-growing American manufacturer of patented custom smartphone grips and accessories where he leads a team of 30 full-time employees. Mike is a regular keynote speaker for entrepreneur and inventor groups and a guest professor at Texas A&M University's entrepreneur program in College Station. Mike is a 3-time winner of the Aggie 100 Award for fastest growing companies and has been listed on the Fortune 5000 multiple times.   The origin of Love Handle and its branding [00:01:05]  Mike's entrepreneurial journey and approach to product development [00:03:18] Manufacturing and quality control at Love Handle [00:08:01]  The importance of culture and team dynamics [00:09:26] Factors influencing the timing of company exits [00:11:43] The benefits and sacrifices of entrepreneurship [00:14:49] The mentorship and professional support [00:19:12] Considering real estate as an investment [00:20:11] Expanding product line and future possibilities [00:21:47]  Investing in People and Being a Servant Leader [00:28:43] Inspiring People to Take the First Step [00:30:01] Creating Whatever You Want and Overcoming Limitations [00:31:34]   CONNECT WITH MIKE: Website LinkedIn Instagram

This week, Dustin reads another chapter from his book 'Mans Picture of Wealth'. The chapter begins with Theo being greeted by a blonde dreadlock Aussie who helps set him up for his helicopter trip. Upon jumping in the helicopter, Theo meets Andre, a friendly French-Canadian pilot. Theo reflects on his past adventures and his current neglect of his own interests due to his busy business. Andre sympathizes with Theo and shares his own experiences. They bond over their shared struggles and the challenges of finding balance in life. Theo is captivated by the stunning views during their helicopter ride. They land at Permission Peak Lodge and are greeted by Mans Johnson, a rugged-looking man with a European accent. In the next coming weeks, join us as we explore Theo's journey of self-discovery, retirement planning and the pursuit of the ultimate picture of wealth. CONNECT WITH US: Instagram LinkedIn Website

In this podcast episode, former professional monster truck driver Cam McQueen sits down with Dustin to discuss his career, family life, and journey to achieving his goals. Cam shares his passion for motor and adrenaline, recounting how he defied skeptics who dismissed his dreams of becoming a stuntman or monster truck driver. He talks about the challenges of balancing work and family, the unconventional paths he took to enter the monster truck industry, and the exhilarating experience of driving a 1500 horsepower monster truck. Cam also discusses recent lifestyle changes and emphasizes the importance of focusing on family and what truly matters. About Cam McQueen: Cam decided to follow his childhood dream of becoming a stuntman and a monster truck driver, despite being discouraged by a high school teacher who considered these professions non-traditional. Financially stable due to owning a home in Kelowna and working at a local motorcycle dealership, Cam made a pivotal decision when he received a call from his friend Andy Bell to meet famous riders at an MX track, including Travis Pastrana. This encounter would open doors leading to Cam fulfilling both of his dreams. Over the next 20 years, Cam's life revolved around stunts and monster trucks, but he eventually retired from these pursuits. Today, he resides in Kelowna with his wife and two sons, owning a contracting company and a hot rod shop specializing in custom restorations and rebuilds. While his stunts and monster truck days are behind him, he continues to enjoy riding dirt bikes with his family, camping, fishing, hunting, and recently sold his West Kelowna home to downsize and acquire a recreation property in the valley for the next chapter of house renovations and creating family memories. [00:03:48] Cam discusses the difficulties of being on the road for his career as a monster truck driver and the toll it took on his family. [00:02:05] Cam shares the story of how he discovered his passion for motor and adrenaline, his initial interest in stunt work, and his determination to make it a reality despite obstacles. [00:09:47] Cam McQueen describes the experience of driving a monster truck and the intense adrenaline rush it provides. [00:11:01] Cam McQueen shares his inspiring story of selling his house, reevaluating his priorities, and making changes in his life. [00:13:23] Cam McQueen discusses the financial freedom he gained after selling his house and paying off his mortgage, allowing him to start fresh and pursue new opportunities. CONNECT WITH CAM: Instagram

This week, Dustin reads another chapter from his book "Mans Picture of Wealth". In this chapter, we get to learn more about Theo's parents, wife and kids. Listeners will get a glimpse into his struggles and learn more about why the Picture of Wealth contest is so important to him. At the beginning of the chapter, Theo discusses his participation in the Picture of Wealth contest with his parents. His mother expresses disappointment in him and questions why his wife and kids couldn't make it to dinner. Theo's father is skeptical about the contest and shares his decision to give up golfing. Theo's dad questions the financial implications of the contest and doubts its legitimacy. Later, when Theo arrives home, his wife Ashley is upset about his late-night work calls and expresses frustration about their finances. Theo reveals that he entered the Picture of Wealth contest again and qualified, but Ashley dismisses the idea of going together due to the difficulty of organizing the kids and the financial burden. Theo feels torn between his aspirations and his family's needs. In the next coming weeks, join us as we explore Theo's journey of self-discovery, retirement planning and the pursuit of the ultimate picture of wealth. CONNECT WITH US: Instagram LinkedIn Website

In this week's episode, Dustin chats with CEO of Sync Digital Solutions Jay Hall. Jay shares valuable insights into the process of organizing a successful Barack Obama rally in Las Vegas. Throughout Jay's event planning career, he shares the significance of embracing chaos and being prepared for unexpected situations, emphasizing the need for contingency plans to mitigate any potential risks. Furthermore, Jay sheds light on the financial aspects of running nightclubs. He discusses the importance of proper structuring and constantly refreshing concepts to attract customers and maintain profitability. Jay shares his expertise in managing costs, optimizing revenue streams, and creating unique experiences to keep patrons engaged and coming back for more. During the podcast, Jay also opens up about his journey of seeking investment for his event management platform. He candidly discusses the challenges he faced, including convincing potential investors of the platform's value. Jay shares valuable lessons learned from this experience, providing valuable insights for aspiring entrepreneurs in the event planning industry. About Jay Hall: Jay Hall has been an entrepreneur for most of his life. He started his journey selling hockey cards to classmates but the entrepreneurial bug really set in when he was involved in the day-to-day operations of garbage collection. This may not sound like a glamorous start but Jay took note of the freedom his boss had and that was enough for him. Jay is currently CEO of Sync Digital Solutions which holds the trademark to INCREDEVENT as well as other future projects. Through INCREDEVENT, Jay has merged his strengths into one project; event management, business and developing great products. With his dedicated team, Jay looks to bring simplicity and incredible features to event planners, event buyers, and promoters. Based out of Winnipeg, Manitoba, Canada, Sync has been operating since 2016. [00:01:00] Jay Hall shares his experience coordinating a 131,000 person rally for Barack Obama in Las Vegas. [00:04:37] Jay Hall discusses how he manages the stress of event planning and the importance of accepting chaos and creating structure. [00:06:30] Jay Hall explains the five components of a successful event, including customer experience, entertainment, marketing, operations, and post-show follow-up. [00:10:11] Discussion on the mechanics and financial aspects of running a nightclub, including average revenue per person and the need for more staff than expected. [00:11:26] Jay shares his personal experience of the demanding schedule and burnout that comes with managing a nightclub. [00:14:09] Jay talks about his switch from the nightclub industry to marketing and the challenges he faced in adapting to the real world. [00:20:40] Jay discusses the moment he decided to take on Ticketmaster and grow his business faster. [00:21:28] Jay talks about his experience in the investment world and the challenges he faced in securing funding for his business. [00:24:11] Jay reflects on the challenges he has faced in the past and expresses his excitement for the future of his business in 2023. CONNECT WITH JAY: Instagram LinkedIn TikTok

