Ever been boxed in by a label you never chose? In this conversation, Peter Grose, CFP and founder of Grose Wealth Management, shows how to dismantle limiting labels and replace them with identity built on evidence, action, and grit. From being sent home in first grade with a note that called him “mentally challenged” to earning the CFP mark, building a long career as a financial advisor, and authoring a novel, Peter’s journey is a masterclass in self-belief, persistence, and creative problem solving.
This episode is not just inspiration. It is a practical playbook for entrepreneurs, executives, and anyone who wants to turn a perceived weakness into a competitive advantage. If you want to perform better on the mic, lead teams with confidence, and make your message land with buyers and stakeholders, you will find proven mindsets and tactics you can use today.
What You’ll Learn in This Episode
How to Break Free from Labels:
A step-by-step look at how Peter refused to internalize a limiting identity, and how you can reframe your own story so it fuels performance in business, sales, and interviews.
Perseverance That Pays:
The simple decision frameworks Peter used to stay in the game when odds looked bad, including the moment he chose not to accept failure in a high-attrition industry.
Parenting, Mentorship, and Identity:
How one champion can change a life. Peter’s father challenged institutions, sought second opinions, and modeled advocacy. Learn how to become that advocate for others and for yourself.
Rethinking Learning Challenges:
Phonics versus see-and-say, why reading is advanced decoding, and how Peter improved literacy as an adult by reading nightly with his son. Useful for leaders, teachers, and parents.
Confidence Under Pressure:
How to perform when tests are timed, stakes are high, and people are watching. Use Peter’s visualization practice and “decide in advance” mindset for public speaking and high-stakes meetings.
From Financial Advisor to Author:
Why Peter wrote the novel “Time,” how economics shaped the story, and what the creative process taught him about discipline, productivity, and finishing complex projects.
Core Message Development:
Practical cues to find and communicate your core message on podcasts and stages. Peter’s story shows how to transform adversity into authority that audiences remember.
The Transferable Skills of Sales and Service:
How years on the front line with clients sharpen clarity, listening, and storytelling. Apply these skills to podcast guesting, demand generation, and closing high-value deals.
TIME A Novel by Peter Grose on Amazon
None of this information should be taken as investment, financial, legal, or tax advice. Investment advisory services offered by Bay Colony Advisors, a registered investment advisor, DBA Grose Wealth Management LLC. No Advice may be rendered unless a client service agreement is in place. Bay Colony Advisors does not provide accounting, tax, or legal advice. Principal Office: 86 Baker Avenue Extension, Suite 310, Concord, MA 01742. Phone: 978-369-7200.
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