Episode Transcript
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And then the other thing that's a very soberingactivity is you write down your eulogy.
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What do you want to be said about you and whoyou want to say certain things about you when
you do die?
And I would just give that as an amazingactivity for anybody to do to really take that
first step into living a purpose-driven life.
Welcome to Inspired Choice Today.
(00:31):
I'm your host, Caroline Biesalski, here tobring you authentic stories, surprising
lessons, and powerful takeaways to fuel yourjourney in business and life.
In each episode, I'll take you from oneinspiring guest to the next, blending their
experiences with my expertise to uncoverpractical strategies you can use right away.
(00:54):
Whether you're starting out or stepping up,stay tuned for insights and actionable tips
that make a difference, and stick around untilthe end for a special freebie just for our
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Hello, and welcome inspired podcast community.
This is your new episode.
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My name is Caroline, and my today's guest isSteve Perry, and I'm so happy that he's here.
How are you doing today?
So good, Caroline.
So good.
It is good.
It's a good day, and I would like to introduceyou to the audience, of course.
You launched your first company at 15 after ayear as a commercial fisherman to becoming a
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top-performing financial adviser and leader ina Fortune 100 company.
Your entrepreneur's journey is defined byresilience and purpose.
Having experienced both financial struggles andphilanthropic success, you left a lucrative
career to follow a faith-driven calling,founding the well recruiting solutions.
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Today, you and your team help financialadvisory firms nationwide find the talent they
need to grow with the bold vision of impacting1,000 firms by 2030.
Welcome to the Inspired podcast, Steve Perry.
Thank you so much, Caroline.
It's an honor to be here.
Is it you?
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So I didn't mix up the bios as usual.
Right?
You got the right person.
You recognized yourself.
I know some of that story.
Yeah.
Thank you so much.
My first question is, you left a $900,000career to start over.
What was the moment of clarity when you knew itwas time to follow this new calling?
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Yeah.
So I was at our annual partners meeting wherethe head of the company was up there kind of
describing his vision for, you know, what wouldbe coming and what we would be doing as
leaders.
And it was pretty clear at that point, my wifewas sitting next to me in the audience, that it
was going to be a lot less entrepreneurialflexibility that we would have leading our
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individual locations and would be a lot more,this is what home office wants, and your job is
to do what home office wants.
And so my wife and I kind of looked at eachother, and we're like, alright.
It's time to start exploring what God has nextfor us.
And so, that, you know, that was ultimatelyabout a five- to six-month journey, but that
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was a moment in time that we knew, hey.
It's time to make a change.
Wow.
What a great answer.
Thank you so much for sharing.
I see it literally.
I see you sitting there and then make thisdecision.
Yes.
Yeah.
Yeah.
Amazing.
Of course, I have another question for you.
Yeah.
You've navigated incredible highs and lows frombounced rent checks to major donations.
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What lessons from those extremes have shapedhow you lead today?
Yeah.
I would say probably, you know, for me, one ofour company values is faith, and if I feel like
I am taking the steps that God has called me totake, I can have pure confidence that whatever
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situation I'm experiencing right now is whatI'm to be experiencing for the learning, and
just the call on my life.
So I think back to my bounced rent checks, youknow, I learned a lot from that, but I also
wasn't living the life that I was supposed tobe doing.
And so, you know, there's a saying in the Biblethat says, you know, what man meant for evil,
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God meant for good.
And so so much good has come out of that.
I can't tell you, Caroline, how many times I'vebeen able to share with new entrepreneurs, new
people that I've brought into the financialservices business over my career, and being
able to encourage them because all they see is,you know, the trophies on the wall or the, you
know, the success that I have now.
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And I got to tell them about the times when myrent checks bounced, and I couldn't make my car
payments.
And so that brought us into, you know,brotherhood, and encouraged them, hey.
Just stick with it.
The time is coming.
Your time is coming.
And I used to always use a phrase as, like, youjust gotta last.
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You just gotta just gotta last.
And so, I think that experience has helped me.
And then on the flip side, it's been a blessingin my life that I have been able to reach
levels of success that I never thought, like,you know, little Steve Perry would be able to
accomplish in his life.
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But the true blessing in that is not thesuccess that I realized, but really that it was
empty.
Like, that wasn't what I wanted.
Winning all those trophies, living on, youknow, the lake house and the $2 million
mansion, buying whatever car I want, like, thatwas not going to lead to a fulfilled life,
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which made it easy when I knew that, hey.
