Latest / Real Estate for Real Life / Episode 14 • Taking Control of Tour Future Before it Forces You To with Chloe McKee

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Episode 14 • Taking Control of Tour Future Before it Forces You To with Chloe McKee · Real Estate for Real Life

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On Real Estate for Real Life podcasts, we sit down with
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standout business leaders to unpack what's actually working.
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How they scale, lead teams, win clients and build businesses
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that last. We're your hosts.
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I'm Courtney Gauchman. And I'm Ryan Wilson, thanks for
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tuning in. Welcome back to Real Estate for
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Real Life. I have swapped out Ryan Wilson
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once again and brought in a younger Co host.
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We have Rachel Smith. She's an agent at Wilson Group
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and she brought a guest with her today, too.
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Thanks so much for having me and I wanted to introduce my go to
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financial planner and a very young self starting
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entrepreneur, Chloe. Hello welcome, so happy to be
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here. Thanks for coming in.
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We're super excited to talk to you.
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Thank you so much for having me, appreciate it.
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And I know we had talked a little bit about your story and
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how you got started, but what was your starting moment into
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getting into entrepreneurship so young?
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Yes. So where do I begin?
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When I first decided to create my own practice and start all of
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my businesses, it really came down to generational wealth.
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Being a first generation college graduate and seeing how hard
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that my parents worked to provide everything for me, I
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really wanted to think of something that was outside of
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the box. So when an opportunity came to
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start my financial planning practice and on drive home with
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a call from dad about my bartending business and years
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later to talk with other entrepreneurs, female founders
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with well, society, it just came like it was natural for me.
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So I just wanted. I was instantly and.
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I love that. I love that.
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Well, a lot of people have dreams.
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A lot of people want to be an entrepreneur.
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That's their lifelong goal, work for themselves, right?
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But there's so many amazing ideas out there, but it's
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actually implementing and starting it.
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So what I think is the most amazing thing about you is that
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you are a self starter. You started the wandering
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bartender and you've started your financial planning
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business, right? Where you work for a huge
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company, but that's essentially you are employed by yourself,
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right? Like you're sitting there trying
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to get your clients and trying to build your book of business.
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Tell us the why finance? What was the story?
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I know you have a really interesting back story that got
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you into it. And I love hearing stuff like
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this because a lot of times when you don't know what direction
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after you graduate college, you don't know what direction you
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want to go in. Sometimes it's just those
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amazing stories from your upbringing that start to really
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actually lead you into it. And you had said you kind of had
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a calling for it. Yes, so when I first decided to
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start my practice, my grandmother had a very
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unfortunate scenario happened. Life happened so special days
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that we had growing up and nights out with Nan getting our
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nails done together. All of the things like it was
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completely taken away and she was the type of person who
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confidence right in the room. She had red hot red hair, short
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little thing like a little outfit going on, red nails, fire
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red. And when I went to go, Oh yeah,
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right, like the best. And so when I went to Florida,
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we had a very unfortunate family situation where I needed to sort
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of halt my business and go and help my family.
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And it felt like there was no choice but to just solve the
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problem. Like it became a huge case
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design for me. But also it was super emotional
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and it took a very emotional toll for me and how I view money
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in general. And she had trusted advisors
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where thousands, hundreds of thousands of dollars were
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missing and meet around the clock care.
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She was having a long term care event and it felt like operation
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extraction, like I needed to remove her from her environment
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that she was in and put her in a place where she could thrive.
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And I learned so many lessons along the way about what I
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didn't want to do in my practice and how I wanted to help people.
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The impact that she had and her situation has shaped my entire
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view about money and how generational wealth is so
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important in having these conversations.
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But also just like trust as well.
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I got a lot of trust issues after that.
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Trusting, seeing that she trusted these advisors and I was
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entering into that profession, it really, it lit a fire
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underneath me. Yeah.
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So something like that, I mean, obviously it's it's a
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devastating situation, right? To see someone you love put
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trust in the wrong people and then see it just all wash away
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everything that she worked for. So that kind of shaped you into
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kind of like who you want to be as a financial advisor and how
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you want to be seen. And trust is super important.
