We’re thrilled to welcome Meredith Moore, LUTCF, CLTC to In The Suite. Meredith is a Founder and CEO, a financial guru, a speaker, a writer, a leader, and a growth junkie. She’s also a fighter with a fiery passion to help lift up her community.
Meredith is the Founder and CEO of Artisan Financial Strategies, where she helps Atlanta’s leading professionals thrive by building a financial blueprint to drive success through comprehensive financial planning and oversight. Meredith won the greater North Fulton Chamber of Business, “Women of Excellence” award and is also a proud graduate of “Leadership Atlanta.”
Meredith encourages us to cross out everything we know about work or business. “I’m challenging people that I’m working with to lean into being yourself and figure out what makes sense,” says Meredith. “Think about it out of the box.”
She helps people do just that every day. Community is everything to Meredith. “My passion is around mentoring, and that’s what really gets me going,” Meredith says. She became interested in the idea around mentorship for the simple fact that she did not have any mentors during the first part of her career, something many of us listening may be able to relate to. Now she’s a mentor to many.
She’s not only a mentor but a true motivation. Meredith literally fought for her life. She was diagnosed with brain cancer only 6 weeks after having her son. She got in the boxing ring with cancer and punched it into a full knockout. Ding ding ding, we have a winner! Meredith truly championed her way to where she is today, never letting adversity allow her to throw in the towel.
“I am the poster child for adversity and overcoming it,”
says Meredith.
Meredith lets us know that this experience gave her a perspective on risk that most advisors do not have.
Meredith continues to share her story and the importance of being true to yourself and how to start this journey. She even encourages people to lean into yourself, and learn about your own goals and where you want to be.
What she told us about her experience about niching and the women breadwinners idea was a bit shocking, but true.
“They’re not going to hire a woman and they’re not going to hire a woman that is in leadership, and that’s going to intimidate people,”
Meredith says.
Don’t miss Meredith’s tips throughout the episode if you’re searching for encouragement on how to become a fighter and driven within all aspects of life. Listen to Meredith Moore’s episode and utilize these three strategic concepts to help you excel and find the next step in your life.
- Lean into being yourself. Meredith cheers us on to be ourselves in an unadulterated fashion. She also encourages us to go with our gut as we try to figure things out as we grow and scale our businesses. Embrace the expression “I’m building the plane while I’m flying it” and grind it out until you figure it out!!!
- Adopt EOS and a framework for scaling your business. Meredith urges other advisors and business owners to use EOS – Entrepreneurial Operating System for Business – a comprehensive suite of tools and processes. Embrace the science of running a business and watch your team thrive!
- Identify your own skills gap. For goal-oriented professionals, getting to the next level oftentimes means we need to acquire new skills. Meredith inspires us to ask the fundamental question, “What skills do I need to acquire who I want to become?” and to take action towards learning those skills.
Show Notes:
It is an absolute joy to welcome Meredith Moore, LUTCF, CLTC to In The Suite for this episode. Meredith is a CEO, a financial guru, a speaker, a writer, a leader, and a growth junkie. She’s also a fighter with a fiery passion to help lift up her community.
Meredith is the Founder and CEO of Artisan Financial Strategies, where she helps Atlanta families coordinate their financial world. She won the greater North Fulton Chamber of Business, “Women of Excellence” award and is also a proud graduate of “Leadership Atlanta.”
“My passion is around mentoring, and that’s what really gets me going,” Meredith tells us in this episode. She became interested in the idea around mentorship for the simple fact that she did not have any mentors during the first part of her career. She is also a firm believer of “we are the average of 5 people that we surround ourselves with.”
In this episode, Meredith encourages us to cross out everything we know about work or business. “I’m challenging people that I’m working with to lean into being yourself and figure out what makes sense,” Meredith says. “Think about it out of the box.”
Meredith is a fighter not only within the professional aspect, but also within her personal life. 6 weeks after having her baby boy, she became ill with brain cancer. She overcame this life-threatening illness and fought for everything she had including her life and her business. Meredith let’s us know that this illness gave her a perspective on risk that most advisors do not have.
One of the many gifts that you’ll discover while listening to Meredith Moore in this episode is her passion to help her community and her drive for success.
Meredith shares the importance of having mentors, and how to be true to yourself. She says “they’re either gonna like you or they’re not.” She continues, “I’ve tried to create an environment where people can connect and really get to know somebody at a deeper level.”
Join the conversation to hear about:
- Meredith and mentorship (06:20)
- Why finding a niche is important (09:20)
- You are the average of the 5 people we surround ourselves with (14:20)
- Transitioning to a virtual environment (18:00)
- Training yourself to get vulnerable and connect in meaningful ways (20:00)
- Meredith’s certifications and background (24:20)
- Battling brain cancer, 6 weeks after having her son (26:00)
- Scaling up and rebranding her business (33:00)
- Hiring to address blind spots and weaknesses (41:00)
- Finding structure using Entrepreneur Operating System (43:00)
- What does Meredith Moore’s tech stack look like? (45:20)
- Meredith’s research and insights on women family providers (51:00)
- Meredith’s findings on gender roles (58:00)
- Quarterly skills and accomplishing goals (61:00)
- Where you can find Meredith Moore (63:00)
Referenced Materials
- Meredith C. Moore – LinkedIn
- Meredith C. Moore @FinancialGirl – Twitter
- Artisan Financial Strategies
- Necessary Endings by Henry Cloud on Amazon
- Circle: Human Communication
- Entrepreneurial Operating System
- Stephanie Bogan – Limitless Advisor Website
- Meredith C. Moore – Email
- Medium
- Dorie Clark Mastermind
- Dorie Clark Recognized Expert Course
- Coach Joe Lukacs Mastermind
- Interesting Women Leaders in ATL Event
- Circl.es
- YPO
- Clubhouse
- Article of Angie – Get to $2 million in revenue and scale
- Stephanie Bogan
- Angie Herbers
- Nick Murray
- Meredith Moore Videos
- Traction: Get a Grip on Your Business by Gino Wickman on Amazon
- Scaling Up: How a Few Companies Make It…and Why the Rest Don’t by Verne Harnish on Amazon
- Get a Grip: How to Get Everything You Want From Your Entrepreneurial Business by Gino Wickman & Mike Paton on Amazon
- Ninety.io
- eMoney
- Redtail CRM
- New York Life
- Agents Advisory Council at New York Life
- Meredith’s Research
- Alexandra (Sasha) Killewald Harvard University
- Yang Hu – Lancaster University
- Interviews on Artisan Financial Strategies Websit
