796. Values-Based Financial Decisions: Building Wealth, Trust, and Positive Influence
Financial success is not simply about accumulating more it is about making intentional decisions that support your values, relationships, and long-term goals.
In this episode of Daily Influence, host Gregg-Brooke Koleno speaks with Chad Coe, founder and president of Coe Financial Group, about values-based financial leadership, entrepreneurship, trust, and community impact.
Chad shares how early experiences in sales and entrepreneurship shaped his career, why vulnerability and authentic relationships are essential to building trust, and how emotionally driven financial decisions can create serious and unnecessary consequences. He also discusses a failed business venture that cost him significantly but ultimately redirected him toward more meaningful and rewarding work.
Listeners will learn how to slow down when facing high-pressure decisions, separate facts from fear and urgency, and evaluate choices based on their values, goals, and desired future. Chad also explains how consistency, mentorship, community involvement, and intentional scheduling have helped him build a successful life and positively influence others.
This conversation offers practical guidance for anyone seeking greater clarity, accountability, and purpose in their financial, professional, or personal decisions.
Learn more about Chad and download his free book, Your Financial Dream House, at coefinancial.com. You can also connect with him on LinkedIn, Facebook, Instagram, and YouTube.
www.linkedin.com/in/chadcoe
www.youtube.com/@coefinancialgroup
Instagram @chadcoeofficial