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But you mentioned a couple times it changed the way you look at
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money. Can you explain that a little
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bit more? How did how did that affect you
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in terms of money? So in terms of money, she, you
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know, we're in retirement, right?
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It's like every day is the weekend.
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We get to go spend whatever we want, do whatever we want.
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But there's a plan in place like there are, we give ourselves a
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little bit of a budget. We can't spend X amount of
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dollars or whatever. But for her it was more of like
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health took a huge toll on her and that's what impacted her
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finances in general. Her having like that long term
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care event. I kind of thought to myself,
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like, wow, it's for her to be in a worse place, like in a worse
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state physically, mentally, like emotion, psychologically.
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And also like financially, was this even worth it?
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Like, how are we the the wealth and like the health had a
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balance there that it made me realize like the importance of
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investing in yourself and like taking care of yourself, asking
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questions at the doctor's office, like going to great
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doctors and to not wait so long up until like the last minute.
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Yep. So kind of starting that
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advocacy, whether it's with your finances or your health or all,
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all the pieces, right, starting that first, right beginning,
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beginning earlier and, and doing it younger.
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So that being said, you obviously you got into finance,
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you're building your business now and you also have a side
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hustle side business that you've been doing for a long time too.
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You do a lot of really creative activities and events and
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networking, networking like I guess groups and things that are
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really interesting. Tell us a little bit more about
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how you encompass those things in order to be able to actually
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gain more traction and get in front of more people.
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Yes, I love hosting events. It's like one of my favorite
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things to do. Any type of theme.
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I absolutely love it. So the bartending business, I
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really started that to just basically create an environment
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for people to like get together and cheers to whatever cocktail
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or mocktail, like have something fun to do.
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And, and I loved it. Like now with networking,
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creating and hosting my own events, like I love seeing
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people come together and the community impact and the
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friendships that are made. And just then like interacting
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with each other, like getting to see them out of their comfort
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zone and just like having a nice cheers, having a nice drink.
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Yeah. And one of the things I loved is
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that the other day actually, we ended up doing a sponsored event
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at one of our brokers opens and that was awesome and ended up
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actually leading to a buyer. So we just found out.
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I know. It's great.
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It's. Awesome.
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It's so exciting. Another thing I wanted to talk
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to you about was a little bit of wealth society.
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I know you're starting your own chapter of it, so tell us a
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little bit more about that. Yes.
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So, well, society is a female founders, A networking group.
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And it's not like the typical networking group.
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Like you're there. We're talking about health,
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Wellness, we're talking about business strategy.
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Yeah, but we're also talking about how lonely it is to be a
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female founder. And it is all for women.
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So we get to have the little glam girly moments.
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We did a little photo shoot a couple of weeks ago, which was
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super fun. And currently right now we have
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a chapter in Boston and we're expanding to the South Shore
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because it's often found that like Massachusetts, Boston's so
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fabulous, but also South Shore is so much to offer.
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So I'll be Co leading that. Launch any chapter.
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Do you think that some of your bartending business would
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actually go towards some of the events that wealth society
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throws? As well.
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Yes definitely. There will definitely be like a
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Margarita, something spicy, marg related and then.
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You were telling me too, what is it, like 3 or 4 events a month?
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Yes, yeah. Which is I'm very curious
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because you have your financial business, then you also have
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this bartending business, and now you're taking on a whole new
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chapter. How are you balancing
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everything? You're just Wonder Woman I.
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Think thank you. I feel like it's everywhere all
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at once. The bartending business like
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allows me to have my creativity outlook and then also allows me
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to collaborate with my financial planning practice and with while
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society. It's just going to be like, that
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was the cherry on top. Like it's the triangle that
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meets all the points. But I think also like bartending
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wise, we have a busy season from May to October, summer months.
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And like weddings are super big for us, barbecues, graduation
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parties. So it's allowing me to like tap
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into my time where I get to focus on one thing, the next
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thing, and then putting them all together.