It was time to end this career and move intothe next step where, you know, quite frankly, I
haven't got a paycheck for the last year and ahalf, but we've built something incredible.
We have over 40 people on our team now that,all of them have gotten paid.
All of them got Christmas bonuses.
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Many of them have shared with me, you know,what they've been able to do, providing for
their family and their loved ones because wetook that chance and started this company, and
their life is better for it.
Not to mention all the people that again, ourcompany recruits.
We recruit because we know most people aren'thappy or satisfied in the job or the role that
they're in, and they're looking for somethingmore, something different.
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And so not to mention all the people we'vehelped do that in just the short year that
we've been in business.
Wow.
I love your answer.
Thank you so much for sharing.
And you mentioned the calling as well.
Yes.
The calling.
And I would say most of the people are not ableto hear God's voice, the inner voice or
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intuition.
And what would you give as advice to Yeah.
Yeah.
Yeah.
There was a there for somebody who doesn't, youknow, who doesn't necessarily have a faith or a
strong faith where they're able to, you know,hear God's voice clearly, and trust me, I don't
hear it always clearly, but there's an awesomebook that I've given to so many people over
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time.
It's called "Living Forward," and the idea inthat book is you create a life plan for
yourself based on where you are now and yourbeliefs and what you feel like maybe the
calling is on your life.
And you identify, like, all of the differentaccounts.
Like, what are the things that are important toyou in your life?
You put them in order, and then you write downwhat your envisioned future is in each of those
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areas.
And then the other thing that's a very soberingactivity is you write down your eulogy.
What do you want to be said about you and whoyou want to say certain things about you when
you do die?
(08:18):
And I would just give that as an amazingactivity for anybody to do to really take that
first step into living a purpose-driven life.
Yes.
I did this.
You did that?
You mentioned it.
I did it 20 years ago, and I think I'm not sureif I because I don't remember what I wrote
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something like.
But I wrote about two kids, and I have twokids.
And I'm not sure if I wrote it before normally,yeah, when I say 20 years, then yeah.
That I had I have two kids, and it's true, forexample.
And then you said something about write downyour account or something.
I love the use of the word because it is whatcounts for you.
(09:03):
Right?
It's something that counts for you.
Yeah.
It is I would have used the word goals orsomething.
Write down ten goals or so.
Yeah.
Yeah.
Something.
I love your phrase, you know, saying thatthat's something that counts.
And then, you know, the other thing I thinkabout it is, you know, like your bank account.
Right?
You put deposits into it, and you takewithdrawals out of it.
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And the more attention that you pay to it,right, the healthier that is.
And so that's why they use the word accounts inthat.
Yes.
You won't believe I had an accounting companythe last 16 years.
And it was not fulfilling.
You know?
This is why I closed it, and now I'm doingpodcasts and writing.
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So I understand what you are talking about,finances and accounting, but I never used the
word, you know, the count that it counts in butit's logical.
Totally.
Totally.
Of course.
Okay.
My next question for you.
Your vision for 2030 is ambitious.
How do you stay motivated, and what role doesfaith play in helping you tackle such a bold
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goal?
Yeah.
Great question.
So we've actually, since you and I firstconnected, my partner and I did our annual
planning for this year, and we adjusted or, Iwould say probably broadened the vision, which
is now we want to be the trusted source of100,000 placements by 2030.
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And the reason for that is because untilsomebody may, you know, in our world, until
someone makes a career move, their life hasn'tbeen impacted for the good.
And so we really wanted to quantify how manyindividuals we affect in that.
And because we know that companies always needtalent.
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They need more leaders.
They need better team members, more teammembers if they're growing.
And so, that's kind of a given.
And so then we wanted to quantify, like, whatdoes that mean for the consumers and the other
people that we serve.
So I will say that that number is one that camethrough my what I call purpose statement.
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So my purpose statement is that I'm a bold,generous, encouraging follower of Jesus, and so
those are three giftings that I feel I uniquelyhave.
Other people have them, but for my uniquegifting, who will help fund 1 billion to grow
God's kingdom.
So through the gifting and leadership andgenerosity, I feel like God's given me the gift
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to lead business and make a lot of money, but Ihold it very loosely.
It just flows through my hands and getsdirected to wherever I feel like God's calling
me to give.
And then the last line is by leading others tolive radically generous lives.
And so our company mission statement and visionstatement, the financial results that would
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result from that would mean a couple things.