This week, Dustin reads another chapter from his book "Mans Picture of Wealth". We follow the journey of Theo, the protagonist, who finds himself amidst a thought-provoking conversation with a group of billionaires during a serene fishing trip. As the conversation unfolds, Theo reflects on his own lack of retirement plans and the sacrifices he and his wife have made in pursuit of financial success. However, he soon discovers a new perspective on retirement as he shares his innovative plan to retire happily by earning passive income from his stock photos. In Chapter One, Theo finds himself at a hotel in Austin, Texas, where he encounters Chloe Ellis, a successful woman from the Live Now Health Products company. Their conversation revolves around the company's emphasis on work-life balance and intentional living. Through their interaction, Theo begins to reconsider his own priorities and the significance of cultivating genuine friendships. In the next coming weeks, join us as we explore Theo's journey of self-discovery, retirement planning, and the pursuit of the ultimate picture of wealth. CONNECT WITH US: Instagram LinkedIn Website

In this podcast episode, Lucas Griffin, the leader of Secure-Rite, discusses the importance of priorities and balance in his life and business. He shares the growth and success of Secure-Rite, a mobile storage business, and how they overcame challenges throughout the years. Lucas emphasizes the significance of building a solid foundation and having a dedicated team. Lucas shares how defining the company's values has played a crucial role in the growth and success of Secure-Rite, a mobile storage business. He also talks about the different segments of their business and the benefits of their rental fleet and modification side. Tune in to this episode to learn more about the importance of defining your company's values and how it can contribute to your business's success. About Lucas Griffin: Lucas Griffin was born in Kelowna, B.C and launched Secure-Rite Mobile Storage Inc. in 2005. Griffin has led the company through significant growth over the past eighteen years and has become a recognized leader in the industry. He has been closely involved in the startup of all five Secure-Rite locations in B.C and Alberta, and is excited to establish more in the future. Lucas is passionate about business excellence, exceptional customer service, continuous improvement, and community involvement. He is also an advocate for innovative container modifications and his team has created many unique container structures. Secure-Rite Mobile Storage achieved the 2007 “Rising Star” Business Excellence Award from the Kelowna Chamber of Commerce. In 2013, they were awarded “Small Business of the Year” by the same committee. In 2019, the company received the City's “Corporate Citizen of the Year” Award, and in 2020, Secure-Rite was awarded “Mid-Sized Business of the Year” and the “Social Leadership Award”. Lucas Griffin and his team are honoured and humbled by these recognitions. [00:01:30] Lucas Griffin provides an overview of his company, Secure-Rite, its origins, and its growth over the years, including the acquisition of competitors and expansion into new locations. [00:10:23] Lucas explains the importance of a large rental fleet in the container business and how it attracts buyers. [00:11:44] Griffin describes the most interesting modification they have done so far, a 40-foot container modified into an escape room with self-loading legs and intricate chambers. [00:12:59] Dustin and Lucas discuss the difficulty of quoting unique projects and how Secure-Rite's core values and motivated staff help overcome challenges. [00:21:54] Lucas talks about the importance of taking breaks and avoiding burnout, sharing his personal experiences and strategies for rest and rejuvenation. [00:23:22] Lucas emphasizes the value of joining mentorship groups or mastermind groups to learn and grow with like-minded individuals, and shares his passion for continual learning through reading. [00:24:53] Dustin and Lucas discuss the implementation of EOS in Lucas' company, the benefits of self-implementation, and the impact it has had on their growth. He also mentions the importance of accountability and goal-setting within the system. CONNECT WITH LUCAS! Instagram LinkedIn Website YouTube

In this episode, we are switching it up. Host of The Picture of Wealth, Dustin Serviss introduces his book "Mans Picture of Wealth" and explores the concept of saving for the future and the pursuit of happiness. He shares personal stories, including his grandmother's unfulfilled dream of going on a cruise, and questions why many mid-career professionals prioritize saving over their well-being. Reflecting on his own experiences during the pandemic, Dustin challenges the belief that sacrificing the present for a better future leads to happiness. Throughout the book, Dustin highlights the stories of individuals who have found financial comfort and fulfillment without excessive wealth. CONNECT WITH US: Instagram LinkedIn Website

In this podcast episode, Dustin and Axel discuss the advantages and disadvantages of owning a house versus being a tenant. Axel advises against owning a house unless you have achieved financial freedom and passive income. They also discuss the 1% rule in real estate investing and the importance of considering environmental consciousness in investments. Axel shares his investment portfolio, which consists mainly of real estate, gold, and cryptocurrency. They discuss using real estate as a lifestyle tool to achieve financial freedom earlier in life and offer a mentoring program to help individuals navigate the real estate investment process. They also touch on Dustin's struggles with finding properties that meet his rental income goals and Axel's unique real estate deal in Santa Fe. Listeners are directed to Axel's website for more information on his mentoring services. About Axel Meierhoefer: As a retired Air Force officer, Axel started his first company in 2005, focusing on consulting, employee skill development, and program management. These areas remain in place these days and have grown internationally. He has always had a love for education and helping people help themselves become successful. As a business owner, he began thinking about applying profits towards retirement, and research indicated that owning tangible assets would be the best way. It's also the path that the government supports the most, which led him to develop a residential real estate portfolio worth about $1.5 Million. It's still growing, and many lessons learned are now available for him to teach, coach, and mentor people. On his journey, he has made many relationships, learned about the pitfalls of purchases, and made good and bad decisions that ultimately reached economic independence. [00:00:00] Renting vs. Owning a House Discussion on the benefits of being a tenant rather than a homeowner, unless certain circumstances apply. [00:02:05] Belief in Tesla and its Vision Exploration of the reasons for believing in Tesla's vision and its impact on sustainability and the environment. [00:07:23] Tesla as a High-Tech Company Explanation of how Tesla is more than just a car company, but a high-tech company focused on sustainable and environmentally conscious products and advancements. [00:10:35] Realizing that real estate can provide a lifestyle earlier in life than traditional retirement plans. [00:11:37] Exploring the reasons why successful people invest in real estate, including examples like Arnold Schwarzenegger. [00:12:38] Explaining the IDEA framework for investing in real estate, which stands for Income, Depreciation, Equity, and Appreciation. [00:21:00] Discussing the cyclical nature of property search and the importance of evaluating goals and subgoals. [00:21:56] Analyzing the current real estate market in Western Canada and the challenges of finding reasonable deals. [00:23:58] Explaining the 1% rule for evaluating property investments and considering expenses and cash flow. [00:31:05] Discussion on the benefits of investing in turnkey properties and the role of property management in maintaining and managing the property. [00:31:57] Speaker shares a personal story about a unique real estate experience involving consulting work, moving to a different location, and unexpected changes in clients and property value. [00:34:55] Speaker discusses the decision to keep a property as an investment, unexpected increase in property value, and the potential for reinvesting the profit into more properties. CONNECT WITH AXEL: Instagram LinkedIn Website

