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The Values Investors Podcast: Episode 32 with Lisa Pederson of Wealth Clinic
Introduction:
Welcome to the Values Investors Podcast with Bill Holiday, brought to you by AIO Financial – the fee-only financial planning firm specializing in socially responsible investing at aiofinancial.com. In this episode, Bill interviews Lisa Pederson of Wealth Clinic, a unique approach to financial coaching. Let’s dive into the main ideas from this intriguing conversation.
Understanding Lisa’s Journey:
- Lisa shares her journey, starting in the insurance industry and progressing to financial advising.
- She discovered her empathic abilities, allowing her to understand and connect with people’s emotions, especially when it came to money.
The Catalyst for Change:
- Lisa explains how her empathic skills pushed her to transition away from traditional financial advising.
- Her strong desire to help people with their emotional relationship with money drove her to create Wealth Clinic.
The Birth of Wealth Clinic:
- Lisa shares that she founded Wealth Clinic in April 2014.
- A traumatic incident acted as a powerful motivator to pursue her true calling.
- She talks about her recent move to Sedona and her background in building custom homes with her husband.
The Approach to Coaching:
- Lisa’s practice caters to entrepreneurs, helping them overcome challenges and achieve success.
- She emphasizes the importance of aligning mindset and strategy for financial success.
- Her practice includes one-on-one coaching, group courses, and a mastermind group for mutual support and accountability.
Tapping into the Subconscious:
- Lisa introduces the Emotional Freedom Technique (EFT), also known as tapping, as a way to release emotional resistance.
- EFT involves tapping specific points on the body to reduce negative thought patterns and emotions.
- By addressing emotional roadblocks, entrepreneurs can achieve their goals with more ease and clarity.
Elevating the Conversation:
- Lisa emphasizes the blend of practical financial strategies with inner wealth and emotional well-being.
- Her practice is open to various sizes of businesses, from startups to those generating up to a million dollars in revenue.
- Lisa’s approach addresses both financial and emotional aspects, providing holistic support for her clients.
Contacting Lisa Pederson:
If you want to reach out to Lisa Pederson for guidance or more information, you can visit her website at Wealth Clinic or email her at lpeterson@wealthclinic.com.
Conclusion:
The Values Investors Podcast continues to explore unique perspectives on finance and personal growth. Lisa Pederson’s approach to financial coaching offers a powerful combination of practical strategies and emotional well-being. Stay tuned for more exciting interviews and discussions on the podcast. Your feedback and reviews are greatly appreciated, as they help others discover these valuable insights.