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About The Episode

Following in the footsteps of an aunt who loved her job, Lori Brooks began her career as an accountant. Everything changed when a medical diagnosis forced her to take a step back from work and find alternative ways to support herself and her child.  In this episode, Lori talks with Rick about how being a single mom with Crohn’s disease challenged her to find financial stability and use her experience to help others do the same. 

“What I truly do for the people that I work with, the people I encounter, is save time. Whether it be going to market, getting out to the masses, clarifying your office, or creating systems for operations and procedures.” - Lori Brooks, (28:40)

Following in the footsteps of an aunt who loved her job, Lori Brooks began her career as an accountant. Everything changed when a medical diagnosis forced her to take a step back from work and find alternative ways to support herself and her child.  In this episode, Lori talks with Rick about how being a single mom with Crohn’s disease challenged her to find financial stability and use her experience to help others do the same. 

“What I truly do for the people that I work with, the people I encounter, is save time. Whether it be going to market, getting out to the masses, clarifying your office, or creating systems for operations and procedures.” - Lori Brooks, (28:40)

 

Finding a Way with No Direction

Lori started her professional career in the insurance industry as an associate financial representative, where she was licensed in life accident and health insurance. Unfortunately, Lori was only in the industry three years before she was unexpectedly diagnosed with Crohn's disease. After six months of health challenges and never-ending doctor visits, Lori decided she had to start prioritizing her health, which resulted in her taking medical leave. Although Lori now had more time to take care of herself, she was still having to navigate her illness while being a single mom. 

Lori understood a lifestyle change was necessary; however, stressors were still present in the form of figuring out how to pay bills and provide for her daughter. It was this dilemma that had Lori taking control of her own destiny and finding a way to develop a passive income. With no entrepreneurial exposure, Lori took it upon herself to start researching and deep-dived into how others created their own careers.

“It was a pivotal moment where I thought I was building a career in this industry, I thought I was moving forward, but did I want to be under this umbrella that I couldn’t control? Did I want to be in a space that was not my own and was someone else's choice? That was a huge moment for me.” - Lori Brooks, (7:37)

 

During this time, Lori stumbled upon the Field Agent app and realized she could bridge her income gap with her mobile device. This opportunity was the gateway that allowed Lori to consider other avenues of building wealth with multiple sources of income. Lori never again wanted to have all her eggs in one basket. She credits the Field Agent app as the shining star that gave her hope when she could have easily given up. 

 

Recognizing Potential Opportunities

It’s safe to say Lori was bitten by the entrepreneurial bug. And after a conversation with a close friend about their financial sales practice, she realized there was an already existing untapped network. Lori concluded there were individuals in the industry needing assistance with problems she could offer solutions to. This awareness was the beginning of Lori’s consulting practice. However, once it evolved, Lori broadened her product offering after recognizing more needs in the industry that demanded to be addressed. 

“I knew I could save them time and reduce the effort they’re putting into their own practice and help them grow their practice. Did I want to go back into finance? No, but the finance industry still had that network that would then support the launching of my career.” - Lori Brooks, (14:40)

 

Creating Solutions for Success

Lori’s unique selling proposition developed over time as a result of her extensive work consulting advisors. With so many advisors needing consulting and so few hours in the day, Lori’s workload started taking a toll on her health. She again decided to take a step back and reevaluate what her next steps needed to be.  

Lori reverted back to what worked for her the first time and started compiling her own research and consuming content that would provide direction. Eventually, in an effort to maintain accountability and receive clarity on what path to pursue, Lori hired a professional coach. In tandem with this hire, Lori started establishing a marketing strategy in order to grow her number of clients and her practice. Subsequently, Lori launched a podcast and a magazine as tools to create content and assist other small businesses.

“This can help people. This can show people what the journey looks like. This can help entrepreneurs get their message out. And this can help other people possibly come up with the start of their own entrepreneurial journey.” - Lori Brooks, (25:46)

After a slow period and seemingly out of nowhere, Lori was approached by the head of a network about turning her podcast into a television show. Lori accepted, and the concept of the show became: hear the journey, find the challenges, and create solutions. Now, years later, Lori is a successful TV host and working on the Prism Method app, a mindset transformation resource that will roll out in 2024. 