In this podcast episode, Dustin sits down with Nikki Fogden-Moore, a renowned leadership coach, speaker and author. Nikki shares insights and tools for business owners to overcome negative thinking and limiting beliefs to achieve work-life balance and success. Nikki emphasizes the need for conscious decision-making, clarity of thinking, and retraining the brain to overcome negative thinking. She encourages listeners to define their own version of success and to focus on self-mastery and self-confidence rather than seeking validation from external sources. About Nikki Fogden-Moore: Nikki specializes in helping individuals, teams and organizations unlock their full potential and achieve peak performance. With over two decades of experience in the field of human behavior and performance, she is highly regarded for her expertise in leadership development, resilience and wellness. Nikki's coaching philosophy is rooted in empowering her clients to tap into their inner strengths and navigate challenges and confidence. She believes in the importance of fostering a positive mindset, cultivating resilience, and embracing personal growth. Through her coaching programs, workshops and keynote speeches, Nikki inspires individuals and teams to overcome obstacles, improve their leadership skills, and create meaningful impact in their lives and organizations. [00:00:00] Nikki discusses the need to update one's operating system and define what success means to them, breaking up with outdated beliefs and stories that hold one back from achieving their goals. [00:00:40] Dustin and Nikki discuss the importance of recognizing limiting beliefs and negative thinking in business owners, and how it impacts work-life balance. They explore where these beliefs come from and how to overcome them. [00:04:58] Nikki emphasizes the need for conscious decision-making, clarity of thinking, and retraining the brain to overcome negative thinking. She shares tools for defining what great looks like and achieving work-life blend. [00:09:38] Nikki shares her personal story of growing up on a farm and how she developed resourcefulness and curiosity through challenging experiences. [00:14:09] Nikki discusses the importance of replacing negative thinking with curiosity and shares tools for doing so, including listening to your breath and acknowledging your subconscious. [00:17:40] Nikki emphasizes the importance of self-mastery and personal growth, and encourages listeners to prioritize their own happiness and fulfillment. [00:19:24] Nikki discusses the importance of recognizing negative thoughts and replacing them with curiosity and compassion. [00:20:43] Nikki shares three steps for conscious decision making, including having a quiet space and trusting one's intuition. [00:22:33] Nikki emphasizes the need to redefine success beyond financial gain and to overcome fear in order to have conscious conversations and make decisions. [00:31:19] Nikki emphasizes the importance of movement and exercise in maintaining physical and mental health, and shares her philosophy on fitness and wellbeing. [00:33:50] Nikki discusses the importance of prioritizing one's health and fitness, and the need to stop making excuses and start taking action towards self-love and self-care. [00:37:16] Nikki shares her final thoughts on taking control of one's life, replacing fear with curiosity, and embracing all that life has to offer. CONNECT WITH NIKKI: Instagram LinkedIn Website

In this podcast episode, Dustin sits down with entrepreneur Chris Chapman, who shares insights and advice on how to increase income and build wealth. He emphasizes the importance of self-awareness, becoming addicted to learning, and finding a reason bigger than oneself for wanting to be successful. Chris also shares tips on improving mental health through positive habits such as gratitude, exercise, and proper diet. He recommends book and podcast resources for personal development and financial literacy. Chris Chapman grew up in a middle class family and at a young age aspired to be different than most. His entrepreneurial background begins at 12 years old when he would go door to door asking to mow people's lawns to help support himself financially. Since then, he has become a Clemson University graduate who majored in business and entrepreneurship. After graduation, Chris Chapman spent time as an Account Manager where he built relationships with Fortune 500 clients. He is now an Executive Director for a firm that makes annual economic business intelligence reports, in this role he sells advertisements directly to the C-suite. He is also the Founder of the Next Level Minds podcast and coaching brand. What we discuss: [00:03:01] Chris emphasizes the importance of making a conscious decision to want to be wealthy and the mindset shift required to achieve it. [00:04:30] Chris talks about analyzing personal skill sets, attributes, characteristics, and behaviours to identify potential income-generating opportunities. [00:05:15] Chris stresses the importance of continuous learning through books, podcasts, and courses to increase earning potential. [00:07:21] Chris explains the value of building a strong network and surrounding oneself with successful individuals to learn from and gain valuable advice. [00:08:57] Chris gives tips for identifying one's strengths and personality traits, including self-reflection, seeking feedback from others, and taking personality tests. [00:12:41] Chris shares the impact of maintaining our mental health, including focusing on what is in one's control, practicing gratitude, and being intentional about what is consumed in the mind. [00:14:47] Chris talks about the importance of auditing what we put into our minds, such as social media, news, and processed food, then replacing them with positive things like podcasts, books, and nutritious food. [00:18:52] Chris shares his personal experience of doubling his income from 2020 to 2021 by developing a strong belief system, setting affirmations and reminders, and visualizing success. [00:21:51] Chris shares a study from Colin Henderson's book "Quiet Mind" about the power of visualization. [00:23:09] Chris shares book and podcast recommendations for personal development, including "Five Things a Millionaire Taught Me," "Think and Grow Rich," "Crucial Conversations," "The Ed Mylett Show," "How I Built This," "Next Level Minds," "Real Business Owners," and "Real AF by Andy Frisella." [00:27:40] Chris emphasizes the importance of setting high standards for oneself and being a strong leader to help others do the same, with the hope of creating a ripple effect of positive change in society. [00:31:10] Chris discusses the importance of shifting one's mindset to focus on growth and learning, rather than just making money. [00:33:20] Chris emphasizes the need to find a bigger reason for wanting to be successful, such as helping others or making a positive impact on the world. Episode Resources: Chris Chapman | Linkedin Chris Chapman | Instagram Chris Chapman | Podcast

