Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

Building Wealth and Protecting Your Assets: Strategies for Financial Success with Blake Morlet

Building Wealth and Protecting Your Assets: Strategies for Financial Success with Blake Morlet

FromConquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)


Building Wealth and Protecting Your Assets: Strategies for Financial Success with Blake Morlet

FromConquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

ratings:
Length:
44 minutes
Released:
Nov 7, 2023
Format:
Podcast episode

Description

Alyssa Lang interviews Blake Morlet, who joined Invicta Financial in 2018 after almost a decade of business management experience in the Planned Development sector. In today’s episode, Alyssa and Blake talk through having a financial professional to support you in making financial decisions to invest in your future.In this episode you’ll hear:What financial team of advisors you should have on your sideHow to adapt your financial goals for change based off your valuesHow to figure out where to start with financial planning for your futureHow to identify when you should get financial planning help to support youAbout our guest:Blake Morlet joined Invicta Financial in 2018 after almost a decade of business management experience in the Planned Development sector. Blake is passionate about entrepreneurship and guiding business owners and business executives to maximize their financial future by leveraging technology, a clearly defined future and his team. With a diverse background in real estate, investment and planning strategies, Blake enjoys educating clients and empowering them to achieve success for their families.The most important thing to Blake is his family. Blake and his wife Kristin are blessed with four wonderful children, Emma, Chloe, Cruz and Max. Blake enjoys golfing, hunting and road trips exploring our wonderful country.Connect with Blake Morlet:Connect on LinkedIn: https://www.linkedin.com/in/bmorletSchedule a call with Blake: https://calendly.com/invictafg_bm/30mCheck out their website: www.invictafg.comSend Blake and email: blake@invictafg.comResources mentioned in this episode:? Schedule a call with Blake? Breakthrough for Bookkeepers & Accountants? 10x is Easier than 2x by Dan Sullivan? The Gap In The Gain by Dan SullivanThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueenFor more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:Visit our website: workflowqueen.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast Publishing Tools we use:Podcast Editing: Ian Gilliam: iangilliam.com
Released:
Nov 7, 2023
Format:
Podcast episode

Titles in the series (66)

Conquering Workflows & Systems with Alyssa Lang, aka the Workflow Queen, is a show dedicated to bookkeepers and accountants who want to use tech, automation, workflows and systems into their firm so they can scale. We will help guide you on the best tools, softwares and systems that bookkeepers and accountants can use to help you run your firm on autopilot. Our goal is to help you to scale bigger, hirer better and breakthrough to the next level! Conquering Workflows & Systems with the Workflow Queen will provide solo teaching episodes as well as interviews with industry experts to help you grow as a bookkeeper or accountant. We discuss anything hiring team members, ways to automate your onboarding, help you decide on the right systems to manage your bookkeeping and accounting clients, when to hire, where to hire, creating operations for your practice and so much more. This is for bookkeepers and accountants who are ready to scale their practice, bring on staff and take a much needed vacation that they deserve.Where you can find us: Website: https://www.workflowqueen.com/Facebook: https://www.facebook.com/workflowqueenLinkedIn: https://www.linkedin.com/in/alyssa-lang-wq/ Instagram: https://www.instagram.com/workflowqueen/