Welcome to the podcast where Jess Bost and Mark Newfield bring on guests to learn more about their past lives before landing where they are today
Joined March 2025
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A financial plan is not just abt reaching numbers or hitting goals. It's about freeing clients to focus on what matters most: dreams, values, & the life they want to build
In Ep30, @moseleywilliams shares why true planning creates space for deeper, more meaningful conversations
Listen to the full episode on your favorite podcast player =
🎧 Spotify: open.spotify.com/episode/6Q8…
🎧 Apple Podcasts: podcasts.apple.com/us/podcas…
Or...check out the episode page 👇
howherepod.com/podcast/marke…
#HowDidWeGetHere #FinancialPlanning #PurposeDrivenLife #WealthwithMeaning
Where do you notice the biggest gap between who you are and how you show up in your work?
20%🧠 Marketing / branding
20%🗣️ Client conversations
20%👥 Internal meetings
40%📈 Business strategy
5 votes • Final resultsDennis reminded us that great businesses are built by people who matter more—because they do meaningful, resonant work. Work that reflects who they are, not just what they do.
🤔 Where do you feel the biggest gap between who you are and how you show up in your work?
Curious to hear more of what Dennis has to say?
👉 howherepod.com
#financialplanning #advisorlife #businessalignment #HDWGHpodcast #brandingwithheart #transformationeconomy
Traditional marketing is losing its impact, especially when it focuses on pushing messages at strangers.
@moseleywilliams shares why the best growth today comes from knowing your people and building real, lasting relationships.
🔗Spotify: open.spotify.com/episode/6Q8…
🔗Apple Podcasts: podcasts.apple.com/us/podcas…
Plus...check out the episode page!
howherepod.com/podcast/marke…
#HowDidWeGetHere #FinancialPlanning #FinancialLiteracy #CommunityBuilding #ClientLoyalty
400 Markets of One – Seeing People, Not Just Investors
When you walk into a room of clients, do you see a market—or do you see 400 unique individuals?
In this episode of How Did We Get Here?, we interviewed @moseleywilliams.
Dennis shares how his background in anthropology shaped a different view of financial advising: it’s not just about selling, it’s about understanding people’s evolving needs.
This mindset shift changes everything about how we serve and connect.
Catch the latest episode – now streaming on Spotify and Apple Podcasts!
#HowDidWeGetHere #FinancialAdvising #ClientExperience #HumanConnection
Every entrepreneur (and honestly, every one of us) has had moments where we’re kicking and screaming our way into doing the right thing.
Tune in to "How Did We Get Here?" on Spotify and Apple Podcasts to hear the full story.
Links below!
🔗Spotify: open.spotify.com/episode/3mB…
🔗Apple Podcasts: podcasts.apple.com/us/podcas…
📌Check out the *NEW* episode page!
howherepod.com/podcast/sushi…
#HowDidWeGetHere #FinancialPlanning #CareerGrowth #Entrepreneurship
howherepod retweeted
And by the way, this includes most people working in finance. You have no idea how many successful Wall Street types really have no idea how to handle their own money.
That’s exactly why @StojBoj loves what he does. In this episode of "How Did We Get Here?", he shares what excites him as an advisor: helping clients navigate their finances with confidence.
