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True Wealth Assessment

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Everyone has their own unique relationship with money. Take this quiz to uncover the unconscious beliefs and emotional patterns that can drive your financial decisions. 

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Takes 2-3 minutes.

Money Personality Quiz

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True Wealth isn’t just about your financial portfolio. It encompasses everything that makes life rich and vibrant. Take the assessment to see where you are on your journey.

Takes 7-8 minutes.

1 min read

How Today’s Leaders Can Become Stewards of Change with Kate Adams

How Today’s Leaders Can Become Stewards of Change with Kate Adams
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We sit down with Kate Adams, Fractional Chief Impact Officer of Conscious Capitalism, Inc., to explore what accountable leadership looks like in a world demanding more from business. Kate has spent her career helping CEOs, boards, and senior leaders understand their organizations as both economic and societal forces. Her new book, “Accountability Under Fire,” argues that great leadership is fundamentally a matter of stewardship, not just performance.

 

Key Takeaways:

  • 00:00 Introduction.

  • 03:00 “Accountability Under Fire” explores the stewardship role every business leader must own.

  • 05:01 Technology leaders must ask what their decisions cost the people around them.

  • 11:12 Kate’s brother and the Paralympics shape her belief in unrealized human potential.

  • 15:18 Leadership is a privilege, and influence demands honest reflection on its use.

  • 16:01 Great leaders want to do better, and the environment is the real obstacle. 18:30 What is true accountability?

Thanks for joining us for the latest episode of “Day in a Canoe.” If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations.

If you’d like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment.

Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.


 

“It’s a privilege to lead. There’s this sense of — I have the ability to have great influence and impact. How do I want to use that?”
- Kate Adams

 

Resources Mentioned:

Connect with the guests:

LinkedIn: Kate Adams
LinkedIn: Conscious Capitalism, Inc.
LinkedIn: Accountability Under Fire

Connect with Nathan Mersereau:

Phone: 248-645-1520 
Email: nathan.mersereau@planningalt.com
LinkedIn: Nathan Mersereau
Address: 255 S Old Woodward, Suite 310
Birmingham, MI 48009

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