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Chapters 2 & 3

Chapters 2 & 3

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 Steve Manuel, a seasoned financial professional, industry leader, and author of The Game Changing Advisor, has built a reputation on trust, strategy, and a client-first approach. From his early days as a stockbroker in San Francisco to coaching top-tier financial planners at SAFECO and USAA, Steve brings valuable insights into what makes a game-changing financial advisor.
Chapter 2: Dreams and Goals
  • Your chapter discusses the distinction between dreams and goals, emphasizing that dreams are inspiring but uncertain, while goals are actionable with a clear path. Can you share a personal example where you transformed a dream into a goal, and what steps you took to make it a reality?
  • You mention that adults often limit their dreams by immediately trying to turn them into actionable goals. What advice do you have for someone struggling to embrace big dreams without feeling overwhelmed by the "how" of achieving them?

Chapter 3: Alignment and Passion
  • Bart Conner’s story highlights how a mistake can become a breakthrough when passion and preparation are aligned. Can you share an example from your own experience where being in alignment helped you turn a potential failure into success?
  • You discuss how misalignment—like Mike’s unpreparedness on the John Muir Trail or your loss of passion for wrestling in college—can derail even the best intentions. What are some practical steps people can take to recognize when they are out of alignment and get back on track?

In this episode, Steve discusses:
  • Break ambitious dreams into actionable steps with a clear path, ensuring they become achievable rather than overwhelming
  • Staying true to your values and adapting to setbacks transforms failures into opportunities for learning and growth
  • Time-bound goals drive achievement, while open-ended aspirations create space for seizing unexpected opportunities
  • Aligning actions with personal values and passions leads to a purpose-driven life, turning potential failures into stepping stones
  • The ability to pivot and realign when faced with misalignment or challenges ensures long-term success and fulfillment


Connect with Steve Manuel:Website: https://thegamechangingadvisor.com/Steve’s Book: https://www.amazon.com/dp/1964046483

Show notes by Podcastologist: Angelo Paul Tagama
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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