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That's awesome. That's awesome.
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Smart though, because all three of them actually kind of help
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each other. Out, yes.
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Definitely. So all of the industries, and I
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think that's why we love the podcast and why we love real
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estate as well is because it's a similar experience all around.
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It's we get to meet multiple different people from all
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different walks of life. And the goal is deepening
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relationships, growing relationships and meeting more
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people. And what you're doing is you're
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creating all these different outlets to be able to meet more
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people and deepen relationships, right?
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And the networking piece is also super interesting as well,
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because I think for us, what we love so much about being in real
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estate is not just selling homes, it's the creativity
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behind it, right? You can get really creative with
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how you help people find homes. You can get really creative with
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how you meet new people and potentially meet new clients.
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And then from there, how you stay in relationship with
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everyone, right? Because it's really, I think
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like a more fulfilling world if you get to actually tap into who
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you're working with and who you help, right?
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So for you, it's, you're helping people build wealth.
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We're helping people build wealth through real estate.
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And there's something to be said for that.
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And it's really amazing to actually like then be a part of
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some of the milestones that follow afterwards.
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So it's cool to see you kind of connecting all three of your
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businesses, right, or your different interests all
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together. So that being said, right, we
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would love to hear more about the entrepreneurial,
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entrepreneurial part that you work on, right?
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So with starting your bartending business right off the bat, if
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we can kind of go back a little bit in time, tell us what gave
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you the confidence to start that?
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And not just necessarily, or maybe you did go into like an
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original nine to five job where you had a salary or something.
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But like what gave you the confidence to say, I'm going to
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start my own business, deal with all the licensing, right?
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Because like some people don't have the guts to say that,
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right? So give us a little bit of back
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story on that part too. Yes.
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So when I started my mobile bartending business, I was
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working in investment banking, which was a whole boatload of
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stress. And then I was also bar sitting
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on the side just like it started off with like Facebook town
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parties. I had bartended at a wedding
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venue for a couple of years and I kind of thought to myself
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after a holiday party that I was bartending.
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It's like, why haven't I started my own business?
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Like I went to Business School. There's no reason why I
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shouldn't just make my own thing.
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And so I was driving home from that, called my dad, which is
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typical. He's like #1 speed dial, biggest
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supporter and called him. And I was like, dad, I think I'm
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going to do this thing. And yeah, I'm just letting you
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know. And he was like, all right, I
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don't know why you called me, but good.
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Sounds good. Like, do you need anything for
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me? And I was like, no, I got it.
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Like, what was he going to help me with all the filing for the
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LLC and such? And then I was like, I'm just
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going to figure it out. I'm just going to do it.
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Like the thought process will come afterwards, like how this
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is all going to logistically work out.
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But I was just kind of like, let's just go on to mass
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Secretary of State and create an LLC and go from there.
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That's so impressive because as we mentioned at the beginning, a
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lot of people have unbelievable ideas, but they don't take
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action yes and more and more I keep listening and reading and
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hearing so much about the people that are finding massive amounts
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of success in life are the ones who don't overthink yes, they
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actually take action and figure it out afterwards, right.
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So it's not like you're, you know, putting anyone at risk by
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starting something without actually figuring out all the
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details, right? So you're not being completely
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extreme and, you know, like putting everything on the line,
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right? But it's something that a lot of
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times it's that simple. Go online, fill out the LLC, get
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the ball. Filing go.
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Yeah. Just go and then from there the
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other pieces will fall into place.
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And I think that so many people, they have kind of a, a paralysis
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around constantly waiting for the right time or constantly
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waiting to have more money behind that, right?
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So we deal with that a lot with wanting to become a homeowner or
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with, you know, the decision to get a real estate license.
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Or I'm sure you deal with it quite a bit in the finance world
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too, of people saying, like, oh, well, when I make a little bit
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more money, then I'll start saving for retirement.
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And it's like every year that goes by that you keep waiting,
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right? You put yourself in more of a
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situation that your grandmother was in, right?
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Where it's like, OK, you're not taking the steps, you're not
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doing the things that you could be doing to get yourself in the
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right positions for whatever the future might hold, right?
