Artwork
iconShare
 
Manage episode 491650383 series 3669799
Content provided by Gabriel Golindano. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gabriel Golindano or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Gabriel interviews Jorge Valdez, a financial planner and CrossFit enthusiast, on building a seven-figure business, raising successful kids, and staying fit at 56. Learn his secrets to discipline and goal-setting! (188 characters)

Show Notes: In this dynamic episode of the Pro Activators Podcast, host Gabriel welcomes Jorge Valdez, a 56-year-old certified financial planner, founder of Financial Designs, Inc., and dedicated CrossFit athlete. Jorge shares his inspiring journey from a tough start in the insurance industry during a recession to building a thriving business, raising three successful children, and maintaining fitness, while seeking to deepen his spiritual life.

Key Highlights:

  • Financial Success: Starting at 21 with Mutual of Omaha in 1989, Jorge faced rejection but hit President’s Club in three months. He founded Financial Designs, Inc. in 1993, now generating $7–8 million annually with a net profit of ~$3 million. His strategy? Setting a $2,000 weekly sales goal, with Saturday work as a consequence for missing it.
  • Family Legacy: Jorge’s proudest achievement is his children—Jessica (31, pregnant), Jennifer (CFP, wealth division founder), and Jorge Jr. (25, CFP fiduciary)—who work with him. Post-divorce at 33, he prioritized presence, never missing a day with them, fostering open communication and respect.
  • Fitness Discipline: From a chubby teen to a CrossFit regular (4–5 times weekly) since 14, Jorge recently added yoga for flexibility. He credits fitness for mental focus, starting with jogging, push-ups, and ab wheels before joining LA Fitness and CrossFit 10 years ago.
  • Spiritual Growth: After his mother’s passing, Jorge embraced spirituality, planning to read the New International Version (NIV) Bible and pray to build a relationship with God, applying his disciplined approach to this new area.
  • Mindset and Habits: Inspired by Zig Ziglar’s “help others get what they want” and The Art of the Deal, Jorge uses goal-setting, de-escalates conflicts, and tackles tough tasks first (“eating frogs”). He reads books like Steve Jobs’ biography to stay inspired.
  • Advice for Listeners:
    • Young Professionals: Set specific goals with consequences and push past comfort zones, like Jorge did with public speaking.
    • Fitness: Commit to consistent workouts, start small, and try yoga for flexibility and mental clarity.
    • Spirituality: Build a relationship with God through prayer, NIV Bible reading, and serving in a church community.
    • Family: Be present, communicate openly, and treat employees like family to foster loyalty.

Connect with Jorge via Financial Designs, Inc. for financial planning services website: fdnational.com

Join the Pro Activators Club at proactivatorsclub.com/newsletter to stay connected!

Thanks for tuning in to the ProActivators Podcast, where we crush procrastination and build state-of-the-art leaders! 🚀 Don’t wait for change—create it. Subscribe for weekly episodes on faith, family, fitness, finances, and leadership. Join our community and get exclusive tips at proactivatorsclub.com/newsletter. Follow us on Instagram & Facebook: @ProActivators Let’s elevate together! #ProActivatorsPodcast

  continue reading

9 episodes