Financial Communicator

The official blog of Smart Plan Investing

Purpose for Money – Episode 106 EOS system & Exit Business Planning

Episode 106 – Purpose for Money Subject – EOS – Entrepreneur Operating System and Exit Business Planning In this episode Lynda Martin – EOS coach and I discuss the relationship between EOS system and Exit Business Planning. Lynda defines how the EOS system helps the business owner(s) gain focus and clarity around their business. We discuss how the ...
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How does coaching make a difference? One great example.

How can coaching make a difference? I'm going to give you a great example of two people, that had similar conditions. One had a coach and the other did not. The two people that we are comparing and contrasting are Florence Chadwick and Michael Phelps. Florence Chadwick is the first women to swim the English Channel, both back and forth. Michael Phe...
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Purpose for Money – Episode 105 Is the American Dream dead?

Episode 105 – Purpose for Money Subject – Is the American Dream dead? In this episode Jim Hogan and I dissect the question, "Is the American Dream dead?" In today's world, 56% of all venture capital is done here in the United States. 2015 was the highest year for amount of start ups. So, is the American Dream just being redefined? Is it no longer t...
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Did you know? 1776, the iconic movie and the birth of the American Dream.

When we talk about the American Dream, there is a dialogue exchange between Dr. Benjamin Franklin and John Dickinson, from the iconic movie 1776, that describes the birth of the American Dream. Hi, I'm Robroy Wiley, Investor Coach. I help my clients recognize those behaviors, mainly money demons, that can derail them from achieving their financial ...
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Did you know? The cost of independence.

Each post in July, has been talking about the American Dream. I wanted to end the month with a thought provoking, short post from Seth Godin. He discusses the cost of independence. As an investor coach, I see how our money demons can have a habit of derailing us. Because with wealth comes responsibility and freedom to make choices. Whether it is be...
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Did you know? Phelps Olympic Story

A challenge can be disarming the behavior that can derail us from our investing goals. Robroy Wiley, Investor Coach at SmartPlan Investing, shares a short story about Michael Phelps and what happened at the Olympic games. www.smartplanfinancial.com Short story referenced from " The Power of Habit – Why we do what we do in life and business." – Char...
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Did you know? Magda’s money demon kept her in fear…

"How do you defeat those money demons? " – asks Robroy Wiley, Investor Coach. It's one of the most popular sessions in the Mind Over Money Group Workshop. The Mind over Money Group workshop dives deep, helps you gain clarity and focus around financial goals and money. It sheds light on those mindsets and behaviors that have been adopted since child...
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Did you know? 5 key aspects of “The Mind Over Money”

"How do you defeat those money demons? " – asks Robroy Wiley, Investor Coach. It's one of the most popular sessions in the Mind Over Money Group Workshop. The Mind over Money Group workshop dives deep, helps you gain clarity and focus around financial goals and money. It sheds light on those mindsets and behaviors that have been adopted since child...
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Did you know? A father’s impulsive behavior was his money demon.

He became the cautionary tale to the rest of the family. His father's money demon was succumbing to impulsive behavior. Hi I'm Robroy Wiley, Investor Coach. One of the challenges is helping my clients recognize the behaviors that can derail them from achieving their financial goals and dreams and learning how to disarm them. His father did not want...
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Did you know? Florence Chadwick and the challenge she faced.

Did you know, Florence Chadwick and the challenge she faced? She had accomplished swimming the English Channel both ways and was the first women to do so. It would be her swim in the Pacific Ocean that a lesson can be learned from. Hi I'm Robroy Wiley, Investor Coach. A main challenge is helping my clients recognize those behaviors that can derail ...
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Purpose for Money – Episode 102 Philanthropic Goals & True Purpose

Episode 102 – Purpose of Money Subject – Philanthropic Goals and True Purpose In this episode Sarah Siedentopf, estate planner and probate attorney, and I discuss philanthropic goals, setting up a foundation and purpose. Sarah's office is located in Brookhaven/Buckhead area of Atlanta. Sarah specializes in making estate planning and probate as easy...
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Purpose for Money – Episode 103 Emotional Intelligence & Blindspots

Episode 103 – Purpose for Money Subject – Emotional Intelligence & Blindspots In this episode Jim Hogan and I discuss how to go through the barrier of self perception, self regard, and blindspots. There are three real life examples that we share: Highlights Count & Countess – that were upset with the media and their reaction. Car Rental sto...
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Purpose for Money – Episode 104 Money & Happiness

Enter your text here ... Episode 104 – Purpose for Money Subject – Money & Happiness In this episode Chris Butsch, author of 'The Millennial's Guide to Making Happiness', and I discuss the phrase 'Money can't buy happiness'. Chris has his own twist on the phrase. He has traveled around the Unites States and internationally to interview people o...
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Manifesto for Future Generations

One of the largest wealth transfers in the history of the world will be from the baby boomers to the millennials. Statistically 40% of all millennials are entrepreneurs. So, what is the most valuable asset that the baby boomers can pass on to the millennials? Your story. You need to share your story of how you built your business and your wealth. T...
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Purpose for Money – Episode 101 Mental Toughness & True Purpose

Purpose for Money – Episode 101 Mental Toughness & True Purpose Episode 101 – Purpose of Money Subject – Mental Toughness and True Purpose In this episode Jim Hogan and I explore the relationship between mental toughness and true purpose. Jim Hogan is a speaker and coach, who specializes in mental toughness and emotional intelligence. Highlight...
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Traits for Success: What question started it all?

THE QUESTION THAT STARTED IT ALL Is a family's success by default or by design? It's a simple answer. Success is by design. How does an entrepreneur, business owner, or a family design success? What traits, habits, and characteristics result in sustainable prosperity for current and future generations?  We have to go deeper and explore. ​ Ther...
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“Nothing Left Unsaid” – Vanderbilt and Cooper connection.

What about Gloria Vanderbilt's multi-millions? Anderson Cooper has publicly made it known that he will not inherit any of his mother's estate and that he never expected to. Anderson explains that from a young age, he was told that once he turned eighteen that was it. Anderson Cooper and his mother did do one thing that is more valuable than the wea...
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Why reverse engineer PT Barnum’s success!

PT Barnum wrote and published his autobiography and updated the book three times. Each time a new edition was published it became a best seller. While many people cringed at his marketing methods and borderline con man ways, what made PT Barnum's biography different from others in his lifetime, was his unapologetic attitude towards making money. In...
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Update! What’s been going on with StoryWill

This has been the best week in the history of StoryWill so far. As a fellow entrepreneur and for my family's next generation. The week of May 23 – 27 was the best week ever in the four month's of StoryWill. " A still shot from the shoot." On Tuesday May 24 we shot a completely brand new video for the site. Yes, I got a professional videographer who...
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#1 Making your vision concrete – getting the idea out of your head

Making your vision concrete – documentary ​ This documentary is a product idea for those who work for themselves, entrepreneurs, and those who run a small business. It is intended to illuminate what it takes to bring an idea to market. To illustrate the process, we will showcase the development of a product called StoryWill. Robroy Wiley, creator, ...
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