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So I love that. I think that that's one of the
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most eye opening parts about your personality is you have
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that risk taker spirit, that entrepreneurial spirit, yet you
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work in finance, which is kind of interesting, right?
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Because you're like a numbers girl, which is so that's usually
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a lot more about the book, right?
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It's like there's a right and a wrong.
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So how do you kind of, I mean balance the then when you're in
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your and you're not a nine to five really, but like when
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you're in your financial planning mode, you're in that
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world, how do you kind of feed that entrepreneurial spirit
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there too? I feel like it's a mental shift.
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Like I physically feel like I'm wearing one hat, like financial
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planning, one hat bartending, one hat networking.
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And it's like I need to, I connect with my why.
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Like this is my job. This is what I want to do.
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I'm helping my clients. Like this is the time that I'm
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doing it. And then when everything's over
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and I've had like a minute to refresh, go get a workout, like
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go get a drink with the girls or like go do something fun and
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like let that reward you. On the On the contrary, but I'd
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say like also you just have to put when you have your mind
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being put into something like you know that you need to do the
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work and it's like nobody else is going to do it for you.
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So like just hunker down, put on a pump up song or something and
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like just go for it. I love.
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It yeah, it's very impressive you have you have such a self
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starter personality. Thank you.
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And I think it's like one of the reasons why we clicked.
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So off the bat, yes, because I mean, when I graduated college,
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I just got my real estate license and that was it for me.
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And I just hit the ground running and I never thought
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about doing anything else. Obviously you're a little bit
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different because you do all the things, which is amazing.
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But I've always related to you on that.
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And I always think that it's it's a rare characteristic to
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give myself a pedal. Back there, but doer you're like
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you are. The best.
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And I think, yeah, you're, you're doing it in all different
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areas and facets. And I think that's awesome.
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Yeah, yeah. For someone who wants to be that
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way, but doesn't necessarily, you know, push themselves in
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that capacity, are there any suggestions or any tips or any
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pieces of advice that you would give someone like that, right?
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Who's like, I have the ideas. I want to put things in motion.
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I want to become an entrepreneur.
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I want to, you know, be my own boss.
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A lot of times that's really what drives people is they, they
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want to actually have the ability to, in a way, have
16:20
freedom, right? Most of the time, being an
16:22
entrepreneur is actually the least.
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Flexibility there, you know you're.
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Seeing 100 hours a week but. Yeah, it's the least spring
16:29
thing because you're actually relying fully on yourself.
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However, there is still a lot of freedom to that because of the
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fact that you do get to rely solely on yourself, right?
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But what are some of the tips that you would give or advice
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that you would give to somebody who's just out of college or
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maybe wants to switch careers and take that leap of faith and
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say, no, I want to actually start to build my own business?
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But say if you have that gut instinct, draw it out.
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Like literally, I'm a big fan of like getting a whiteboard or
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getting a huge sheet of paper and just drawing it out.
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I'm a big pros and cons type of person too.
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I'll do a list of like why I want to do this and why I don't
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want to do that. And typically for me, it's like
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if the pros are outweighing the cons, like if it doesn't work
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out, whatever, like you move on to the next thing.
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I think also every idea is a good idea.
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And then when you draw it out, you find that great idea.
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So it's like mind mapping for yourself.
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And I think also having a support group, like having
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people to support you and your ideas, like telling your
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friends, telling your family, telling your significant other,
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like, hey, these are my thoughts.
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Like what do you think about this getting some sort of peer
17:36
review as well. I think it's important because
17:39
we can have all the fabulous ideas in our heads.
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Like, you know, that shirt with whatever is going to look really
17:45
great. But then like when we look in
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the mirror and we kind of take a second look, it actually doesn't
17:50
match at all. Like we need to go back to the
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jarring board. So I'm a big advocate of jarring
17:55
everything out and just like again, that got instinct
17:58
following it. Visualizing it, that kind of
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thing. So that's that's great advice.
