Finding out what brings you joy and fulfillment at work and what frustrates you...and removing that from your life with Dr. Pete Kehoe, OD

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Pete Kehoe, OD. This intro is packed with great info, so I hope you’ll listen to the entirety of it before jumping forward to the conversation.   Pete and I share in a great conversation focused around one of the more important facets that impact a successful and cohesive practice: ensuring you have the right team members in the right roles within the practice doing work that they are inherently great at doing. We have this conversation based on the lessons and teachings from Patrick Lencioni in his new book The 6 Types of Working Genius.   As a certified Working Genius facilitator, Pete is uniquely qualified to talk through the concepts discussed and taught in the book as he’s worked with a number of practices that have taken the assessment. We have a spirited discussion about getting the most out of your team members in your practice and doing it in such a way that it’s rewarding and empowering for them in the work that they do. We finish the conversation with Pete taking me through a discussion about my own team’s working geniuses at our firm, Integrated Planning & Wealth Management, which was a lot of fun to do live on the show.   Lastly, Pete shares two very special offers for listeners of 20/20 Money. First, he shares an invite to the Live to Lead 2023 Virtual Leadership event, where you can learn from world-class leadership experts so you can implement a new action plan with renewed passion and commitment. Guest speakers include John C Maxwell, Ryan Leak, Kendra Scott, and Marcus Buckingham. The virtual price is $79/ticket. $10 for every virtual ticket sold will go to Optometry Care, OneSight or Optometry Giving Sight.    Second, ODs that are interested in learning more about the Working Genius model can access a special offer by clicking on the link below in the show notes and Pete talks more about the offer and process midway through our conversation, so be sure to stick around through the initial discussion (before we get into my firm’s evaluation) to hear more about that offer.   As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that’s filled with tips and ideas to help you plan life on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to help them live their best life on purpose. You can also check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars. Lastly, if you’re interested in learning more about the upcoming launch of the 20/20 Money Membership, please check out the link in the Resources to learn more about what we have in store for you!   And with that introduction, I hope you enjoy my conversation with Dr. Pete Kehoe, OD.   Resources: 20/20 Money Community Information L2LtttVirtual.com   Working Genius Assessment (20/20 Money Offer)   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify Google Podcasts Stitcher  ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!