Building Wealth and Protecting Your Assets: Strategies for Financial Success with Blake Morlet

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

Alyssa Lang interviews Blake Morlet, who joined Invicta Financial in 2018 after almost a decade of business management experience in the Planned Development sector. In today’s episode, Alyssa and Blake talk through having a financial professional to support you in making financial decisions to invest in your future.
In this episode you’ll hear:

• What financial team of advisors you should have on your side
• How to adapt your financial goals for change based off your values
• How to figure out where to start with financial planning for your future
• How to identify when you should get financial planning help to support you

About our guest:

Blake Morlet joined Invicta Financial in 2018 after almost a decade of business management experience in the Planned Development sector. Blake is passionate about entrepreneurship and guiding business owners and business executives to maximize their financial future by leveraging technology, a clearly defined future and his team. With a diverse background in real estate, investment and planning strategies, Blake enjoys educating clients and empowering them to achieve success for their families.

The most important thing to Blake is his family. Blake and his wife Kristin are blessed with four wonderful children, Emma, Chloe, Cruz and Max. Blake enjoys golfing, hunting and road trips exploring our wonderful country.
Connect with Blake Morlet:

Connect on LinkedIn: https://www.linkedin.com/in/bmorlet

Schedule a call with Blake: https://calendly.com/invictafg_bm/30m

Check out their website: www.invictafg.com

Send Blake and email: [e-mail]
Resources mentioned in this episode:

📞 Schedule a call with Blake

💻 Breakthrough for Bookkeepers & Accountants

📚 10x is Easier than 2x by Dan Sullivan

📚 The Gap In The Gain by Dan Sullivan
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

💸 Check out Plooto for receiving payments from clients that will save you a TON of money on fees (www.workflowqueen.com/plooto)

章节

1. Introduction (00:00:00)

2. Introducing Investing and Planning for Retirement (00:02:41)

3. CFO's (00:07:05)

4. Pivoting and Goals (00:12:46)

5. Reasons Why You Might Want a Financial Advisor (00:19:42)

6. Why Did Alyssa Get a CFO? (00:24:19)

7. Having What You Need for Your Employees (00:26:52)

8. Conclusion (00:40:33)