Katherine Liola is the Founder & CEO of Concentric Private Wealth, where she and her team stick firmly to the belief that financial management isn’t just about markets and algorithms. It’s about people – their values, their goals, their life. Katherine started a movement to change the way others think about money, mindset, and health, providing the tools they need to live a more transformational life. Through her own life experience and professional expertise, she is taking the lead in experiencing the power of investing in YOU.
Entrepreneurial Role Models:
- Katherine’s Mom and Grandmother
- Ken Long
- Jason Gaynor
- Christina Barry
When business started difficulties overcame:
“when I was starting the business, I really didn’t know what I didn’t know. Starting the business was definitely difficult especially because I was pregnant and there was a very focused timeframe and so decisions had to be made in terms of finding real estate, setting up a website, making sure that I had an institution that I could partner with… I had to be aware of all the compliance and there was just so many logistics of things that needed to have attention given to them”…[Listen for More]
Favourite Books:
- Creating Your Best Life: The Ultimate Life List Guide Book by Caroline Adams Miller and Michael B. Frisch
- Stillness Is the Key Book by Ryan Holiday
Favourite Quote:
“We are what we repeatedly do. Excellence is not an act, but a habit” Aristotle
Recommended Online Resources:
- The Entrepreneur Way – Learn from successful Entrepreneurs with Free Daily podcast interviews that reveal their business success secrets
- How I Built This
Best Advice to Other Entrepreneurs:
“really focus on who you are as a person, to make the space to hear yourself, for you to see yourself, for others to see you, to be honest with yourself. If you are not working on yourself you might still have wild financial success but for that success to mean something to you have to be connected with it. And for you to be able to create the true impact that you are seeking to create again a connection to you is so key and that’s what’s also going to be able to support you in your leadership because there will be a lot of distractions. So, if you can be centred on your values, if you can have that care of making sure that you are getting what you need but also giving yourself the attention in terms of learning opportunities so that you can grow that’s going to be incredibly huge. So I would say focus on you as a person”…[Listen for More]
More About Katherine Liola:
Neil’s Quote at the Beginning:
“I had to make my own living and my own opportunity! But I made it! Don’t sit down and wait for the opportunities to come. Get up and make them!” C.J. Walker
Other Quotes From the Chat with Katherine Liola:
- “it’s super important to have people to look to, it’s also super important to have a community of people to help you push how big you are thinking”
- “at the beginning if I had focused more on what made me unique and did not try to stay in a box that I was being placed in I would have had more significant growth and impact”
- “I think often we can experience what success appears to be as defined by our culture or our families and then we get there, this is very common with entrepreneurs, and we feel a little empty. So, I think it’s very important especially at the beginning that we are defining what success looks like so that we actually know what it is when we are experiencing it”
- “I have found creating space for stillness so that I can hear myself and process on a weekly basis… And I try and actually do that on a daily basis with meditation is really, really important”
- “if we are looking at things from the beginning the learning curve would have been shorter if I had leverage and built a tribe earlier on which is not something I did as effectively as I could have at the very beginning”
- “it’s really about the day in, the day out, the practice of the rituals or the routines, the pieces that are going to help us get to where we are, those small steps one after another going forward. And sometimes of course going backwards but learning along the way. And that’s really where we can experience what success is as we define it”
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