Lori’s journey highlights that when one door is forcibly closed, there’s always a way for you to figure out how to open another. And determination will get you far, but the support and encouragement you offer others will be the gift that keeps on giving.

Show Notes

(0:24) Introducing Lori Brooks

(2:20) Entering the Professional World

(5:42) An Unexpected Diagnosis

(8:58) Deciding What’s Next

(0:24) Introducing Lori Brooks

(2:20) Entering the Professional World

(5:42) An Unexpected Diagnosis

(8:58) Deciding What’s Next

(14:07) A New Opportunity

(20:26) Hiring a Coach

(22:35) Launching a Podcast

(28:40) Providing a Solution

(30:26) Closing Thoughts

Links

Rick West 

Lori Brooks

LoriBrooks.net

 

“This can help people. This can show people what the journey looks like. This can help entrepreneurs get their message out. And this can help other people possibly come up with the start of their own entrepreneurial journey.” 

Lori Brooks, (25:46)

Episode Transcription

Lori Brooks:

But it was also this pivotal moment where I thought I was building a career in this industry. I thought I was moving forward, and yes, I could go back to it, but did I want to be under this umbrella that I couldn't control?

Lori Brooks:

But it was also this pivotal moment where I thought I was building a career in this industry. I thought I was moving forward, and yes, I could go back to it, but did I want to be under this umbrella that I couldn't control?

Rick West:

Welcome to Push Go, a podcast presented by Plum, where we highlight the defining moments that impact how we live and work. Today I'm joined by consultant, author, and producer, Lori Brooks. Lori is a financial sales operations expert and she's host of the Small Business with Lori Brooks Show. Today you'll hear how Lori's experience as a single mother being diagnosed with Crohn's disease led her to find a means to create wealth without the overhead and share her knowledge with others. Lori, welcome to the podcast.

Lori Brooks:

Rick, thank you so much for having me. I'm excited to be here.

Rick West:

Listen. When we were talking about guests some time ago, you were on the top of the list. Listen, as we've talked over the years, you have such an amazing story. You're such a great person. So I literally look forward to having 30 minutes with you just to talk one-on-one. So really look forward to this day.

Lori Brooks:

Thank you. Thank you. I've been looking forward to it myself. I'm very honored that you think of me and thought of me in terms of inviting me to the show.

Rick West:

Yeah. Now remember, save all of your comments until the end of the podcast as you critique me, so no critiquing during the podcast, because you're the professional here, which is great. But all kidding aside, gosh, I think it was around 2010, 2011 or so when we first met. Are you a long-term Bostonian? I mean, is that home home for you?

Lori Brooks:

That is. Born and raised.

Rick West:

Wow, okay.

Lori Brooks:

Yeah.

Rick West:

Okay.

Lori Brooks:

Yeah-

Rick West:

So all your family from the area's still around as well?

Lori Brooks:

They are. Most of the family lives right here in and around the city, and we have family across the country, the Eastern seaboard. We have family all over the globe, but the majority of immediate family is still right here in the city.

Rick West:

Gosh, okay. Let's talk a little bit about your professional career getting started out. So when you think of that first job, not that first babysitting job, the first newspaper job. Think about that first job. Did you jump right into the insurance world? I was trying to think. How did you get your career started right out of school?

Lori Brooks:

So I actually started off in the insurance industry as an associate financial rep. So I went ahead and was licensed in life, accident, and health insurance. And I was studying for my investment licenses. So that is the start of the professional industry at that point.

Rick West:

Wow. Wow. Okay. And so is that one of those that, growing up for you, you always knew that the financial world, not the accounting world, but truly finance and that type of engaging with folks, was that something that you knew as a young person that's what you wanted to do? Or is this something that you had influence from someone that said, "You would be great at this"?

Lori Brooks:

You know what? It's funny. When I was a kid, I actually thought it was going to be the medical industry.

Rick West:

Oh, really?

Lori Brooks:

I did. I wanted to be a pediatrician. I thought I was going to be a pediatrician. My parents had picked up one of those little physician home sets, so I had the little doctor's coat and my little name tag and so forth, so I thought I was going to be a pediatrician. And then as I got older, I got more interested in law and I was thinking maybe I'd become a lawyer.

