038 Jon Dwoskin- Providing Advice

Listen to this episode

In this episode, KT and Jon Dwoskin discuss:

  • Advice Jon would give his clients
  • How to be an effective manager
  • How to find the right mentor
  • Be with a company who’s in alignment with who you are

Key Takeaways:

  • If you want your business to evolve, you have to evolve first
  • Don’t only lead when it’s convenient
  • If your mentor constantly makes you feel bad about yourself, you have the wrong mentor
  • Invest to train your employees

 

“I think mentors are critical in giving you different perspectives, and I think everyone needs them.” — Jon Dwoskin

Connect with Jon Dwoskin:

Twitter:   @jdwoskin 

Website:   www.jondwoskin.com

Email:   jon@jondwoskin.com

 

Click here to reach KT  

Connect with KT Thomas: https://ktsmoneymatters.com/

Purchase KT’s book- The Hardworking Woman’s Guide to Money 

 

Show Notes by Podcastologist: Jessie Taylor

Audio production by Turnkey Podcast Productions. You’re the expert. Your podcast will prove it.

About the author, Kathleen

Kathleen Thomas, who often goes by KT, has over 25 years of experience in the financial services industry and understands the need for women to take control of their financial lives.

A Certified Investment Management Analyst, Chartered Life Underwriter, and Certified Financial Planner™ practitioner, Thomas earned her degrees in Finance and Political Science from Salem College.

Prior to founding NewDay Solutions, an independent Registered Advisor Firm, Thomas spent 20 years as a private wealth advisor for Ameriprise Financial Services. Many of her earliest clients continue to work with her.

Thomas is an avid long-distance runner and triathlon participant. She has completed the Boston Marathon seven times and the Ironman Distance Triathlon three times. She has volunteered as coach and mentor for Girls on the Run New Hampshire and Team in Training.

Raised in Newton, Massachusetts, Thomas now lives in Seabrook, New Hampshire, with her husband, John. They have one daughter.

Leave a Comment