In this podcast episode, Dustin interviews Kristin Ramlal, a wealth management expert with many years of experience. They discuss the importance of diversification in a portfolio, alternative investments, and socially responsible investing. Kristin emphasizes the value of seeking advice from financial professionals and having a properly diverse portfolio across multiple asset classes. She recommends the bucket planning concept and discusses the Society of Real Wealth Managers. She also shares a story about collaborating with other financial professionals to create a well-rounded plan for a high-net-worth individual. This episode provides insights into the world of wealth management and investing for both big players and individual investors. Kristin Ramlal is a passionate wealth professional with 20 years of experience in the financial services industry. Her experience ranges from CND and US banking and lending, personal and institutional investment management, securities trading and portfolio construction, and holistic wealth management (financial, estate, tax, retirement, and strategic gift planning). She was a Canada Life securities specialist until the end of 2023 and recently joined the Canada Life Institutional Investment Solutions Team as VP of Institutional Investment Sales. In her spare time, she volunteers for the Canada Life Women in Leadership Employee Resource Group and is the Chair of the Society of Real Wealth Managers; she also loves to dance, yoga, travel and spend time with her two boys (Syrel and Kaylem). What we discuss: [00:02:20] Kristin discusses what big investment firms look for when trying to get growth out of their investments, including diversification, alternative investments, and socially responsible investing. [00:05:35] Kristin explains the importance of diversification in a portfolio, including diversification across asset classes such as cash, fixed income, and equities, as well as geographical locations and investment management styles. [00:04:15] Kristin talks about the rise of socially responsible investing and investment management strategies with ESG tilts, and how investors are increasingly wanting to be invested according to their values. [00:10:45] Kristin shares information on Investing in baskets of specific themes, such as electric vehicles or renewable energy, through mutual funds, seg funds, or ETFs. [00:13:38] Kristen explains the concept of short-term, medium-term, and long-term buckets for cash flow needs, with different levels of risk and investment strategies. [00:15:47] Kristen gives examples of questions to ask an advisor. [00:21:00] Kristin discusses the concept of Real Wealth Management and how it works collaboratively to lead financial plans for sustainability. [00:19:07] Kristin shares a story of a wealthy individual who was holding individual US stocks in an open non-registered environment, which magnified his potential for US estate taxes. She explains how they were able to avoid this problem entirely. [00:22:15] Kristin provides information on where to find Real Wealth Managers, including the Society of Real Wealth Managers website and the Knowledge Bureau program. Episode Resources: Kristin Ramlal | Linkedin Kristin Ramlal | Instagram Kristin Ramlal | Real Wealth Managers

In this episode, Dustin interviews Mario Bekes, founder of Insight Intelligence Group, about his background and his passion for protecting people from fraud and ransom. Mario talks about his upbringing in a communist household as well as his experience in the military and how it led him to start his own company. He emphasizes the importance of information as the most valuable commodity and advises clients to know their sources and validate information before making decisions. Mario also discusses the risks associated with cryptocurrency investments, phone scams, and hacking attempts, urging listeners to be vigilant and not fall for common tactics. He shares valuable insights on how to protect oneself from online scams and fraud and encourages listeners to chase their dreams and not be afraid to take risks. Mario is the founder of Insight Intelligence Group spanning 30 years. He acts as an architect and designer of solutions in corporate investigations, human intelligence, and surveillance techniques within both government and corporate sectors. In addition, he is also a podcast host on LIFE: The Battlefield, which has just been titled the Guinness World Record for Longest Audio Only Live-Steam. What we discuss: [00:00:00] Mario talks about his parents, who were typical communist products, and his mother, a professional thief. He also shares how his parents kicked him out of the house at age 14. [00:01:38] Mario talks about his passion for protecting people from fraud and ransom, which led him to found Insight Intelligence Group in 2003. [00:05:28] Mario talks about how he joined the special forces and fought in the Croatian War of Independence for 1800 consecutive days, as well as his total 10 years in the military. [00:07:48] Mario talks about his difficult childhood. [00:11:07] Mario discusses his motivation for creating his investigative company and combating financial crime and fraud. [00:15:11] Mario emphasizes the importance of information and validation in decision making, especially when it comes to buying products or services. [00:16:16] Mario explains the importance of validating information sources and applying legal methods to obtain non-public information. [00:18:46] Mario shares his concerns about the non-regulated space of cryptocurrency and warns listeners to be careful when investing. [00:22:58] Mario warns listeners about the increasing number of SMS scams and recent hacks of large companies, emphasizing the importance of being cautious with personal information. [00:24:18] Mario explains how COVID-19 created a perfect storm for fraudsters to use their imagination and deceive people through mass approaches like carpet bombing and recording every stroke on old software. [00:26:52] Mario talks about how corporations spend a lot of money protecting data, but the biggest problem is the war from home. [00:31:23] Mario emphasizes the importance of prevention and how to train staff to prevent fraud. He shares an example of how information leakage happens on a plane and how his company helps in preventing such incidents. [00:32:38] Mario advises against sharing personal information on social media, including wealth, location, and business details. [00:33:34] Mario Shares the story of when he broke the world Guinness book record for the longest streaming podcast, which lasted for 55 hours and 26 minutes. Episode resources: Mario Bekes | Website Mario Bekes | Instagram Mario Bekes | Spotify Mario Bekes | Insight Intelligence

In this episode, Dustin interviews Fatima Zaidi, founder and CEO of Quill Inc and CoHost. Fatima shares her insights on podcasting and business, discussing topics such as monetization, audience growth, and the value of branded podcasts. She emphasizes the importance of analytics and engagement metrics for monetizing a podcast and attracting sponsors or advertisers. Fatima also notes that podcasting is about reaching a niche, specific, and highly engaged audience. The conversation also touches on the evolution of podcast content and the importance of staying focused on the original brand and audience. Fatima Zaidi is the Founder and CEO at Quill Inc., an award-winning production agency specializing in corporate audio, and CoHost, a podcast growth and analytics tool. As a member of the National Speakers Bureau, Fatima has spoken at various events around the world on media and tech trends leading her to keynote on world stages alongside speakers like Gary Vaynerchuk. In addition to being a commentator for BNN Bloomberg on the challenges that female and BIPOC founders face in entrepreneurship, she is a frequent contributor to publications including The Globe and Mail, and Huffington Post, and has also been featured in publications like Forbes and Entrepreneur. Over the past few years she has won two Top 30 under 30 awards, the Young Professional of the Year by Notable Life, Veuve Clicquot's Bold Future Award, The Women in Content Marketing Award, and one of Flare Magazine's Top 100 Women. What we discuss: [00:00:00] Fatima explains why it's crucial to set up analytics from day one and utilize data for monetization efforts. [00:03:16] Fatima says podcasting is a unique content medium that offers great potential for engagement. [00:07:07] Fatima shares not every business needs a podcast. It depends on the target audience. However, if done properly, a podcast can do wonders for brand awareness and the bottom line. [00:09:09] Fatima explains how engagement metrics are crucial in measuring the success of a podcast. [00:10:00] The two talk about how podcasting offers unique opportunities to reach a specific, engaged audience, rather than a mass audience through digital marketing [00:16:21] Fatima explains niche content is essential for the success of a podcast. It's important to focus on the ideal listener profile and create content that resonates with them. [00:18:09] Fatima explains that successful founders share common traits, including their ability to embrace rejection and discomfort, and their resilience and grit [00:19:09] Fatima shares how Work-life balance is essential for success. [00:27:25] Fatima explains there are different ways to monetize a podcast, including finding an exclusive sponsor, bundling advertising slots, and utilizing analytics to show demographic data. [00:30:05] Fatima shares the top three metrics for podcasters to track are average consumption rate, demographic data, and B2B analytics. [00:33:42] Fatima: recommends several podcasts with unique formats, including "The History of the Nineties," "Missing Crypto Queen," "10% Happier," and "Akimbo." Episode Resources: Fatima Zaidi | Twitter Fatima Zaidi | Instagram Fatima Zaidi | Linkedin Fatima Zaidi | CoHost Fatima Zaidi | Quill Inc.

