Taking Flight: The Entrepreneurs Journey Podcast

Today’s guest is a financial advisor to the stars! Please welcome Meredith Moore, Founder & CEO of Artisan Financial Strategies. Meredith joins host Sarah Tourville to share her insights and takeaways from her entrepreneurial journey. Learn with Sarah about the steps Meredith took to become a successful financial accountability partner that helped her better understand her clients’ needs! 


Takeaways:
  • Younger entrepreneurs have a unique advantage when embarking on their entrepreneurial journey immediately after completing school. By embracing risk-taking early on, before fully establishing themselves, they can propel themselves toward success. 
  • Hiring subpar employees who are not able to meet expectations is risky. This leads to significant setbacks, terminations, and unexpected resignations. To acquire the right employee, re-evaluate strategies and accept a slower recruitment process. 
  • In the financial industry, sourcing candidates directly yields better results as an employer can use a personal approach that provides opportunities and benefits. This extends beyond monetary incentives and offers compelling reasons to leave large firms. 
  • Recognizing niche importance gives leverage in targeting ideal clientele. Specializing in specific niches helps businesses position themselves as experts in those areas. This offers tailored solutions that address the needs and challenges of their target audience.
  • When seeking financial accountability, individuals often have a team of professionals in place. However, important gaps in this include communication, clarity, and a sense of safety. Meredith advises gathering an accountability partner that will fill these gaps and provide the needed support.
  • Clients may need to be made aware of the efforts, challenges, and dedication their accountability partner gives to ensure their well-being. The unseen responsibility, advocacy, and commitment are the ingredients that make a difference in delivering care and support.
  • Working as a financial advisor provides a comfortable lifestyle without the costs of goods sold or extensive operating capital. Working with inspiring clients brings motivation to elevate one’s game and reinforce belief in the influence of the company they keep.


Quote of the Show:
  • “My love for creating impact has become my mission.” - Meredith Moore


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Taking Flight: EO Atlanta is produced and sponsored by Ringmaster, on a mission to create connections through B2B podcasts. Learn more at https://ringmaster.com/ 

Creators & Guests

Host
Sarah Tourville
Sarah Tourville is the CEO and founder of Media Frenzy Global along with being the Communications Co-Board Chair of the Atlanta Chapter of the Entrepreneurs’ Organization and an Advisory Board Member of the Metro Atlanta Chamber.

What is Taking Flight: The Entrepreneurs Journey Podcast?

Embark on a journey of entrepreneurial discovery with Sarah Tourville, the Communications Board Chair of the Atlanta Chapter Entrepreneur's Organization. In this podcast, Sarah engages in heartfelt conversations with guests from EO Atlanta. Guests share their “First Flight Chronicles" and capture the pivotal moments when they took their initial leap, providing listeners with an intimate look into the challenges and triumphs of the startup world. Join us for a bi-weekly dose on Wednesday’s for an inspiring exploration into the essence of entrepreneurship. This show is proudly sponsored by EO Atlanta.