320. Steps You Can Take Now To Skyrocket Your Personal and Professional Growth With Bill Bloom

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Summary

Want to grow personally and professionally? 

Focus on continuous education, both for you and your clients.

In this episode, Matt Halloran talks to Bill Bloom, the president of Bloom Financial Company and the host of the “Retire As You Desire” podcast. Bill reveals his secret to his growth as an independent financial advisor. He also shares how he uses his podcast, books, and other content to cultivate financial literacy in others.

Bill discusses:

  • Why financial literacy is extremely important for every individual
  • How choosing a super-specific niche (pre-retiree yachters) sparked tremendous success from the start
  • His playbook for attracting more media attention
  • Tips for “eliminating the nonsense” and focusing on continuous improvement
  • And more

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About Our Guest:

Bill Bloom, RICP®, is an independent financial planner and principal of Bloom Financial Company. He helps individuals and business owners understand their current financial situations, define future goals, and develop a flexible strategy that allows them to reach their retirement objectives. Bill helps clients “Retire as You Desire” by providing them with meaningful strategies to a wide range of financial matters including investments, risk management, tax planning, and insurance needs analysis. He also holds “Retire as You Desire” educational events for clients and guests on a regular basis.

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