In this episode, Dustin Recaps all the strategies explained in this mini-series; Cash flow of your corporation, insurance ownership, staff retention, whisper strategies, and fees on investments in your corp.  If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

In this episode, Dustin discusses financial strategy and efficiency. He emphasizes the importance of having a plan and monitoring progress toward financial goals.  He shares a personal story about achieving a financial goal by laying out a spending accelerator and monitoring progress. He suggests taking at least one hour a year to lay out a financial plan and meet with an advisor if necessary. He adds that it's important to have a big-picture goal in mind and regularly assess progress toward that goal. Dustin also discusses the concept of a law corp and holding company for financial management.The 3 POWS of this episode: Regularly assess progress toward your goals. Meet with your financial advisors as often as you need.  You can make big financial decisions a reality with proper planning.  Timestamps: [00:00:01] Dustin talks about the secret recipe of an efficient structure and shares his story of implementing a financial plan to afford a fighter plane training course.[00:00:48] Dustin discusses the importance of monitoring progress toward financial goals and how it takes time and repetition to feel comfortable with spending.[00:02:58] Dustin talks about how reducing expenses can affect the big number at the end of the financial plan and how it is important to save and work hard towards financial goals. If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

In this episode, Dustin gives listeners insightful advice on how law corporations can invest in their employees and their own financial growth. He covers various financial strategies that can be implemented by corporations to achieve their financial goals. By investing in their employees, corporations can create a positive work environment that fosters growth and development, leading to increased productivity and profitability. Additionally, implementing financial strategies can help you achieve your financial goals and ensure long-term success. This podcast episode is a valuable resource for corporations looking to improve their financial standing and invest in their employees.The 3 POWS of this episode: Investing in your employees creates a positive and productive work environment. Financial strategies are crucial to achieving your business goals.  The right strategies can both make employees happy and save you money. Timestamps:[00:00:00 ] Dustin discusses strategies for retaining staff and investing in employee benefits and pensions, including offering employee benefit plans and creative bonus strategies such as paying for staff gym passes or cell phone bills. [00:03:40 ] Dustin discusses investment strategies for law corporations, including balancing growth stocks and fixed income and the tax implications of fees in fee-based accounts.[00:06:54] Dustin discusses the importance of understanding fees and tax implications of investments, including the tax deductibility of fees in fee-based accounts and the tax implications of fixed-income investments in a law corporation. If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

In this episode, Dustin provides financial strategies for lawyers and law firms to manage their finances and protect their partnerships.  He introduces the spending accelerator tool, which automates monthly expenses, and discusses insurance policies for protection and partnership agreements. He provides specific examples and advice for incorporating these strategies into a law practice. He also explains the differences between critical illness and disability insurance policies and how they can be owned and paid for by a law corporation. It is recommended to consult with designated advisors or planners for specific advice on incorporating these insurance policies into a law practice.The 3 POWS of this episode: Achieve a better work-life balance by focusing on what really matters to you. Incorporating life insurance policies into a law corporation can create tax savings and protect the partnership. Consult with designated advisors or planners for specific advice on incorporating insurance policies into a law practice. Timestamps:[00:00:00] Dustin introduces the Spending Accelerator tool, which helps lawyers balance work and personal life by automating their monthly expenses and investments. [00:03:43] Dustin explains how incorporating life insurance policies into law corporations can create tax savings and protect the family of the deceased lawyer.[00:06:56] Dustin discusses the importance of partnership agreements and how life insurance can be used to fund the buyout of a deceased partner's share in the law partnership.[00:08:57] Dustin explains how critical illness policies can be paid for by a law corporation and the importance of designating the corporation as the beneficiary.[00:09:56] Dustin discusses how he uses his holding company to manage critical illness policies and minimize taxes.[00:10:54] Dustin advises on the ownership and payment of disability insurance policies, including the importance of consulting with an accountant to avoid taxable disability benefits. If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

In this episode, Dustin discusses tax strategies for individuals and small business owners. He talks about the pros and cons of incorporation and the importance of cash flow management. He then emphasizes the benefits of incorporating for individuals making over $150,000 per year and saving more than $20,000 annually, cautioning those with student loans to prioritize paying them off first.  He introduces the concept of cash flow management, emphasizing the importance of paying oneself a regular paycheck and being prudent with personal spending.  Finally, Dustin stresses the importance of consulting with an accountant for personalized advice.The 3 POWS of this epsiode: Consult with an accountant to determine the best strategy for your unique situation. Individuals with student loans may want to prioritize paying off their loans before incorporating. In addition to incorporation, think about cash flow management. Timestamps[00:00:00] Dustin discusses reasons to incorporate, including making income higher than $150k and saving more than $20k a year. [00:00:50] Dustin talks about the costs of incorporation, including annual filing fees and the need for financial statements, and how saving $20k a year can help cover these costs.[00:02:26] Dustin discusses cash flow management for small business owners, including paying yourself a paycheck and being prudent with spending to avoid taking too much out of the corporation. If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

In this episode, Dustin discusses the relationship between happiness and wealth and introduces the concept of the "glow zone." He explains that as one progresses in their career and makes more money, they may experience an increase in happiness. However, there may also be a point where one's income is increasing, but their happiness is not. This is referred to as the "flat line zone," where the effort required to maintain wealth and possessions becomes a burden on one's happiness. The "glow zone" is a way to track this relationship and ensure that one's efforts are contributing to their overall well-being.The 3 POWS of this episode: Continually check in with yourself.   Happiness and wealth do not always increase at the same rate. Flat line zone CAN happen. Timestamps:[00:00:47] Description of the Flat Line Zone, where wealth and effort are increasing but happiness is not. [00:01:33] Discussion of the increasing effort required to manage wealth and the potential impact on happiness. If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

In this podcast episode, Dustin shares insights from his 18 years of experience and discusses strategies for improving financial wellness. He introduces the Life Clarity Summit, a tool for assessing financial goals and risk management. The summit includes a financial plan, risk management, and accumulation. The financial plan involves setting goals, determining expenses, and creating a financial dashboard. Risk management involves preparing for unexpected events and maintaining personal health and relationships.  Accumulation involves building wealth and achieving financial goals. Dustin emphasizes the importance of having a good mindset, mental health, and estate planning. The 3 POWS of this episode:  Being intentional about what one puts in their mind can affect their outlook, values, and decisions in the future. Always track your progress to ensure you're on the right trajectory.   Long-term planning is key to long-term success. Timestamps:[00:00:45] Dustin discusses seven strategies for incorporating and improving financial wellness.[00:05:56] Dustin introduces the Life Clarity Summit, a tool for assessing financial goals and risk management. [00:08:15] Dustin discusses strategies for building financial wellness, including saving for retirement, buying real estate, paying down debt, and building emergency savings.[00:09:08] Dustin emphasizes the importance of mental health in financial planning, and how it can affect one's outlook, values, and decisions in life.[00:09:52] Dustin explains how the Life Clarity Summit can help lawyers preserve the value of their practice and pass on their knowledge to the next generation. If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