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Did you ever write out a business plan and get into the
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financials of each one of these things like these ideas, right.
18:10
Because sometimes that's where you can get a little stock too,
18:13
is it's hard to say, all right, this business isn't going to
18:16
break even for a little while. Or this business might be in the
18:20
red. Or then you start to look at how
18:22
many clients you have to have to really make the money you want
18:25
to make. Or you start to look at how many
18:28
bartending services do you have to have, right?
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So it's like now you're like, all of a sudden, oh, I'm giving
18:32
up all my nights and weekends, right?
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So tell me a little bit about that.
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Did you go that deep into each one of the businesses that
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you've pursued so far? Yes, I did.
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Oh yeah, I love like the. Because that's my favorite part.
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I'm all about it. Like you got to write down all
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the numbers. Oh yeah.
18:46
You got to have goals. On the numbers girl.
18:47
Absolutely. You have to have goals.
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For me, I took that mind map like and I still keep it for
18:53
each of my businesses, like the original.
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Oh yeah, the originals, they're still there.
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You got to keep them like you have to keep them.
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Yes, they are framed too. And the wandering bartender
19:02
becomes global. It'll be a big frame.
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Yes. I think it's like also being
19:08
super intentional about the market that you want to service
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and who you want to work with too.
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Like who's your ideal client? Yes, but how is that going to be
19:15
revenue producing? Like how are you spending your
19:18
time? Are you, you know, prospecting
19:21
for the most part a lot of the time and then doing like
19:23
administrative work? Are you going to be hiring
19:25
people like do you know that at a certain capacity that you need
19:29
to take on the next person to help you with the day-to-day
19:32
tasks so you can go ahead and like prospect your business and
19:35
create revenue for it? And I'm curious, do you do a lot
19:38
of your own administrative work or is that something that you
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would hire out? So I do now have an operations
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manager. Her name is Rachel.
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Yes, her name is Rachel. Yes.
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She's also fun too. So that's great.
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That's for my financial planning practice.
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And then for my bar setting business, I have 7 contractors
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so I'll send out little checks and I'll say hey like this is
20:00
what we have. If anyone is available wants to
20:03
do a wedding or like backyard event.
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Some people have preferences so. That's awesome.
20:09
That's great. And we met Tiffany the other
20:10
day. Yes, we did.
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Yeah, we did. You met one of them?
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Yes. But I think that's another
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really good tip right there too. So for anyone listening, it's
20:18
knowing when to outsource. Yes, right.
20:19
So you, you basically just said that and explained that, that
20:22
it's, you do the mind mapping, you figure it all out, you
20:25
figure out who your ideal client is, right?
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I think I heard you say something along those lines of
20:28
who you want to be doing business with.
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And then from there, it's also understanding how you will then
20:33
outsource and what tasks you will outsource and what tasks
20:36
you'll delegate essentially. And every time we have
20:39
conversations with real estate agents and they're looking to
20:42
increase their production level and get to the next tier
20:46
essentially of their business, the biggest thing is, well, how
20:50
are you going to start delegating some of the things
20:53
that do not need to be done by you, right?
20:55
And I think that that's the biggest thing for any
20:57
entrepreneur is understanding that controlling it all is the
21:02
biggest downfall to actually growing your business.
21:05
Absolutely. So being able to actually like
21:09
relinquish some of the control, let go and actually give, give
21:12
someone else the reins to certain pieces.
21:14
So with hiring this operations manager and getting someone else
21:18
to kind of take over that stuff, how did that work for you?
21:21
Like do you are there growing pains there?
21:24
Did you already have everything written out in terms of
21:26
processes? Do you know when to pass the
21:28
baton to her? Like I had nothing written out.
21:30
I was just like in six months, the way that I want my business
21:33
to go from my business plan, I knew that I needed to hire and
21:37
like we'll figure it out. Like that's like my thing.