Number one, we would be gifted with the abilityto steward literally billions of dollars and
direct that to our employees and give themcompensation generously, but then also direct
to nonprofits that are doing incredible workaround the world, and doing it at an extremely
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high level.
And then the success in the business would alsogive us a platform for me to be able to say,
hey, like, it's not to enrich yourselves andbuy nicer cars and bigger houses and have a
larger investment account because I know thatthat's fleeting.
I've had that.
You've had that.
Like, that's fleeting.
So let's talk about what we can do that reallymakes an impact.
And it won't be coming from a, you know, I'mpreaching from a place that, well, you've never
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been there, but we have done that.
We've done it well, and we've done it withexcellence, another one of our company values,
and then have the multiplication effect of notjust us giving but encouraging others to do the
same.
Wow.
What a great answer.
Thank you so much.
And you said I love that you made your goalbigger or your purpose, whatever, to impact
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lives.
And, also, what you said, and it was veryimportant.
It was a short sentence, but I have to repeatit to emphasize it.
Right?
You said something like, you want to helppeople before it's too late, before they feel
bad in their jobs or lives or whatever.
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And this is the point because most of thepeople say, oh, I'm going to have a burnout
soon, but then they are in the middle of it.
Mhmm.
And we have to, and there's a saying inGermany, by the way.
I don't know if you can understand, but I cantry to translate.
There's a saying, like, when you are at theparty Mhmm.
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You have to go when you are the happiest orsomething.
Oh, yeah.
At the best moment, you have to go because, youknow, at the party, then the evening gets
later, and then it's worse or bad talking ormuch alcohol or whatever or whatever.
It's a bad thing.
So you have to go at the happiest moment.
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That's awesome.
I love that.
I love that.
And I think when we implement this for ourlives or to recognize and this is tied to what
I asked you earlier about the intuition thing.
When we listen to our intuition, we knowexactly when to go Mhmm.
Or when to leave a company.
Yes.
You know what I mean.
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You are the expert.
Yep.
Yes.
Mhmm.
That's great.
So we talked about your goal.
I love your goal.
And then my next question is where can we findyou when people want to reach out to you?
Yeah.
So you can, I made it easy, hirethewell.com,and that will direct you to us, and you can
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learn a little bit more about who we are andwhat we're about and connect with me.
I'm very active on LinkedIn, so I loveconnecting with people on LinkedIn.
Wow.
That's so great.
Thank you so much.
And my last question is about your coaches andmentors.
Do you have coaches and mentors for yourself?
You already mentioned the book "Fast Forward."I love that.
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I will check it out, of course.
And who was the best coach you ever had?
Yeah.
I've had the same coach since 2017, so eightyears now.
His name's Reid Moore.
You know, and I actually wrote a couple books.
In my book I talk about how do you find acoach, and for me, I look to someone who is
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actively participating in business still.
It wasn't that I used to, had been successfulto a point that was far beyond where I had
been, and not only was successful in businessbut was also leading a family that I would want
to emulate as well.
Because what I find is that there's a lot ofextreme coaches that are really, really good in
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one area or another, but if you go down thatdirection, other areas of your life are gonna
suffer.
And so I really look for someone who emulatedall the aspects of life that were attractive to
me, and so Reid was that guy, and he's been anincredible coach and mentor and friend now for
many, many years.
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Wow.
I love it.
And it's so important to check before hiring acoach or trusting someone to look at their
lives and how they are doing.
Of course.
Thank you for our interview.
Now it's time for your final thoughts to theaudience, please.
Yeah, you know, the Stephen Covey quote of"begin with the end in mind," that was one of
(16:40):
the things that I shared earlier.
I think the exercise of creating a life plan,doing the exercise of the book "Living
Forward," is the best advice that I could giveto the general audience today who's looking to
move forward.
Obviously, I would say my book, "The CapacityModel: How to Build Your Best Life," definitely
(17:03):
has some of those things in it.
I think I've made like $40 or something fromthe book, so I'm not worried about that.
But books have been a big impact on my life.
Those have been two, one obviously that I'veread, and one that is a combination of
everything that I read.
But beginning with the end in mind and living apurposeful life is really an incredible way to
(17:25):
drive what are the actions that you're takingtoday.
Wow.
What a great statement.
Thank you so much.
I'm highly inspired now.
Thank you, Caroline.
It's been a pleasure.
And see you in the next episode.
Thank you for listening to "Inspired ChoiceToday." I'm thrilled to have you on this
journey of growth and transformation.
(17:47):
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(18:09):
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