Navigating the Financial Journey

06/13/22 • 16 min

The AGC Experience podcast features our AGC Talks speakers sharing their message in an audio podcast that you can listen to from anywhere. Listen in to our recent AGC Talks featured guest. Listen as Durk Peterson shares Navigating the Financial Journey a motivational talk with AGC Minneapolis August 2021.

Do you feel like you are on a journey? If so, how are you navigating the ups and downs, twists and turns, certainty, and uncertainty of your life?

I've discovered that one of the greatest rewards of being a financial advisor is guiding clients on their financial journey.

Let's explore how your personal journey can strengthen your work of serving clients and customers.

How can you share your journey in a professional and motivating manner to benefit your customers and grow your business?

Let the journey begin!

Learning Objectives:

Encourage attendees to reflect on their journey in life and work.
Build awareness of their journey.
Open the way for utilizing the learnings of their journey to serve clients/customers.
Motivating attendees to be open with their journey in a professional manner to help their clients/customers succeed.

Speaker Bio:

I was privileged to work as a Lutheran pastor, serving congregations in Maple Grove, Bloomington, Hopkins, and Brooklyn Center. My work at Thrivent as a Financial Professional encompasses financial planning, investments, insurance (life, disability, and long-term care), and managed accounts.

I am married, living in Carver, MN, and have two adult children. I serve as President of the Carver Lions Club and as an Ambassador for the SW Metro Chamber of Commerce.

My hobbies include golfing, biking, and brewery experiences with friends.

AGC Accelerated Global Connections is a business networking organization that helps connect business professionals globally through in person networking, motivational talks, and online social profiles. To learn more about AGC and membership in this growing organization. Visit https://www.joinagc.com/

Do you feel like you are on a journey? If so, how are you navigating the ups and downs, twists and turns, certainty, and uncertainty of your life?

I've discovered that one of the greatest rewards of being a financial advisor is guiding clients on their financial journey.

Let's explore how your personal journey can strengthen your work of serving clients and customers.

How can you share your journey in a professional and motivating manner to benefit your customers and grow your business?

Let the journey begin!

Learning Objectives:

Encourage attendees to reflect on their journey in life and work.
Build awareness of their journey.
Open the way for utilizing the learnings of their journey to serve clients/customers.
Motivating attendees to be open with their journey in a professional manner to help their clients/customers succeed.

Speaker Bio:

I am married, living in Carver, MN, and have two adult children. I serve as President of the Carver Lions Club and as an Ambassador for the SW Metro Chamber of Commerce.

My hobbies include golfing, biking, and brewery experiences with friends.

Previous Episode

Failing Fearlessly for Success

The AGC Experience podcast features our AGC Talks speakers sharing their message in an audio podcast that you can listen to from anywhere. Listen in to our recent AGC Talks featured guest. Listen as Trish Perry shares Failing Fearlessly for Success a motivational talk with AGC Minneapolis September 2021.

"Failure is success in progress." Albert Einstein

If failure is success in progress, why is failure unacceptable at school, work and home? FAIL has become synonymous with FEAR.

Think about this, we accept failure when babies are learning to walk. We encourage them to get up and try again and again. In the end, babies HAVE to fail to learn to walk.

When was the last time you were encouraged to fail to learn as an adult at home or at work?

When did we stop accepting that failure is, in fact, success in progress?

In Failing Fearlessly for Success, we take the fear out of failure and risk and uncover how failure can lead to success.

I invite you to join me to redefine and embrace failure for success as Albert Einstein, Henry Ford, Winston Churchill and Oprah and so many other successful people have done.

Learning Objectives:

Examine current definitions of failure
Explore how failure can lead to success
Learn to communicate mistakes and failures replacing fear with courage
Learn to communicate risks BEFORE you start
Redefine failure

Speaker Bio:

Trish Perry is a Results Coach helping organizations develop leaders that build engaged, productive teams. She also coaches professionals who've been thrown off course by an unexpected hardship. Trish worked over 25 years in successful leadership roles at Target and Limited Express and others leading .com, project management, technology, and merchandising teams.

Next Episode

5 Things Keeping You From Exercising That Just Aren't True

The AGC Experience podcast features our AGC Talks speakers sharing their message in an audio podcast that you can listen to from anywhere. Listen in to our recent AGC Talks featured guest. Listen as Logan Herlihy shares 5 Things Keeping You From Exercising That Just Aren't True a motivational talk with AGC Minneapolis September 2021.

There is a myriad of different myths in the fitness industry that stop beginners from feeling like they can even start on an effective exercise routine. Using the most up to date and relevant research in the field of exercise science I will break down five of these big myths and misconceptions. Listeners will feel empowered to start on a program that is effective, evidence based, and requires a very minimal time investment.

Learning Objectives:

Cardio for weight loss is ineffective and a waste of time
You're never "Too Old" to start weight training, and it becomes more important as we age.
Strength improves cognition and fights long term mental decline
There's no such thing as "bulking" or "toning" when it comes to exercise
Everyone has enough "time" to train. Positive benefits can be seen is as little as 20 minutes 1x/week

Speaker Bio:

Iconic Personal Trainer, Fitness Author, Keynote Speaker. BA, ACSM-CPT, HitUni CPD. Overseen over 10,000 1-on-1 and small group training sessions.