21:39
Like I need to jump at something six months ahead of time for me
21:42
to be able to do the things that I want to do and not get burnt
21:44
out. But in preparation for that, I
21:47
started like any administrative work that I was doing, I would
21:50
just record it on Zoom, give it a title and like create a folder
21:53
because I was already doing the work anyways and I already know
21:56
how to do it. So it's easy for me to like I'm
21:58
a visual person. If I was someone who was working
22:01
for me, like I would want a video with it as well.
22:03
So I can understand how that person thinks too.
22:06
And then I think also just like be having like super open
22:09
communication. Like if I don't, if she doesn't
22:12
know how to do something, I don't know how to do something.
22:14
Like we know who we're going to go and ask to for help on it.
22:18
And it's like a joint decision in that sense.
22:21
Well, you don't have anything written out, but you actually do
22:24
have our training library. Yeah, I haven't.
22:26
Written now, but. Yes.
22:28
So you recorded. Everything on Zoom.
22:30
No. You have it.
22:31
I love that though. So that's something that we, we
22:34
also say. So I, I love this.
22:35
And This is why we get in this room, we sit on these couches,
22:38
we talk to people that are in completely different industries
22:41
than us. And then we sit here and the
22:42
whole time my mind is blown because I'm like, we're all
22:44
doing the same exact things, right?
22:45
Like seriously, it's if you want to grow, you have to do the same
22:49
formula. And I love hearing this over and
22:52
over and over again because they'll never get sick of it.
22:54
It's you have to be ready to do the work right.
22:57
But beyond that, it's also it's very simplistic.
23:01
The road map to success is actually a really simple spelt
23:05
out process. It's you come up with your idea,
23:09
you actually take action steps to pursue the idea.
23:13
From there you start to learn, OK, when growth happens, you
23:16
have to pre plan for it, which I love you saying that because
23:19
that is huge. I think Ryan is notorious for
23:23
saying all the time that he wants to get ahead of the next
23:26
thing. So if he knows that we're going
23:28
to hire X amount more agents or we're going to start doing this
23:31
much more in sales, we need this much more on the support side of
23:34
things. And we're always overstaffed, so
23:37
to speak. So that way we're prepared and
23:39
ready to to take on the next growth, right, the next growth
23:43
threshold. So I love hearing that.
23:45
And then you know, you're saying from there, it's the open lines
23:48
of communication as well too, which could not be more In Sync
23:52
with us as well too. If you want to work well with
23:55
someone else who's supporting you, the most important thing is
23:58
you have to be communicating properly with them, yes.
24:00
Otherwise you're, you're not even working together, right?
24:02
You're working against each other.
24:04
Exactly. And like if something isn't
24:05
working for her for me, like how are we going to go about and
24:09
just find a different way? Like I'm a big advocate of find
24:11
a way, we'll figure it out. But also like, is this, are we
24:15
happy about this? Like do we feel good about this
24:17
or do we not feel good about this?
24:18
And how can we go about for the next time to make it better?
24:21
That's great. That's fantastic.
24:23
So I mean, you've got it all figured out, so you're ready to
24:25
take over the world. Obviously.
24:29
Tell us because I really want to tap a little bit more into this
24:33
South Shore chapter of the Wealth Society, this female
24:37
networking group. Tell us a little bit about kind
24:39
of what the inspiration is behind us.
24:41
You talked a little about kind of some of the events.
24:45
What are the main things that women will get from from being a
24:49
part of this group? Yes, I would say health Wellness
24:53
that we are a very Wellness focused group.
24:55
Like I think being a business owner, we usually take like our
24:58
own health and well-being. We put it on the side, it's on
25:01
the back burner. And this is like something that
25:03
we talk about it while society, we talk about going to workout
25:06
class together because, you know, we all want to go and talk
25:09
about whatever, but we also want to move our bodies because
25:12
that's like if our business isn't functioning well, it's
25:15
usually typically like something that's happening to us
25:17
internally. So health and well-being,
25:20
definitely one of them. The second is like just
25:22
collaborating with other female founders who have that same
25:26
entrepreneurial spirit, being like minded and either
25:29
collaborating on events or like building relationships with
25:32
them, like building trust and relationships.
25:35
And the third being, I would say just like overall being in a
25:41
Society of female business owners.