And as I got into high school and really started considering that as a career, and that kind of fell away as an interest, and then I thought, "Well, maybe I'll become an accountant." And that's kind of where the financial journey came from. So I actually went into school for accounting. So it was the finance industry, but it wasn't insurance end. It was more thinking that I would be in the tax era. And it's funny, there was an inspiration for that. My aunt actually worked for the IRS for many, many years and, as surprising as it is, she loves it.

Rick West:

It's not what the news would have you think.

Lori Brooks:

No, no, exactly. It was a career that, to me, it was something that was of great interest. It was someone who I saw truly enjoyed what they were doing with life, not just going to work and having that job that was paying the bills and so forth and supporting a family, but really enjoying what she was doing, even though it wasn't an entrepreneurial journey of any sort. Of course, that wasn't on my radar at that point. So I thought I was going to be an accountant and then ended up in the insurance industry.

Rick West:

Wow. And so for those that have friends or have been in the insurance industry, once you get started, especially within a brand or a certain track, you can kind of plot out that 20, 25, 30 year track and say, "This is what I'm going to do. It's the book of business, it's the engagement." And so about eight, nine years, 10 years, I'm sorry, how long did you stay in that industry?

Lori Brooks:

I was in the industry for three years.

Rick West:

Three years.

Lori Brooks:

Prior to the diagnosis.

Rick West:

Okay, got it. Got it. Okay. So you're still tracking along. This is what you're going to do.

Lori Brooks:

Still starting, still building, still growing.

Rick West:

Your aunt is aspirational. You could see it, you kind of saw the career aspect of things and you jumped ahead of me. You said, "diagnosis" so we're going to jump right into that. So as we talk about defining moments here, for you, you're on track, you're moving along and you get some news you didn't want to hear.

Lori Brooks:

You got it.

Rick West:

Yes. So let's speak to that a little bit, that news, and that would've been 2000-

Lori Brooks:

Nine.

Rick West:

...2009.

Lori Brooks:

2009.

Rick West:

Let's speak to that a little bit.

Lori Brooks:

So I was building the career, building the book of business, studying for the investment licenses, and looking towards that end of the career, and I was diagnosed with Crohn's. So it was about a six month period. I was sick day in and day out. I was nauseous of at all times. Going to see physicians, every specialist you can imagine, every test you can imagine. CT scans, colonoscopies, MRIs, everything you can imagine. It took about six months prior to the diagnosis.

And at that point, it was a recognition of, "Okay, got to take a step back." And I was actually by the office itself, not by the agency, but by the office managers kind of requested that I take a medical leave because they could even see I wasn't healthy. I wasn't doing well. Self-care was not on the top of Lori's list at any level-

Rick West:

Well, the type of industry that you're in required you to always be on, right?

Lori Brooks:

Precisely.

Rick West:

And just to have that energy, even to have conversations on the phone, it wasn't like you could just sit at a keyboard and type. You're engaging, so you have to be up. So I can see where it would just be draining for you, especially before you knew because you're like, "Why can't I push through this?"

Lori Brooks:

And let's add into that, Rick, at the time, I was a single mom, so my daughter was 7. So the added stress to everything, as you can imagine, Crohn's being a stress-induced illness, it was just a snowball effect. It was the stress of the industry, the stress of single parenting that compounded to create a scenario where I needed to focus on me. I needed to focus on my own health at that point.

But it was also this pivotal moment where I thought I was building a career in this industry. I thought I was moving forward and, yes, I could go back to it, but did I want to be under this umbrella that I couldn't control? Did I want to be in a space that was not my own, that was someone else's choice as to whether or not I would be moving forward with the career? And that was huge for me.

Rick West:

Yes. Let's drop anchor on that a little bit for folks that are listening, and you set the stage perfectly. Obviously you couldn't say it any better as that. You have this personal scenario. It's a medical issue coming in and you realize you got to make a lifestyle change, but not everyone has the support to just choose to step back for a while. You're a single mom, and you have a daughter that depends on you. You have real bills, you've got things that are coming in.

So you couldn't just take a couple of years off and say, "Hey, I'll just see what happens." There's a reality in front of you, but I love that word you used, control. It's control in a positive way, which is, "Hey, I'd like to have more of my own responsibility, my own control over my own destiny, so to speak." And so what was the beginning of that? What was going through your mind because you had, obviously, some time to think about it.

