Jonathan DeYoe is the best-selling author of Mindful Money and the founder of a financial planning company of the same name. He started the firm in 2001 and his team focuses on comprehensive wealth management for clients and financial education for retirement plan sponsors and their community.
Entrepreneurial Role Models:
- Jonathan Dad
- Doug Cottman
- Gary Vaynerchuk
- Eric Thomas
When business started difficulties overcame:
“cash flow, I think that’s the first problem of anyone starting a business. I needed clients. When I started my business, I’d spent thankfully I’d spent a number of years in the industry being trained so I had developed some clients. I think when I started my own firm in 2001, I spent five or six years with Wall Street companies so I problem had 300 customers, people that I could call pitch a stock or a bond to. I had six or seven clients though like concept of deeper financial planning and who wanted advice on decisions they had in their life so at that point I asked those six or seven clients to come with me. So they were the foundation”…[Listen for More]
Favourite Books:
The War of Art: Break Through the Blocks & Win Your Inner Creative Battles Book by Steven PressfieldFavourite Quote:
- “I’m not too smart but I can lift heavy things” Jonathan Dad
- “never be afraid to dig in and do the hard work”
- “If I had eight hours to chop down a tree, I’d spend six sharpening my axe.” Abraham Lincoln
Recommended Online Resources:
- Insight Timer – Free Meditation App for Sleep, Relax & More. With the world’s largest FREE library of more than 30k guided meditations, 5k teachers the world’s most loved meditation Timer
- Newsify: Your News, Blog and RSS Feed Reader. Read and share your favorite websites and blogs on your iPhone, iPad or computer with an amazing newspaper like layout.
- Pocketcasts – Powerful podcast player, available free.Pocket Casts has all the podcasts you know and love over 300k
- Trello – Infinitely flexible Incredibly easy to use Great mobile apps. It’s free Trello keeps track of everything, from the big picture to the minute details
- Slack is where work flows It’s where the people you need, the information you share, and the tools you use come together to get things done
Best Advice to Other Entrepreneurs:
“I think all of my success, my personal success has come from one very basic thing and I would share that. Seventeen years ago, I made a decision to have a morning routine that included a glass of water, working out, meditation, reading and writing. And when you start your day physical activity, fresh clean water, contemplation and then analysing the stories of the day reading and then writing down how those effect you ought to write out your thoughts on those kinds of things. I think you set a foundation that you can’t but be successful. It may take a long time… I am a creature of habit so I think habits are really really powerful. And if you have the right habits you have best outcomes”…[Listen for More]
More About Jonathan DeYoe:
Neil’s Quote at the Beginning:
“Your success and happiness lies in you. Resolve to keep happy, and your joy and you shall form an invincible host against difficulties.” Helen Keller
Other Quotes From the Chat with Jonathan DeYoe:
- “How do you determine if someone is the right fit? I think that when you hire your first employee, I think that’s probably the most important thing is to make sure that fit personally… That personal fit helps you build the foundation of the future culture of your firm as it grows. I think that’s critical”
- “persistence, that pretty much overcomes everything. You have to have some flexibility, you have to be persistent, you have to just keep moving forward, you have to believe in yourself. The combination, and those three things work really interestingly together”
- “you have to be able to push through and be flexible on some of your tactics and believe that you are on the right path”
- “I think that our biggest challenge is entrepreneurs is we get in our own way… That’s specifically about starting, it’s about overcoming all the mental barriers that we create for ourselves and getting the start going. And I think if you can get started you can make it”
- “remain intellectually curious and humble, you can learn from anybody”
- “preparation is 99 percent of the game”
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