2 min read

Making Planning Simple - Canadian Whiteboard Finance

Just start. Even if you don't think you've got a perfect idea or have it all figured out, motion is more valuable than getting it right.
Making Planning Simple - Canadian Whiteboard Finance

Interested in starting your own entrepreneurial journey in finance but unsure what to expect? Then read up on our interview with Galen Nuttall, Founder of Canadian Whiteboard Finance, located in Belleville, ON, Canada.

What's your business, and who are your customers?

My business is fee-based financial planning for Canadian business owners and physicians who want peace of mind around their finances.

Tell us about yourself

My dad is a doctor, and as I was growing up, I saw him struggle to make good decisions with his finances. They were a source of stress for him when they shouldn't have been. I realized if I could become that expert in the lives of business owners and physicians, I could help them lead a higher quality of life which would impact their families and even their patients.

What's your biggest accomplishment as a business owner?

I'd say my biggest accomplishment is learning enough about organic growth to be able to have people consistently seeking me out. Between my podcast and YouTube channel, I have a steady flow of people booking calls with me. That means I can focus on my existing clients and new ones seeking me out. I don't have to spend time networking or seeking out clients.

What's one of the hardest things that come with being a business owner?

The biggest thing is consistency in all areas. In my business, I have clients, content creation, industry education requirements, and much more. To stay on top of it all requires a lot of discipline and an incredible support staff.

What are the top tips you'd give to anyone looking to start, run and grow a business today?

  1. Just start. Even if you don't think you've got a perfect idea or have it all figured out, motion is more valuable than getting it right.
  2. Follow your passion. Growing a business is too hard to do for superficial reasons if you connect to your 'why' it makes the tough days much easier.
  3. Surround yourself with like-minded people. If you spend time with people who have already done what you're trying to do, it makes it much more attainable.

Where can people find you and your business?

Website: https://www.galenhelpsdocs.com/
Facebook: https://www.facebook.com/galencanadianfinance
Instagram: https://www.instagram.com/galencanadianfinance/
Twitter: https://twitter.com/CDNwhiteboard
LinkedIn: https://www.linkedin.com/in/galennuttall/

If you like what you've read here and have your own story as a solo or small business entrepreneur that you'd like to share, then please answer these interview questions. We'd love to feature your journey on these pages.

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