Strategic Lifestyle Planning for Success with Marc Sydow

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We sit down with Marc Sydow, a lifestyle financial planning expert from Adviceworx, who runs his practice out of Portugal focusing on female executives and early to mid-stage founders. Marc shares his philosophy on building a business that not only sustains but enhances your lifestyle, emphasising the need to start with a clear end in mind. He delves into the strategic choices that define his service delivery, including his strict adherence to fixed fee planning and proactive client engagement.
We also explore with Marc the pivotal role of technology in streamlining his operations, which allows him more freedom to live intentionally and focus on what truly matters. From using advanced tools like Xplan and Fathom to simpler solutions like Calendly and Zoom, he demonstrates how integrating the right systems can transform the efficiency of any financial planning practice.
Join us to discover how you can apply Marc's principles of lifestyle financial planning to your life and your business, and start moving towards a more intentional and fulfilling future.
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Marc on LinkedIn: / marc-sydow
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פרקים

1. Strategic Lifestyle Planning for Success with Marc Sydow (00:00:00)

2. Diving Deep Into Lifestyle Financial Planning (00:00:06)

3. Financial Planning and Fixed Fees (00:12:40)

4. Automating Client Meetings With Technology (00:23:43)

5. Choosing Technologies for Efficiency and Growth (00:29:44)