Lori Brooks:

I did.

Rick West:

While things in front of you. So how did you begin to process that of what was going to be next in your life?

Lori Brooks:

It's funny. I figured, you know what, what's the quickest way to begin developing an income without an overhead of another industry of some sort? And I knew that the entrepreneurial journey was something that I didn't have great clarity on, I didn't have great insight into. I didn't have any role models or mentors of any sort at that point.

So I began searching the internet, scrolling through, looking to see what other people were doing, how other people started, their attorneys, what other programs or things they were using at that point to begin developing careers of their own. That was the basis of starting. And at that point, that's actually how I ran into you, Rick.

Rick West:

Oh, that's such a great story. I know. So you're this learner. You're trying to figure things out and you needed some things to bridge. So let's just use a baby tangent here and talk about the bridge. So when we first met, it was really understanding your story on how Field Agent allowed you to bridge that gap between the time of-

Lori Brooks:

That's correct.

Rick West:

...medical unemployment and what you were going to do next. So speak a little bit about that, if you don't mind.

Lori Brooks:

Certainly. That's exactly what I was going to say. That's actually how we came into connection. I, through consuming every bit of content that I could, ran into the Field Agent app. And I realized that there was a way that I could create income through my mobile device. And so I started just testing it, trying it, playing with it, seeing what I could accomplish. And that actually allowed for me to create this little bridge, this little bit of extra income, this little bit of extra opportunity that wasn't coming from anywhere else, that I wasn't finding in any other manner. But a light bulb went off. People are able to generate income with a mobile device. Everybody should know this.

Rick West:

Imagine that.

Lori Brooks:

Everybody should know this. This is not a secret. This is something that we should definitely get out to the masses. This is something that everyone should see. I started telling everyone that I knew of that could use the app, that were interested in something of that sort, about the app, I found that it was the gateway for me to begin looking at other avenues of truly creating wealth without the overhead, having that control over my own destiny, and building out those multiple sources of income that also would allow for me to never again leave all my eggs in one basket.

Rick West:

Wow.

Lori Brooks:

Now, of course, as we both know, Field Agent was not going to be the solution, the end all, be all. But in terms of sparking that idea for me, it was that next pivotal point in the journey. Because at the point that I was at, Rick, with a child under the age of 10, no income in the house, no insurance in the house, a chronic illness, it was a very easy point for me to probably give up in life.

Rick West:

Yeah.

Lori Brooks:

It's a point where some people will find it to be extremely dark. And it was. But the Field Agent app was this bright, shining star that was like, "Wake up! There is something else."

Rick West:

Well, I remember us having a conversation early on is that, and I see it now, and people obviously watching this have no idea of the confidence that they see in you today and they hear in your voice today. That I remember early on when we were engaging, I could tell, even then, it was that spark of confidence that you were getting, which is what you need that says, "Hey, I really can be successful without overhead."

I love that for any entrepreneur, to be able to have success without the overhead, the multiple income sources. And I could tell, again, it's been years ago that you could see the confidence coming in. So now, you're building up the confidence, but you realize this isn't something that you can sustain. But you started getting Lori healthy. You started doing the things that you needed to do, and then you had that entrepreneurial bug that kind of bit you a little bit.

So let's speak a little bit about kind of pushing through because you have such a unique journey pushing through this because you didn't just start A. You ended up trying several different things and I would argue are tremendously successful within the world that you're in today. And it wasn't an overnight success story. So as people hear us talk, it's like, "Yes, there's this moment. I'm going to push through, and you know what? I did something next day and it's over." It really was the beginning of a journey for you. So let's talk about the first real opportunity you have that kind of got you started on that journey post Field Agent and other things. What was it that got you started?

Lori Brooks:

So it was a conversation. It was actually a conversation. It was conversation with a close friend about their financial sales practice because, again, I was in the industry so there was a network that already existed that I wasn't tapping into, that I wasn't thinking about using as resource to launch this career.

And the conversation made me recognize that there were those in the industry that needed assistance with things that I could easily resolve, problems that I knew the answers to, could save them time with, reduce the effort that they're putting into their own practice, and help them grow their practice. So did I want to go back into finance? No. But the finance industry still had that network that would then support the launching of the career.

