Kim Curtis is the President and CEO of Wealth Legacy Institute, a wealth management firm founded on the philosophy that long-term, collaborative, fiduciary relationships with clients are the key to ultimate success. Kim is the bestselling author of Money Secrets: Keys to Smart Investing and Retirement Secrets: Keys to Retiring Happy, Healthy, & Free. A nationally-recognized wealth management advisor, Kim received the Editor’s Choice Award from the Journal of Practical Estate Planning for her work in developing a highly personal, client-centered planning model.
Kim joins me today to discuss changing our relationship with money and the importance of paying it forward. She shares her ideas on diversity and inclusivity and her principles of success. She describes how an act of kindness from another person changed her life and relationship with money. She also highlights why we need to change social constructs around money and underscores the value of using money to change the world for the better.
“Money needs you—it’s looking for you. It needs your vision, your ideas, and how you’re going to change the world for the better. Money means nothing if you don’t put your ideas into it.” - Kim Curtis
This week on Mastering Overwhelm:
- Kim’s beginnings in wealth management and her journey to becoming the CEO of the Wealth Legacy Institute
- How committing to the client’s interest first contributed to the Wealth Legacy Institute’s success
- The relationship between money and living your life
- The two laws of money
- “Lollipop moments” and how an act of kindness created a powerful ripple effect in Kim’s life
- Why Kim brings people of different backgrounds into her company
- Adjusting as a leader to working with people who are different from you
- Changing the construct of money and Kim’s vision for Wealth Legacy Institute’s future
Connect with Kim Curtis:
- Wealth Legacy Institute
- Book: Money Secrets: Keys to Smart Investing
- Book: Retirement Secrets: Keys to Retiring Happy, Healthy, & Free
- Wealth Legacy Institute on LinkedIn
- Wealth Legacy Institute on Facebook
- Wealth Legacy Institute on Twitter
- Kim Curtis on LinkedIn
- Kim Curtis on Facebook
- Kim Curtis on Twitter
- Kim Curtis on YouTube
Mastering Overwhelm - Set Yourself Free to Enjoy Your Success
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