Breaking Convention to Better Serve Financial Services Clients • Mike Hilmes • Work & Worldview Podcast #06

In this episode, Financial Coach and Tax Strategist Mike Hilmes shares his journey from a values-driven upbringing in a Catholic home to becoming a successful entrepreneur in the financial services industry. He discusses the importance of recognizing hypocrisy in values, the challenges of starting his own business, and the evolution of his services to provide a holistic approach to financial planning. Mike emphasizes the significance of client relationships, the impact of his family legacy, and the role of faith in guiding his business decisions. He critiques the industry for its reactive nature and highlights the need for proactive financial planning. Ultimately, Mike's drive to help others stems from his desire to create lasting change and empower clients to achieve their financial goals.

Chapters

00:00 Foundations of Values and Early Influences

03:24 Navigating College and Career Aspirations

05:27 The Journey to Entrepreneurship

07:11 Overcoming Doubts and Embracing Vision

08:27 Realizations About the CPA Role

09:51 The Progression of Vision Over Time

10:46 Growing Tension between Vision & Innovation and Fear & Security

13:59 The Start of Kingdom Financial

16:21 Kingdom Financial also addressing personal finances

19:01 The Drive to Help Others

22:07 Finding Purpose in Adversity

23:34 Seeing the opportunity God presents in struggles

25:13 Mike's Zone of Genius

26:04 Massive Business Growth leads to a Major Business Pivot

27:54 The Evolution of Kingdom Financial

28:51 Success Leads to Virtual CFO Line of Business

30:13 Holistic Financial Strategies for Clients

31:38 The Elephant Analogy: Understanding Financial Complexity

33:25 Proactive Financial Management: Windshield vs Rear-View

37:04 Identifying Client Pain Points

38:49 Differentiating in the Accounting Industry

39:37 Unicorn in Breadth to Serve Clients at a Higher Level

40:12 Green & Growing or Ripe & Rotten

44:07 Be a Blessing

46:45 The Drive to Serve and Help Others

52:28 Engaging with Entrepreneurial Clients

55:13 Closing

Links to Mike Hilmes' firm Kingdom Financial Strategy

https://www.kingdomfinancialstrategy....

/ kingdom-financial-llc

Special Thanks

Shout out to Anita Toth of Hidden Revenue Hunters (https://hiddenrev.com/) for the introduction to this episode's guest Mike Hilmes.

https://workandworldview.com