25:43
Like for me, I work in finance, right?
25:44
So it's a lot of men. I don't get to have all the fun
25:47
glam days and like that. This allows me to go and have
25:50
like the girly girl moments and it brings me happiness and like
25:54
I love doing that with all the other female founders.
25:56
It's it's a great group and it sounds like it's just such an
25:59
uplifting opportunity to to be a part of that.
26:02
The other thing too is they say you are going to either become
26:07
like the five closest people to you, like they're going to
26:09
either lift you up or pull you back down and drag you.
26:12
That's something I think about all the time.
26:14
I'm a mom, I have twin daughters.
26:16
And for me, I always think if I'm not going to be spending
26:19
every waking moment of my life with my kids because I wish I
26:22
could, but they're in school. But if I'm not going to be with
26:25
them, I want to be with amazing human beings who are going to
26:29
bring out the best in me, motivate me, inspire me and want
26:32
me or get me to want to do do all the things I know I'm
26:36
capable of, right? And you can't ask for others to
26:39
push you, right? But you can at least be inspired
26:41
by others. Yes.
26:42
And I think that with this group, it sounds like that's an
26:45
amazing way for founders who can notoriously be on an island by
26:49
themselves. Yes, right.
26:51
It, it takes you from being super autonomous to actually
26:54
having a group of people that are in the same boat as you that
26:58
will ultimately lift you guys up, right?
27:00
So I, I love that you're doing that.
27:02
I think that that's a really good way for you at this point
27:04
in your career to just continue to like kind of like feed that
27:09
drive that you have and continue to to keep that and excitement
27:13
going for you. And I feel like there's a huge
27:15
theme of not being alone because even when you're talking about
27:19
the systems that you put in place for your new admin person
27:22
or any of the struggles that you've talked about or even
27:25
wins, I think we all as entrepreneurs end up feeling
27:29
those similar, especially when your client facing 2 very
27:33
similar themes with each other. And I honestly think that at the
27:37
end of the day, we can all learn something from each other and
27:39
know that we're not alone in the world of business.
27:42
We can all learn something, yes? And I feel like everyone has
27:45
their own, like the first, you know, the first client that we
27:48
had to have like a really hard conversation with or the first
27:51
client that like had a serious impact on us.
27:55
And we're never going to forget that.
27:56
It's something that we get to share.
27:57
But also the first, for example, I asked the community, I was
28:01
like, hey, this is my first podcast I'm going on.
28:03
Anybody have any tips? And there were like a ton of
28:06
comments on there. And it's just, it brings you
28:08
support and community and like the confidence that, yes, you
28:11
can do it. Like, yes, you can go ahead and
28:13
do that. Yeah.
28:14
And I'm so excited because I am one of the.
28:17
Newest members yes. You're joining?
28:19
I was like, yeah, Rachel's joining, so.
28:21
Thanks for Rachel. Yes, so excited.
28:24
I'm so. Excited, I can't wait to get
28:26
started. I just joined the Slack
28:28
yesterday so I saw everyone in there.
28:31
That's awesome. Feeling left out, please come.
28:34
Like Courtney? Come on.
28:35
Down. I'm kidding.
28:36
I would love to be a part of it. It sounds like an amazing group.
28:40
I I do wonder right. So you you just mentioned this.
28:42
You said you know it's it's people like not wanting to be
28:46
alone yes. How badly did Kovid fuck us up
28:49
right as a society? Because I'm hearing more and
28:52
more that it's so Kovid brought us some unique things, right
28:56
Zoom, it allows us to actually get in front of our clients
28:59
without having to take as much time out of the day to meet in
29:02
person. It does allow some conveniences.
29:05
It's brought some unique aspects to the world.
29:07
There's a lot of hybrid jobs, remote jobs, etcetera, right?
29:10
So there's a lot of unique things that came from that.
29:13
But I think one of the biggest things is how much it affected
29:16
us as a society where we are craving and starving for
29:21
connection. Yes.