Rick West:

Yeah. So let's drop on that a little bit. I love that aspect of things that, while you were starting new, you still used the knowledge. Because you spent years learning, so the knowledge was there. You knew you didn't want necessarily a quote "job in that". But we often forget, and I struggled with this early on in my entrepreneurial career, is to really understand the value of relationships. And for you to go backtrack and say, "Wait a minute, I have this expertise. I can still use it. I have these relationships." Like a good product manager, product owner, you're saying, "What if I go ask these questions and solve some problems?"

Next thing you know, Lori becomes the problem solver. So that kind of started that consulting practice in front of you, but it's so much more than a consulting practice. It's so much more. But you had to start somewhere. So that was the beginning. So how did it begin to evolve? And we'll get to where you are today a little bit later, but how did it begin to evolve from the next client, the next client, and you started to broad your product offering, if you will?

Lori Brooks:

So it was a recognition, again, of the other needs in the industry. Being in the industry, you're hearing things, you're seeing things, you're being presented with new issues. And so as I continued assisting advisors, more and more things became apparent, one of which was mindset. Starting off in the finance industry, there's certain things that aren't walked through with financial advisors.

There's a lot of sales conversations, but there's a lot of backend information that is not necessarily missed, but not necessarily presented in the manner that it could be to allow for a different sort of mindset entering the industry. And looking back at my own mindset and where I was, and what I did for myself to pull myself through the negative dark moment, I used those same tools and started formatting new tools for an industry that didn't have those sorts of tools set up.

So I found this unique selling proposition in the industry without walking into the industry with one. I didn't know what it would be. I had no idea as to what that piece would be in. It developed through and unfolded over time through working with the multiple advisors. And that was really kind of the unfolding of additional product offerings and recognizing, "Okay, not only am I working with the advisors as a consultants, but there's other ways that I can also create different products and pieces to serve the advisors because there are so many hours in a day and I can only help so many advisors in a day."

And it got to a point where I was, again, maxing myself out. And it was that max out point, again, recognizing that I'm starting to burn myself out, seeing the changes in health, seeing that I wasn't caring for Lori once again and diving in it. You have to take that step back, reevaluate, and then readjust. And that's really where the product offering started evolving from.

Rick West:

Yeah, I love that. We had a similar type of scenario when we launched Field Agent is that I'm working with and my business partner and we're doing this customer marketing work. And it really was starting to scale, but the only way to scale was that I had to be in more boardrooms. I had to be in more meetings, and I had to fly and said, "Well, since Rick isn't here and Henry's not here, I guess we'll just wait until they get here."

And you couldn't scale it. And so I love that is that you realized, again wisely, that you were getting unhealthy again, which is none of us want to be there. You reach these maximum potential. It's just you only can do as many hours as Lori can operate. And in your world, and we've done this within Field Agent as well, within the services industry, creating products is a fairly new concept.

So let's speak to that a little bit. So now you've got this great reputation, people want more of Lori, but you've got to create some products that can actually operate and generate income while you're not physically there. So did you, as a self-learner, figure that out on your own or did you have someone pour into you? How did you really begin to scope that because that's a totally different business model than Lori showing up. How did you begin to process that?

Lori Brooks:

You know what, I rewound the clock. I did what I did when I first started the business and I began consuming content again in every moment that I had available. So listening to podcasts when I was... Windshield time. Using all of those resources once again to start recognizing, "Okay, what did other people do during this next step of the journey?" And then hiring on a coach to maintain the accountability and help clarify my own path and really start-

Rick West:

Hold on a second. Lori, the coach, hired a coach? Come on now.

Lori Brooks:

You got it, you got it.

Rick West:

Because you're pouring into all the people in the financial industry as their coach, helping them get healthy, helping them do all these things, and you had the wherewithal to pull back and say, "Wow, maybe I need a coach." So what type of person did you look for to be a coach for you?

Lori Brooks:

I looked for a, someone who was already doing what I wanted to be doing.

Rick West:

Oh, okay.

