Epictetus Wealth Practice Ltd.
Financial Advisor, RICP®, CEPA®
(605) 929-5322 Dustin.Jeschke@wealthSG.com
Epictetus Wealth Practice Ltd. evolved with years of resilient Wealth, Legacy and Business Exit Planning. What is Epictetus besides hard to say? He's Greek Roman Stoic Epictetus and a preview of the mindset we build overtime with education, communication and process. Epictetus expressed, all external events are beyond our control; he argues that we should accept whatever happens calmly and dispassionately. This mindset is more powerful when facing life's ups and downs with a plan with waypoints. The values integrated into our philosophy are:
Authenticity
Authenticity involves aligning words and deeds with one's inner values, beliefs, and principles. It's about being transparent and honest, not pretending to be someone or something one is not.
My authenticity involves self-awareness and the ability to acknowledge one's strengths, weaknesses, and emotions without fear of judgment or the need to conform to external expectations. I express myself in a way that reflects genuine thoughts, feelings, and experiences, rather than adopting a facade or conforming to societal norms.
Empathetic
In pursuit of profit while prioritizing compassion, fairness, and community improvement.
While the term "empathetic capitalist" may not be widely recognized or formally defined, my long-term success and sustainability will depend on factors beyond mere financial gains. I listen, I understand, and I don't judge someone's past but learn from it. The lessons from our life become our strengths, we don't dwell but acknowledge and move forward when we can.
Lifelong Learner
Curiosity: Lifelong learners are naturally curious about the world around them. They ask questions, seek answers, and explore new ideas, perspectives, and disciplines.
Open-mindedness: Lifelong learners have an open mind and are receptive to new information and viewpoints, even if they challenge existing beliefs or assumptions.
Adaptability: Lifelong learners are adaptable and flexible, willing to embrace change and navigate unfamiliar situations. They recognize that learning is an ongoing process of adaptation and growth.
Self-motivation: Lifelong learners take initiative in their own learning journeys. They set goals, seek out resources, and actively engage in learning activities that align with their interests and aspirations.
Resilience: Lifelong learners understand that setbacks and failures are part of the learning process. They demonstrate resilience in the face of challenges, using setbacks as opportunities for reflection, learning, and growth.
Continuous Improvement: Lifelong learners are committed to self-improvement and personal development. They strive to enhance their skills, knowledge, and abilities over time, recognizing that there is always room for growth and refinement.
Application of Learning: Lifelong learners not only acquire new knowledge and skills but also apply what they learn in practical ways. They seek opportunities to integrate new insights and perspectives into their personal and professional lives.
Resilient
Overall, I face life's challenges with courage, and optimism, emerging from difficult experiences stronger, wiser, and more empowered than before.
Adaptability: A resilient advisor is adaptable and flexible, able to adjust to changing circumstances and navigate uncertainty with confidence and ease.
Positive mindset: Resilient advisors maintain a positive outlook even in difficult situations. They focus on solutions rather than dwelling on problems and setbacks.
Emotional intelligence: Resilient advisors have a high degree of emotional intelligence, enabling them to recognize, understand, and manage their own emotions effectively. They are also empathetic and supportive of others' emotions.
Perseverance: Resilient advisors demonstrate perseverance and tenacity in pursuing their goals and overcoming obstacles. They are willing to put in the effort and work hard to achieve success, even in the face of challenges and setbacks.
Resourcefulness: Resilient advisors are resourceful and creative problem-solvers. They can leverage their strengths and available resources to find innovative solutions to difficult problems.
Social support: Resilient individuals have strong support networks of family, friends, and community members who provide encouragement, guidance, and assistance during tough times.
Self-care: Resilient men prioritize self-care and well-being, recognizing the importance of maintaining physical, mental, and emotional health to cope effectively with stress and adversity.
Learning and growth: Resilient individuals view challenges and setbacks as opportunities for learning and growth. They reflect on their experiences, extract valuable lessons, and use them to become stronger and more resilient in the future.
I create deeper connections with others, as people trust and relate to me.