This week Dustin sits down with Kelsey Reidl, a small business marketing coach with a special interest in social media growth. Through her courses, coaching, and podcast Visionary Life, she inspires entrepreneurs to challenge the status quo, connect with customers creatively, and lead authentically. In this episode, Kelsey shares how the lessons she learned hiking in Peru influenced her business philosophy, gives tips for creating authentic content that consumers want to connect with and shares her personal formula for enhancing her energy and productivity.  3 POWS of this episode: Young consumers want to form personal connections with the businesses they give their money to. Utilizing the platforms that inspire you the most will lead to more successful engagement. Enhancing and caring for your personal health directly correlates to the health of your business. Timestamps: 1:30 - Kelsey unpacks how Visionary Life came to be. 13:00 - Does a large social media following always provide a return on investment? 16:30 - Kelsey explains what businesses are more likely to benefit from social media marketing, and how other industries can make it work for them.  19:43 - Tips and tools for busy business owners to engage with content creation.  23:25 - Leveraging staff members to create more content.  26:30 - Is it productive to engage with marketing platforms that we ourselves are not consuming?  29:50 - Kelsey shares her perspective on the importance of branding. 33:04 - What does Kelsey do to keep her energy at its peak? 42:18 - Kelsey shares why podcasting is her favorite teaching and learning platform.  Want to connect with Kelsey? Listen to her podcast https://www.kelseyreidl.com/podcast  Check out her website https://www.kelseyreidl.com/  Follow her on Instagram  and Linkedin  If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

This week Dustin talks with Stephen Flood, Stephen is the CEO of GoldCore, one of the oldest gold and silver dealers in the market today that has turned over $1 billion in transactions and manages $300 million in assets for their clients. Previously, he held financial and trading positions in New York City and was a part of Goldman Sachs as a Sales Trader in Equity Derivatives. In This episode, Stephen is here to provide an in-depth look into gold investing. He explains how GoldCore handles their clients' investments, What makes gold the ultimate secure investment, and how gold fits into current and future global monetary systems. 3 POWS of this episode: Gold has been valuable throughout time and across all cultures, and is always accepted in extreme circumstances. Gold is a secure investment where the future of digital currency is uncertain.  The world is changing, and our currency system will change within our lifetime. Timestamps: 1:01 - Stephen unpacks the past and current gold market. 4:57 - What is the actual return on gold? 7:45 - Incorporating gold into your investment portfolio. 11:21 - Looking to the future of gold vs digital currency. 16:00 - Stephen explains gold's future within a collateral system.  18:17 - Stephen shares his personal journey into gold. 25:30 - Step by step, what happens when you invest with GoldCore? 32:13 - The difference between gold and silver.  33:44 - How does gold translate into the world of ETFs?   37:46 - Stephen shares what he sees for the future of worldwide economics. 14:47 - What trends are common in people who succeed with gold? Want to Connect with Stephen? Follow him on Twitter, Facebook, LinkedIn and YouTube  Check out his website www.goldcore.com If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

This week Dustin sits down with VK Lakkineni. VK is a digital marketing entrepreneur, 3 times Amazon bestselling author, and TEDx speaker. VK is passionate about helping businesses and individuals navigate everyday life using mindset skills he has learned and practiced over the years. In this episode, Dustin and VK talk everything digital marketing. VK shares what strategies he used to approach selling his book on Amazon, the power of authenticity and dedication when building your business, and how to navigate multiple different pathways to online business success.  3 POWS of this episode: Continually growing and diversifying is the key to staying relevant in your industry. Building your online presence and business using authenticity will bring more long-term success than the “Fake guru”. Properly utilizing online and face-to-face marketing TOGETHER is one of the keys to success Timestamps: 1:56 - VK outlines his journey to becoming a best-selling author on Amazon and what strategies he used along the way.8:59 - How do you accelerate our online growth while still maintaining freedom and joy? 11:30 - Looking out for the fake gurus and inexperienced influencers.  13:22 - Build your business and your online presence using authenticity. 16:33 - VK uses well-known influencer Mr.Beast as an example of how the world of economics and influencing is transitioning.  18:44 - Dustin and VK flush out the difference in effectiveness between digital and face-to-face marketing.  23:33 -  VK lists some industries utilizing a hands off “click to sell” format and what their pros and cons are.  30:47 - Can creating an amazon store actually be profitable? 36:15 - VK shares the tools that he loves to teach entrepreneurs through coaching.  Want to connect with VK?Check out his website Follow him on Instagram, Facebook, Linkedin, and Youtube. Get his books: https://www.amazon.com/Golden-Rules-Success-Nick-Nanton/dp/1733417605/ref=sr_1_1?keywords=golden+rules+of+success+nick+nanton&qid=1570543777&sr=8-1 https://www.amazon.com/Kindle-Store-V-K-Lakkineni/s?rh=n%3A133140011%2Cp_27%3AV+K+Lakkineni  If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

 This week, Dustin sits down with Rebecca Jenkins, an entrepreneur, author, and business leader, about the power of sales. After growing and selling an eight-figure business, she now shares her knowledge to help other businesses accelerate profitable revenue growth and achieve success. Dustin and Rebecca talk all about the importance of creative and unique sales strategies and outline steps you can take to stand out to corporate clients. Rebecca shares some of her own personal anecdotes about specific successes and challenges in her career and passes on the lessons she learned along the way.   Three POWS of this episode: Don't underestimate the Fit Factor. When your Mindset, culture, and values match with a client, the possibility for growth increases.  Go after those big contracts even if you're a small business. Small businesses have super powers! Small businesses have the ability to gain insights and offer non traditional sales methods that larger companies often miss. When making a business proposal to a corporate buyer or enterprise account, do your research about the both companies' needs AND the needs of their clients. Time Stamps.  1:50 What Rebecca offers to business owners. 4:00 The difference between Rebecca's approach and coaching.  6:38 Growing your business with a two-pronged approach. 10:32 Rebecca shares a personal story about landing a larger corporate account.  14:38 Small business secret weapon, insight and knowledge.  15:50 Four key areas to gain insight on enterprise accounts when making a proposal. 19:14 Creating business relationships with small business owners. 21:41 Rebecca's plateau breaking moment and the biggest lesson she learned from it.  28:00 Rebecca's personal picture of wealth. Want to Connect with Rebecca? Follow her on LinkedIn, Facebook, Twitter, Instagram, and Youtube Go to her website Get her book  If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

In this episode, Dustin sits down with Josh Bickle, owner of Standard Roofing and Integrity Roofing based in the Okanagan. Josh shares his knowledge of what it means to build a business from the ground up, as well as the importance of personal connection, word of mouth, and a good reputation.  Dustin and Josh chat about a lot of the finer details that come into play when managing a large team of people in a business that has a lot of moving parts. They cover topics like interpersonal communication, work/life balance, and the process of continually evolving your business model.  3 POWS of this episode: Empower your team! People work harder when they feel they are part of a team.  You can establish a strong business through in-person connection, integrity, and accountability. Delegating to a strong team leads to more opportunities for growth and success. Time Stamps: 2:30 - Josh explains his transition into the roofing industry.  4:00 - Making the decision to start a business without a partner. 5:03 - How did you build a name for yourself in a new town? 6:18 - Managing your time and your team. 9:03 - How do you navigate delegating tasks? 11:00 - Do you have any specific tools and tricks to empowering a team? 14:26 - How do you set the boundaries for yourself in regards to work life balance? 15:40 - How Josh built and maintains a high market share in his region. 18:02 - Learning and growing from your mistakes. 20:01 - Josh explains his involved and hands-on approach to helping his team. 24:26 - Dealing with employees when they call off work. 25:45 - What are the dos and don'ts you share with real estate agents regarding roofs? 28:26 - How Josh used real estate to expand his business. 34:30 - Residential vs Commercial, pros and cons. 36:50 - How Josh keeps his business high in the supply and demand chain.  39:02 - How Josh would approach his business model in an area with a larger demographic. Want to Connect with Josh?Check out his websiteFollow him on Facebook If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

