Becoming the best version of yourself doesn’t stop at work—it also impacts your personal and family life. This week’s guest helps entrepreneurs unlock that better life for themselves and those around them. Joining the show is Joe Mackey, Owner of MKD Wealth!

Joe sits down with Host Wes Mathews to discuss why grit and determination are the cornerstone traits of successful entrepreneurs. He also breaks down the difference between simply offering help and taking meaningful action, how to design a self-sustaining business, and why informal time with potential clients often leads to the strongest relationships.

Takeaways:

  • Success in business requires grit and determination—doing the hard things that most others avoid.
  • Understanding your target market means knowing more than just industries or demographics. Building relationships starts with aligning to customer motivations and values.
  • Family office services typically start at ultra-high wealth levels, but many of the same benefits can be felt starting at $20 million.
  • In times of crisis—whether health-related or financial—the best way to serve clients is by communicating clearly and helping ease their concerns.
  • Entrepreneurs drive sales early on, but long-term success comes from creating a business that thrives even in your absence.
  • Building trust often starts outside the boardroom. Investing time in casual, informal meetings can lay the groundwork for lasting partnerships.
  • True support means more than words—it’s about taking actionable steps to help clients through challenges.

Quote of the Show:

“We want to free them up to be the best version of themselves they were created to be as an entrepreneur, as a spouse, as a parent.” – Joe Mackey

By Published On: April 8, 2024

This material is for educational purposes only and is not intended to provide specific advice or recommendations for any individual and does not take into consideration your specific situation. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Be sure to consult with a qualified financial advisor, legal, and/or tax professional before implementing any strategy discussed here.

This material is for educational purposes only and is not intended to provide specific advice or recommendations for any individual and does not take into consideration your specific situation. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Be sure to consult with a qualified financial advisor, legal, and/or tax professional before implementing any strategy discussed here.