Lori Brooks:

In terms of coaching, consulting, and building out the brand and no longer trading hours for dollars, to put it simply. Being there on site consulting at all times, as we once mentioned, there's only so many hours that I can do. There's only so many people I can help. And even in the one to many scenario, if I'm doing group coaching, because of course some of those product offerings started off with it being group coaching scenarios so that I could hopefully assist more advisors at one time.

But that becomes really difficult because everybody's business is different and we all know this. So group coaching, you can only go so far. And it turned into a scenario where I had to kind of productize what I was doing with the group coaching. And at that point, the coach helped me to clarify that if I can turn it into group coaching, turn it into a digital program. So removing myself from that scenario and really clarifying those next steps.

Rick West:

So at this time, we're at about 2017, 18, in that range.

Lori Brooks:

You got it. 2016.

Rick West:

2016, in that range. So it's digital, but it's a whole new world even today. So we'll get to that in a second.

Lori Brooks:

Yes, yes.

Rick West:

So you're kind of coming along, you're getting healthy again, you can see with the productization happening. But you didn't stop there. You started taking the product piece. But let's speak a little bit on how you started transitioning into the media world.

Was that kind of like your next step from getting not only your product but your message out there? So there's podcasts, there's TV, there's other things, and I think that was the brilliant piece that I saw you take on was that you were bold enough to step out and say, "It's more than just having a website and doing something on social." You really started to blow this thing out. So let's speak to that next couple years, growing into this media magnet that you are today and how that got started. Again, it's a hard leap to do what you just did.

Lori Brooks:

Thank you. Well, so we'll rewind again back to about 2013, 2014 when you and I met. And that was me looking for ways to come up with a marketing strategy for my existing consulting, at that point. I had several relationships, I had that foundation of the practice, but I was still looking to grow and trying to move forward with the number of clients and growing the practice itself.

So that's when I launched the podcast, the original podcast, and I was enjoying the podcast. It became almost a passion project is truly what occurred. So I was using it as a tool to create content as well as assist other small business owners in creating their content, getting their message out. And the more I did that, the more I recognized that type of assistance realistically wasn't there just yet for most people.

So I was moving forward with it, started marketing more and more, started taking courses on digital marketing, understanding what that layout would look like, and launched a magazine, the Flipboard magazine, along with the podcast. And we were using those in tandem as our marketing tools and developing most of our marketing around those tools. The audience began to grow, but it was a very slow scenario and I wasn't seeing the progress that I wanted to honestly be seeing with the show. But I was just enjoying the passion project of it. It was in 2019 that I was asked by the head of a network if I was interested in turning the podcast into a television show.

Rick West:

Now hold on. That's the right kind of phone call to get.

Lori Brooks:

That is the right kind of phone call to get.

Rick West:

The podcast is there, you're growing, and the media's like, "Hey, Lori, just you want to be on TV and maybe do a cable thing just because we thought we would be kind of fun for you to do that?" So what was that phone call like? Was it intimidating? Was it exciting? Yeah.

Lori Brooks:

It was exciting. It was intimidating. It was extremely scary. I think the nerves kind of shot up. I was taken aback. I was caught off guard, truly, because to me at that point, this was just a marketing tool. This was not my business. This was not what I was actually focused on. And I think we both know that. It was a piece that I was using to the practice. It was not something where it was a great focus for me. So to receive the call, it was a moment of excitement, nerves, but also clarity that there's kind of a greater audience than what I even was recognizing.

Rick West:

So kind of affirmational. It was affirming what you intuitively knew, which is this could work.

Lori Brooks:

This could help. This can help people. This can show people what that journey looks like. This can help entrepreneurs get their message out. And this can also help other people possibly come up with the start of their own entrepreneurial journey. So hopefully giving other people that opportunity to have greater control in their own lives and showing them what that looks like realistically without sugarcoating what the journey is, without making it seem like it's a bed of roses, without making it seem like ideas pop up and you form a business and jumpstart into success immediately. Because it's not the way the journey goes. So what the concept of the show is, the theme is to hear the journey, find the challenges, and create solutions.

Rick West:

Now you're a learner, so you didn't now spend the next six months learning all this. This was one of those moments where someone come in saying, "I know what to do. You're the content person. Let me guide you down the path." So at this point, you're consulting, you're engaging, you've got products, you've had the podcast that's moving on, you've got a magazine. Now you're going to be on TV. And at what point did you ask yourself, "Is this going to be overwhelming again? Am I going to burn out?" What did you do b ecause this sounds like the third big hurdle or third big move into another all-consuming media. So did you get ahead of this one?