In this episode, Dustin sits down with Marc Mawhinney, the “Coach of Coaches”. Marc is the host of the podcast Natural Born Coaches, which he started in 2014, and the entrepreneur coach behind the Facebook group The Coaching Jungle. Marc helps coaches of all different niches grow stronger businesses and get more clients. Dustin and Marc chat about Marc's personal journey within coaching from transitioning into the scene to digital marketing and business models. Marc shares some of his philosophies towards business and gives advice applicable to both future and current coaches.  3 POWs of this episode: Don't be afraid to put a dollar amount on your value.  Perseverance, hard work, and an independent mindset are essential to overcoming the concept of “failure”. A good business model and succinct marketing strategies and key to success. Timestamps: 0:39 - Dustin introduces Mark.3:50 - Mark explains his transition from real estate into coaching.6:10 - The benefits of having a coach in your life. 8:47 - The importance of niching down. 9:50 - Marc's three pillars of marketing. 11:00 - Benefits of daily emails.17:54 - Marc's business model breakdown.19:40 - Pros and cons of personality based business. 21:30 - “Pro-capitalism isn't a dirty word”. 28:45 - Is university the only path to success?29:56 - Advice to 25 year olds.32:00 - Marc gives a personal example of turning your negative into a positive in order to succeed.34:30 - Marc's must read book recommendation for coaches.36:35 -  What Marc the most excited about in the coaching market right now.  Resource list: Thick Face Black Heart - Chin-Ning ChuThink and Grow Rich! - Napoleon HillHow To Win Friends And Influence People - Dale CarnegieThe Art of War - Sun Tzu The 48 Laws Of Power - Robert GreenWant to Connect with Marc?Check out his Facebook group and Website.Follow him on Instagram, LinkedIn, Facebook, and If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

In this episode, Dustin sits down with Anthony Nitsos, a B2B SaaS strategy expert. Anthony is the founder of SaaS Gurus, a company that provides best practices and systems recommendations for founders and CEOs of SaaS start-ups. Dustin and Anthony chat about the SaaS business landscape and how this industry differs from others. Anthony shares his expertise on how SaaS companies can set themselves up for success and scale quickly. He'll run through his strategic tips that will help ensure you sell your business for more than expected.  3 POWs of this episode: Risk is higher in the SaaS industry, but so is potential profit.  There's one commonality that exists amongst all successful SaaS businesses. Most SaaS businesses fail.  Time Stamps: 1:08 - What is SaaS?  1:50 - What industries are more heavily SaaS focused?  8:37 - Why is profit so much higher in SaaS business models?  14:05 - The percentage of SaaS businesses that succeed.   20:53 - How the valuation of a business changes based on the number of investors.  22:36 - What's a good business growth rate?  24:50 - What are the attributes of a SaaS business that will stick?  28:30 - What is ChatGPT?  30:45 - An overview of Anthony's background and how he got into the SaaS field. 38:58 - The one thing that all successful SaaS businesses have in common.  42:20 - The biggest piece of advice Anthony has for a business founder.  Want to connect with Anthony? Check out his LinkedIn.  Head to his website. If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

In this episode, Dustin sits down with Corey Kupfer— a business lawyer and expert strategist. Corey is also the author of the book Authentic Negotiating, a book that will help you master your negotiating skills while staying true to your values. In the first half of this podcast, Dustin and Corey chat about the important things you need to do to prepare your business to sell—even if you don't plan on selling anytime soon. The second half of the podcast is geared toward lawyers. Corey shares his expert advice on pricing various law services and he'll give you an inside look into how he scaled his successful law practice.  3 POWs of this episode: It's never too early to prepare your business to sell. You can consistently cut GREAT deals, while also staying true to yourself. Delegating could be the best thing for your business.  Time Stamps  2:20 - Corey describes his experience working on Wallstreet.  4:28 - An overview of Corey's early career in the law field.   7:30 - Why it's important to prepare your business to sell (even if you're not selling anytime soon). 12:28 - What to consider when searching for someone to take over your business.  18:18 - The biggest risks at stake in business partnerships.  23:20 - How to approach the realization that you no longer have a majority share in your business.  26:50 - What 20 year old Corey expected out of a law career vs. his experience 35 years later.  31:50 - How Corey protects his mental health in the gruelling law industry.  37:10 - Corey outlines his method for pricing deals.  43:10 - The game changer that increased both Corey's revenue and his efficiencies as he was scaling his business.  47:06 - Corey describes his ultimate ‘Picture of Wealth'. Want to connect with Corey? Check out his website. Listen to his podcast Deal Quest. Follow him on LinkedIn, Facebook, Instagram, and Twitter. If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

In this episode, Dustin sits down with Robert Brus—founder of Go All In, a consulting business teaching entrepreneurs how to level up their strategies and experience out-of-this-world growth. Robert's also an avid podcaster of his own, his podcast Go All In: Do Whatever It Takes will give you the tools you need to accelerate your results and win at whatever you're working towards. Dustin and Rob talk about how Rob's 10 year military background has impacted the way he approaches business, and Rob shares how you can apply these same lessons to your own goals. 3 POWs of this episode: Lessons learned in the military can make you a better leader.  Bring your A-Game, every single time.  Time blocking could save your business.  Time Stamps 1:50 - How Rob decided on the topic of his podcast: Go All In.   4:45 - Rob opens up about the rebirth he experienced at age 40 when he first discovered podcasting.  6:30 - It's okay to change directions in life, no matter your age.  12:00 - Rob shares an old military habit he still uses today.  13:00 - Dustin and Rob chat about managing risk.  15:40 - The importance of crafting a strong mindset. 18:00 - Why people appear to be more lonely now than ever before. 19:15 - Rob recounts some of the most memorable and hilarious moments he experienced in the military.  26:00 - Rob describes a lesson that stuck with him from the military that he now applies to business today. 29:00 - An overview of the work ethic Rob learned from the military.   32:45 - Rob explains how he taught his daughter to bring her A-Game, no matter what job she's doing.  35:10 - Why it's vital to maximize concentration.  37:45 - How Rob time blocks to ensure he stays on track to meet his goals.  48:20 - Rob describes his ultimate 'Picture Of Wealth'. Want to connect with Rob?  Check out his YouTube Channel. Follow him on Instagram. If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

