High-Net-Worth Defense—Shield Your Wealth

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Business Growth & Mindset | The Advisor

Stacey Chillemi

254 episodes

10 hours ago

Welcome to Business Growth & Mindset | The Advisor—your tactical playbook for scaling companies and sustaining peak performance. Host Stacey Chillemi—bestselling author, wellness advocate, and serial entrepreneur—joins forces with co-host Lisa Urbanski, a veteran interviewer and strategic-communications pro, to go deep with founders, CMOs, CTOs, and behavioral-science leaders. Together, they uncover step-by-step frameworks you can deploy today:

High-ROI marketing funnels that attract and convert ideal customers
Leadership habits that turn small teams into high-impact cultures
Time-management & bio-hacking tactics that multiply productivity
Profit-and-purpose mindset shifts that keep burnout at bay

Whether you run a startup, freelance empire, or scaling enterprise, each episode delivers real-world case studies, growth hacks, and mental-resilience tools—so you can boost revenue, sharpen decisions, and live a balanced, fulfilling life. New conversations drop every Tuesday, with bonus “Five-Minute Wins” on Fridays. Hit Follow for weekly insights that move the needle in business growth, leadership, marketing, productivity, and mindset.

Become a supporter of this podcast: https://www.spreaker.com/podcast/business-growth-mindset-the-advisor--6704784/support.

All content for Business Growth & Mindset | The Advisor is the property of Stacey Chillemi and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

High-ROI marketing funnels that attract and convert ideal customers
Leadership habits that turn small teams into high-impact cultures
Time-management & bio-hacking tactics that multiply productivity
Profit-and-purpose mindset shifts that keep burnout at bay

High-Net-Worth Defense—Shield Your Wealth

Business Growth & Mindset | The Advisor

24 minutes

1 week ago

High-Net-Worth Defense—Shield Your Wealth

What if the smartest wealth move isn’t chasing returns, but protecting the risks that could erase them overnight?

On this episode of The Advisor with Stacey Chillemi, Erin Botsford (Barron’s Top 100 advisor; founder of The Advisor Authority) reveals the paradigm shift that scaled her firm from $300K to multi-millions: safeguard the risk side of the balance sheet before you invest a dollar.

Erin walks through real-world failures and fixes, plus the 26-point risk checklist every family should complete.

You’ll learn how to:

🛡️ Map Hidden Exposures: Titling, liability, umbrellas, entities (LLCs/trusts), “toys” (lake house/boat)
🔁 Transfer vs. Assume Risk: Insurance & structures vs. habits and health
✅ Run the 26-Point Checklist: Finish risk work first, then allocate investments
🏗️ Adopt the “Property Manager” Model: Advisors coordinate attorneys, CPAs, and insurance pros
👪 Do a 360° Family Review: Parents, adult kids, in-laws... who are you morally/financially responsible for?
🧭 Scale with Systems: Prospect the philosophy, then hand off to licensed service teams

Press PLAY to secure the downside to scale the upside; be sure to protect the risk side today so you can invest with confidence tomorrow!

🔗 Explore Erin’s resources and learn more at https://erinbotsford.com/

👉 Love insightful and life-changing interviews? Tap Follow now so you never miss an inspiring episode of The Advisor with Stacey Chillemi.

Become a supporter of this podcast: https://www.spreaker.com/podcast/business-growth-mindset-the-advisor--6704784/support.