Lori Brooks:

I did.

Rick West:

Good.

Lori Brooks:

I did not allow myself to go into the overwhelm. Instead, I really started focusing on what it is I walk my own clients through. Really kind of paying attention to making sure that I had the right systems set up to support the success that I wanted to see. So it was a matter of really optimizing my own practice in multiple different ways with multiple systems in order to then be able to move forward with the show.

Rick West:

Yeah. And we also often talk about deselecting. It really is prioritization. So you now have 20 things, you start to prioritize and then, listen, you're a numbers person, you look at where the math is and what's working and you start to focus there. So now here we are. We're going down this path. Let's speak now about what we're doing today.

You've talked all around it, but PRISM and kind of where things are that, but if people are like, "I still don't really understand what Lori does. She sounds like she does 20 different things." But even for people that are saying, "Gosh, but I'm not in the insurance business or financial business," when they look at Lori and you're doing your 30-second pitch, now's your time, what really is the product offering or the solution that you're providing today? What do you want people to know?

Lori Brooks:

So what I truly do for the people that I work with, the people that I encounter, is save time, Rick. Saving time, whether it being going to market, getting out to the masses, clarifying your office, creating those systems and operations and procedures. So I still consult, I still work with financial advisors on a very selective basis. Those are two clients per year, three clients per year. I don't really work hands-on with advisors the way I once did.

Rick West:

Sure.

Lori Brooks:

But I still do have the product offerings out there. So the program, the book, the courses are out there for any advisors or small business owners that are looking for that aspect of the consulting. But it's not something that I'm hands on doing on a day-to-day. What I'm truly doing now is hosting and producing the television show. And we are working on the PRISM Method app. So it is a mindset transformation app, and that is something that we'll be rolling out closer towards the beginning of 2024.

Rick West:

So you're announcing it now. You told other people.. I know I'm not first, but you're announcing, but the PRISM app and PRISM being, again, the foundational of the work that you're doing today and with the TV show and for folks that want to know the show, if we were trying to really find out more about Lori and how do I track you down and how do I learn more because you've got a book, we talked about PRISM with the TV show. Walk us through. Folks that want to learn more about you or want to engage, how do they find you because it sounds like I've got 10 different ways to engage Lori. But that's not true. So give us a couple of ways, the best way to engage you.

Lori Brooks:

Certainly. So loribrooks.net. Super simple. Everything is right there. So you can access the television show, you can access the courses, you can go grab the book. It's all right there. Loribrooks.net.

Rick West:

That was so, so simple, Lori. I love that. So we talked about what's next, which is going to be PRISM, which is fantastic. So here's the commitment I need. All right? Doesn't have to be the day after it launches, but would love to have you back on to talk more about what this looks like, because I know it really is an evolution of Lori and what you're bringing on and would love to hear more about that. So promise me you'll come back again.

Lori Brooks:

Will do. Of course, Rick.

Rick West:

Oh, listen, Lori, it is a pleasure. I'm so glad we could spend this time today.

Lori Brooks:

I thank you so much for having me. I enjoyed getting a chance to look back at that story myself and kind of put those dots there, so much appreciated.

Rick West:

You bet.

Thanks for listening to Push Go, a podcast highlighting the defining moments that impact how we live and work. It was great to have Lori on the show today. If you like what you heard, you can find more stories just like this on listen.plumshop.com. And, hey, we wouldn't be mad if you left us a review wherever you listen to podcasts. And we have new episodes that drop every Wednesday. And if you're watching on YouTube, feel free to like and subscribe.

Now, quick P.S. The weekly segment where I give you a brief update on something happening at Plum. Today I want to put the spotlight on the digital demo product. Digital demos include verified purchases, product experience insights, and true user-generated content. To simplify, you'll get everyday shoppers trying your product and sharing about it organically on their social media. Digital demo, powered by Field Agent, exclusively on plumshop.com. Check it out and you can use the code PushGo. That's P-U-S-H-G-O at checkout for $100 off any project.

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