29:23
And then you add in on top of it being a founder, being someone
29:27
who even if you have employees and you don't technically work
29:30
alone, you are alone at the top making really massive decisions
29:35
that affect multiple people below you.
29:37
And I think that that craving for connection is something that
29:40
has created a lot of opportunities for groups like
29:43
this. And it really truly can be some
29:46
of the best money you ever spent to be a part of a networking
29:49
group like that. Because it is actually a
29:51
community of like minded individuals where you will learn
29:54
and support one another and hopefully bounce ideas off of
29:57
each other to really truly feel like you're making sound
30:01
judgment calls when you sometimes are questioning what
30:04
you're doing. Yeah, it's like that
30:05
reassurance, but also like the collaboration and to hear like,
30:09
Oh yeah, I did this, try it this way.
30:12
And then also like that community impact too, like if
30:15
someone's not feeling well, like we're rising them up and we're
30:18
lifting others up. So I love it especially.
30:20
We need more of that as women. I think it's actually so funny
30:24
that you bring that up too about a networking group because when
30:28
you guys were hiring agents, and I know when I was hired on
30:31
Wilson Group, my biggest thing, and obviously I was fairly young
30:35
and didn't really understand the systems or the processes that
30:37
would it take for me to become super successful.
30:40
But I knew what I needed was to have a group of people to bounce
30:44
ideas off of, to learn from, to be able to sit in and hear how
30:48
they're having difficult conversations with clients.
30:50
And having that support group not only in the Wilson group
30:54
capacity, but also now as like as I'm moving out into the world
30:57
and meeting other young female founders, I think it's only
31:01
gonna be a net positive from there.
31:03
It's just like taking what I already know and joining some
31:06
more, yes. It's so excited for you.
31:08
So you have a lot of amazing things going on in your world.
31:11
We're super excited to continue to see you succeed and see I, I
31:15
mean, I feel like you've got another business up your sleeve
31:17
someday down the road, right? Like.
31:19
It's funny. I mean, you've already you've
31:22
already started so many. You're going to have your next
31:24
big idea. You'll call your dad and it's
31:26
going to happen, right? Yes, you'll be like.
31:28
Again, why are you calling me can?
31:29
I. Join this one.
31:32
Yeah. But for now, what we're going to
31:33
do is we want to just give you a quick so you can let everyone
31:38
know where they can find you. We will also put it in the show
31:40
notes as well too. And if they're interested in
31:43
becoming another member or a new member of the South Shore
31:46
chapter of the wealth society, how they can do that too.
31:49
So give us give us a little bit of Intel on how we can, we can
31:52
do those things, yes. So you can follow us on
31:54
Instagram, it's the wealth society and you can send us Adm.
31:59
There's also there is a wait list right now.
32:01
So we are not taking new members just yet, but it will open up.
32:05
Rachel spotted one. So.
32:08
You can also follow me on Instagram CLO, the finance pro
32:12
and you can send me Adm as well if you want to have a
32:15
conversation about it. Like happy to go through a
32:18
little bit more in depth about what we do, type of events that
32:22
we're doing, like community building, other type of business
32:25
owners and female founders that are involved.
32:27
And yeah, I would say it's definitely like a social media
32:31
push for sure. Yeah, it's amazing.
32:33
Hey, social media is an amazing platform.
32:36
It's an easy way to connect with people.
32:37
It's the best way to socialize, right?
32:39
Yes, it is. So we will link your Instagram
32:43
handles and as well as the wealth society too, because I do
32:46
think that those are things people should absolutely be
32:48
checking out. Absolutely.
32:49
Whether it's they want some finance advice and they want to
32:52
talk to you about preparing for their future or preparing to
32:56
help them cash flow so they can start saving for a home.
33:00
Either way, anyone who wants to get in touch with you, they'll
33:02
do that through Instagram. And we just want to thank you so
33:05
much for coming and sharing your story and talking to us about
33:08
just the path you've been on for the past several years.
33:11
Thank you so much for having me. Yeah.
33:12
Thanks so much, Claude. Close the Finance Pro.
33:16
Close the finance. Pro Thank you ladies.