The BetterWealth Show

Become The Most Valuable Version Of Yourself NAIFA Apex Keynote

Written by Caleb Guilliams | Jan 28, 2025 5:14:20 AM

Hey guys, I wanted to give a little bit of context on this next clip that you're about to see. I had the opportunity and honor to speak at NAIFA's annual event. I got to keynote at this event. NAIFA is the number one association for financial advisors and life insurance agents, and they just do so much for the industry on both the state and national level. Speaking in front of legends I admired was truly an honor.

The presentation focused on the concept of value leveraging, which is about creating and amplifying value in any field; be it business, academia, or other sectors. By mastering this, you can unlock new opportunities, achieve financial gains, and live more intentionally. I also shared various tactics, personal vulnerabilities, and issued challenges for the industry to rise to the occasion.

Your engagement with this talk is invaluable to me. I love hearing from people who reach out, and I appreciate comments and feedback. This community has helped me immensely.

The Speech: Overcoming Personal Challenges

Flashback to when I was 13. Despite being the oldest of six kids, I was quite small, and had insecurities around my reading abilities. These insecurities collided at a school play, leading me to forget my lines on stage.

The next day, in tears, my mom gave me advice I'd never forget: "Caleb, the things you can't control don't worry about. But the things you can control, you have a moral obligation to go all in."

A Career Begins

My subsequent job was at a chicken farm, and it taught me about money. I read two transformative books: The Richest Man in Babylon and Good to Great, which fueled my desire to enter the business world.

  1. Worked at a bank at age 16.
  2. Was mentored and landed a job at Community First Bank.
  3. Took on various roles, eager to learn all aspects of banking.
  4. By age 19, developed a mission statement to help people achieve their potential.
  5. Took over the Bank's Investment Department at age 19.

Three Financial Epiphanies

  1. Clarity: Most people lack clarity on their financial goals.
    • Wealth is not about finances alone but about intentional living.
    • Intentionally living means differently for everyone.
    • Focus on "Return on Result" (ROR) rather than just "Rate of Return".
  2. Cash Flow: Cash flow is king and queen, crucial for sustaining intentional living.
    • Plan financial life around cash flow, not net worth.
  3. Life Insurance: Misunderstood yet powerful.
    • Properly set up, life insurance protects and provides future benefits.
    • It's an enhancer of your life, not just an investment.
    • Viewed like a smartphone: a multi-functional tool for life.

From the bottom of my heart, speaking at NAIFA's event was a true honor, and I hope you enjoy the lessons shared here.