On this episode, Stacey is joined by entrepreneur and financial advisor Lisa Sakai for a discussion on bucket list budgets, investing in yourself, and navigating self-doubt.
- Ego can push away potential clients.
- Investing in yourself stems from believing in yourself.
- Detailed goal setting keeps you motivated.
Today’s Guest: Lisa Sakai
Lisa founded One Vision Retirement with two ideas in mind: a client-first approach and a focus on advice and planning. Her mission is simple: To cut through the noise and provide thoughtful, customized financial advice tailored for your personal situation. Lisa’s story began like many origin stories do, in Hollywood. Three years after graduating from Kenyon College, Lisa was working for a well-established film producer when she noticed he was green lighting projects that didn’t align with her values. She was sitting at a car wash getting the producer’s car detailed for the fourth time that week when she realized: I want to make a difference. After trying careers in education and then insurance, she found her calling: providing financial advice and planning for female professionals and their growing families. With the heart of a servant and the mind of a teacher, Lisa is always available to help you when you need her most, but especially when you think you don’t need her. Lisa has a unique ability to take complicated concepts, terms and ideas and present them in a way that is easy to understand. She begins by helping you to identify your financial goals and concerns. Then, she illustrates what is currently being done to address your goals. And finally, she discovers gaps in the overall plan, and offers solutions to fill those gaps. Lisa will even consult with your parents and children to ensure that everyone’s vision of financial success is aligned. Armed with a nurturing, team-oriented approach, Lisa will tap into an array of specialists to mastermind solutions for your personal needs. From the initial meeting to the formulation and implementation of the plan, Lisa is accessible and available every step of the way. Lisa was past president of the Mission Viejo Chamber of Commerce. An avid theater goer, Lisa also enjoys trail running, cooking, reading, traveling, food, kickboxing, and spin classes.
“A lot of my industry is built off of selling product. I knew that wasn’t going to be how I did things. I wanted to build relationships. I’ll never be a product person.” -Lisa Sakai
(First ~2 mins)
Hey, this is Lisa Sakai, and if you want to learn the six and seven figure science to success, significantly increase your revenue, and learn how to successfully build professional relationships, you should be listening to the Sell Without Selling Podcast with my good friend, Stacey O’Byrne.
Hey. Welcome back to another episode of Sell Without Selling. I am your host, Stacey O’Byrne and I believe that learning the art and the science of how to sell without selling is the only way to achieve high six and seven figure success.
[Intro for Guest]
I am really excited to get into today’s episode. Really quick, if you are a business owner, entrepreneur, or sales professional, and you haven’t hit the level of success that you wanted or needed, or if you’re stuck and needing a pivot in your business, in your success – or maybe you just want more, and you understand the importance of having a coach to help identify the blind spots, increase accountability, and help with success strategies to take you, your business, your income, and your success to the next level – if this sounds like something for you, then head over to pivotpointadvantage.com/IWantSuccess. There’s a quick application there that will lead to a personal phone call with me to see if we’re a great fit for each other. Alright let’s do this.
Stacey: Lisa, welcome to the show.
Lisa: Thank you. Thank you so much for having me. I really, really am excited to have this conversation.
Stacey: You know, the more I get to know you, the more I’ve been really excited for you to be on the show. I know you have a lot of valuable information for our listeners to really embrace when it comes to – you know the financial mindset controlling the itty-bitty shitty committee beast, and in making moves and decisions. Being a business owner, being an entrepreneur – it’s not easy. If we’re really going to work for financial comfort and success, why not do it with intention? Right?
To listen to the rest of this podcast, please click the link below.