In this episode, Dustin sits down with Brett Swarts—an investment real estate expert and the founder of Capital Gains Tax Solutions. Brett's company helps investors defer capital gains tax on the sale of highly appreciated assets so they can create and preserve more wealth. If you're curious about investment properties and wondering how to identify a killer deal, this is the podcast for you!  3 POWs of this episode: Deferring capital gains tax can help you create more wealth. You could find the freedom you're looking for through commercial real estate investments.  Work harder on yourself than you do on your job and you'll be one step closer to ‘The Picture Of Wealth'. Time Stamps  2:00 - Dustin asks Brett why he thinks commercial real estate is the best investment.  4:45 - Brett gives an overview of the different types of real estate he helps investors procure.  8:00 - What's a 1031 exchange?  11:30 - What kind of freedom are you looking for?  12:20 - Everything you need to know about cap rates.  17:10 - How to identify a good deal.  18:50 - Brett describes one of the latest additions to his investment portfolio.  20:30 - Defining the role of GP and LP in a property investment.  26:15 - Tips for getting in on your first investment deal.  30:30 - How to connect with other GPs and LPs.  32:00 - Work harder on yourself than you do your job.  34:10 - How re-establishing his faith affected Brett's life and business.  35:40 - Brett illustrates how he and his wife allocate their income.  36:40 - What Brett's most excited about in the wealth space right now.  Want to connect with Brett? Check out his website. Head to his YouTube Channel. Listen to his podcast on iTunes and Spotify. If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

In this episode, Dustin sits down with Fred Moskowitz—an educator and best-selling author who has trained countless investors from all walks of life on how to create passive income streams of their own. As a fund manager, Fred manages a mortgage note investment fund and is considered an industry veteran within the note investing arena in the United States. In Canada, investing in mortgage notes is pretty unheard of, so Dustin thought it was time to bring in an expert from our friends down south to learn more about this unconventional investing strategy.  3 POWs of this episode: Investing in notes can result in passive income.  Notes can be taken out on more than just houses.  Note investments increase the predictability of your cashflow. Time Stamps 2:25 - An overview of note investing and how Fred first got into this unique field. 4:40 - What it's like to be the owner of a note. 9:29 - How you can make notes a passive investment.10:35 - Creative lending opportunities you've never heard of. 12:15 - An inside look into investor partnerships. 16:25 - Fred illustrates a basic scenario that a note holder could encounter. 18:45 - Fred explains how quickly notes can be sold.22:00 - A quick summary of how a loan gets priced.  24:50 - The numerous factors that influence note pricing. 25:44 - Fred describes the maintenance that's required when you own a note. 28:26 - Fred's advice on how to mitigate risk when purchasing notes. 32:25 - Why is note investing less talked about and marketed than other forms of investments?34:10 - A list of other assets you can buy notes on.35:00 - How you can invest in notes, whether you have 1 million to invest or 1 thousand.41:50 - Fred describes his new book—The Little Green Book Of Note Investing. Want to connect with Fred? Head to his website. Download Fred's special report on notes investing. Text MONEY to 215-461-4433  Buy The Little Green Book on Amazon.  If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

In this episode, Dustin chats with Adam Trainer, owner of Grizzly Lodge—a backcountry snowmobiling lodge about 50km from Scotch Creek, BC that's only accessible via snowmobile. Though it's located in the middle of nowhere, this lodge exudes luxury with 5-star chefs, hot tubs, and scenic landscapes for as far as the eye can see. But it was no easy feat making the lodge what it is today. Adam Trainer will go into how he happened upon the opportunity to take over the lodge at the measly age of 24 and how he's scaled it to attract wealthy guests from all around the world.3 POWs of this episode:  Money doesn't always equal wealth. Hire people who are smarter than you. Take that risk, you never know how it could pay off.  Time Stamps 2:27 - An overview of Grizzly Lodge's arduous beginning.  5:15 - The biggest risk Adam faced when first taking on the lodge.  7:05 - Adam paints a picture of the infrastructure of the backcountry lodge and what it takes to run this day after day.  10:00 - What it's like to attract and retain staff for a backcountry lodge.  12:00 - Adam outlines the typical Grizzly Lodge guest.  14:35 - Adam opens up about what drove him to become the owner of the lodge at such a young age.  16:50 - How important processes and systems are when running a lodge that's 50km from civilization. 18:00 - The turning point that catapulted Grizzly Lodge into success. 21:15 - How social media has spiked brand awareness of the lodge.  23:25 - Adam illustrates what he considers to be ‘The Picture of Wealth'. 25:50 - The struggle of balancing family and business as an entrepreneur.  27:00 - Adam describes a critical moment he had in his entrepreneurship journey that allowed him to scale to new heights.  29:00 - Spending more on your business does not mean you will need to sacrifice profit or income. 30:40 - Adam shares the story of how investing in knowledgeable staff has allowed his business to grow in ways he would have never considered.  34:30 - An inside look into Adam's marriage and how they handle finances.  38:30 - How Dustin's balancing his family and his business calendar in 2023.  40:00 - Adam shares the mantra that has kept him going over the years. Want to connect with Adam? Check out the Grizzly Lodge website. Follow them on Instagram and Facebook.  If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com

In this episode, Dustin sits down with Craig Goldberg, Co-Founder of inHarmony— a frequency-assisted meditation and mindfulness app. Craig and his team are on a quest to help humanity achieve a deeper sense of inner calmness through the use of sound and vibration technology. He's also a husband and father on his own personal quest to learn how to balance it all. Throughout this episode, Craig will leave you convinced to begin practicing meditation. He'll explain why meditation is beginning to rise in popularity, and he'll even share the research that backs up why daily meditation is so important. 3 POWs of this episode:  You can boost your performance through daily meditation.  One thing all the top-performing CEOs have in common? Daily meditation practices.  Caring for your body IS a form of wealth.  Time Stamps  3:30 – What is meditation really going to do for me? 4:00 – Why all the top performing CEOs prioritize meditation in their daily routines. 4:30 – Meditation and mindfulness practices center around resetting your nervous system—something that is vital for overworked and burnt-out entrepreneurs.  5:45 – Craig defines meditation vs mindfulness. 9:30 – How meditation can help in the early stages of raising a child. 10:13 – The Power Of Full Engagement by Tony Schwartz and James E. Loehr— a powerful book that explains how important it is to prioritize downtime in your life.  10:30 – Craig opens up about an intimate memory of his. 12:50 – A brief explanation of cellular vibration and how this affects our memories. 15:20 – Caring for your body IS a form of wealth.16:10 – How entrepreneurs can begin to incorporate meditation into their routines.  18:30 – Craig gives an overview of his app (inHarmony: Music Meditations).19:40 – Why you should invest in a meditation cushion. 21:30 – What is vibration sound therapy? 22:50 – Craig describes his entrepreneurship journey and how he's scaling inHarmony. 27:40 – How digital marketing has been a powerful force in growing inHarmony. 31:44 – The digital marketing tactic you should invest in first. 37:40 – What does wealth look like in Vegas? Craig describes what it's like to live in this bustling city. 42:50 – How Craig juggles it all: kids, family, business, and building wealth.45:00 – The importance of valuing the present moment. 51:30 – How you can become successful by working just 2 hours per day on a side hustle.  Want to connect with Craig? Check out the inHarmony website. Follow them on Facebook | Instagram | Linkedin | YouTube | TikTok If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com