43 min listen
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)
Legal Questions Bookkeepers & Accountants Often Ask (Answered!) with Linsey Levine by Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)