Episode 122

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Published on:

10th Jul 2020

What is Your Zone of Genius? with Lisa Crilley Mallis

Every week it's my goal to share a story of someone's journey through their life and financial vineyard. We take you from their roots to the journey of their vines and the influences in the air that have helped craft their delicious lives. Like wine, life and finances have different palettes that should be celebrated and not judged. 

We welcome you to this edition of Wine and Dime where we speak with Lisa Crilley Malice. 

Lisa is a time strategist and lord knows we all need more time in our day! What we didn't talk about in the podcast and have in the show notes, is that Lisa is going to be releasing her own podcast called “The 25th Hour”, with the idea that we all need that extra hour every day, and how do we come up with it!

We hope you enjoy this show and just remember life is about events supported by your dollars and cents. So, sit back, grab your favorite beverage and find your “zone of genius”!

Lisa (Crilley) Mallis

HTTPS://IMPACTIVESTRATEGIES.COM/

THE 25TH HOUR PODCAST-YOUTUBE

FACEBOOK

TWITTER

LINKEDIN

YOUTUBE

Lisa is the owner of Impactive Strategies, she is a time strategist, recognized for providing practical solutions to everyday productivity challenges. A certified coach, trainer, and facilitator, Lisa works with financial advisors and their teams who are working hard to succeed and still want to achieve more. She knows that “one size fits all” does not apply when it comes to getting the most out of your day with ease. Using her fifteen years in education, a master’s degree from Ursuline College, and multiple coaching certifications, Lisa supports clients with customized tools to achieve more while working less. 

Lisa believes in two solid life lessons: 

Life lesson 1 - Just because you are good at it doesn’t mean that is what you are meant to do.

Life lesson 2 - if it is easy for you, it isn’t easy for everyone.

Lisa’s Process

  • What do you really want to do - what is their zone of genius?
  • What is it that you don’t want?
  • Building your day around your strengths
  • Implementation of a habit - putting the structure in your day to create success
  • How to grow your business through the right delegation (six levels of delegation)
  • According to Robert B. Maddux (in Delegating for Results), you can delegate to an employee or volunteer using 6 different levels.
  •  Level I – Look into the situation, get all the facts and report back for instructions.
  • Level II – Identify the problem, determine several solutions and the pros and cons of each, recommend one for approval and wait for instructions.
  • Level III – Examine the matter, send word on what you intend to do, take no action until you get the go ahead.
  • Level IV – Decide on a strategy, send word of what it is, and take action unless you hear otherwise.
  • Level V – Take action on this matter and report back on what you did and how it turned out.
  • Level VI – Take action, no further communication is necessary. The assumption is that it’s been handled.

Hunt Country Vineyards

Vidal Blanc Ice Wine

Winner of the 2017 Jefferson Cup for Dessert Wines!

Best Ice Wine, 2018 New York Wine Classic

Harvested in the deep of winter and pressed from grapes frozen on the vine, this genuine ice wine is a genuinely rare treat. It is filled with flavors of rich honey, sweet apricot and exotic fruit flavors. Delicious with a range of desserts. Absolutely wonderful all on its own.

Hunt Country Vineyards is the oldest continuous producer of ice wine in the United States; we produced our first batch of ice wine in 1987. Crafted in the tradition of a German “eis wine”, the Vidal grapes are left on the vines deep into the winter. We wait for the fruit to freeze solid and then early one morning — before the temperature rises above 15° F in the vineyards — we pick the grapes by hand. The frozen grapes are then pressed for many hours to get a small quantity of intensely flavored juice which concentrates sweetness, flavors and acidity. The resulting wine is deep gold in color and filled with flavors of rich honey, sweet apricot and exotic fruit.

Additional Articles Mentioned:

THIS EPISODE WAS PRESENTED BY


Amy Irvine

AND IN COLLABORATION WITH

The Seneca Lake Wine Trail



AMY IRVINE

ROOTED PLANNING GROUP

10 EAST MARKET STREET

CORNING NY 14830

WWW.ROOTEDPG.COM

EMAIL: AMY@ROOTEDPG.COM

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About the Podcast

Money Roots
Money Roots with Amy Irvine
Welcome to "Money Roots," the podcast where personal finance becomes personal. Join host Amy Irvine, CEO of Rooted Planning Group, as she demystifies the world of finance and makes it approachable for everyone, from beginners to financial experts.

In each episode, Amy and her guests dig deep into the financial soil, planting the seeds of financial knowledge and helping you nurture your financial future. Whether you're looking to build a solid budget, invest wisely, or plan for retirement, "Money Roots" has you covered.

Get ready to explore practical advice, inspiring stories, and expert insights that will empower you to take control of your financial destiny. It's time to grow your money roots and thrive financially!

Subscribe to "Money Roots" now and join Amy on this exciting journey to financial empowerment. Let's put down some roots and flourish together.

About your host

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Amy Irvine

Uncorking Amy Irvine!!

If any of you have ever met Amy, you know she is passionate about
three things. Family, Finances, and WINE! This comes through in all
that she does and all that she is. When asked to describe herself she first and foremost states, “I am a wife, a daughter, and hopefully a good friend, who happens to also be a financial planner.” Amy holds a Master’s Degree in financial planning and is a Certified Financial Planner TM , Enrolled Agent, Certified College Financial Consultant, and a Financial Wellness Coach with over 25 years of financial planning and industry experience. She is the Founder and owner of Rooted Planning Group, (Formerly known as Irvine Wealth Planning Strategies LLC), which started in 2016 and has grown to include 6 other planners and 2 part-time staff members. Amy is definitely “doing it her way” and has been recognized by her financial planning colleagues as being a “disrupter,” a title she holds close to her heart and is proud of.

Uniquely, at the age of 44, she decided to not only start her only company, but to act on what she defined as her perfect life and she splits her time between Parrish, Florida and Jasper, New York.
On her website it states, “I love what I do, but I also very much enjoy warmth, good
conversation, wine tastings, and volunteering. New York is extraordinary in the summer and fall, but so is Florida in the winter.”
In 2018, she decided it was time to take the stigma out of finances by combining her passion for finances and wine. She started a podcast called “Wine and Dime,” which highlights a different wine and financial topic each week, and she released her book combining those same two passions, titled, “Uncork Your Finances.”
Many of you may know her as one of the co-founders of the Southern Tier Women’s Financial Conference – a day of collaboration and financial education, which will be hosting it’s sixth year!
To round out her volunteering passion, she often provides financial education to the
community through the financial management program of Cornell Cooperative Extension of Steuben County, she serves on the board of Faith-in-Action of Steuben County, volunteers for various Fund For Women of the Southern Tier events, works with the finance committee of the Arts Council of the Southern Finger Lakes, and serves on the board for the Corning Painted Post Historical Society (also known as Heritage Village).
In her downtime, you’re likely to find her with a glass of red wine from one of the many Keuka or Seneca Lake wineries that she highlights in her Wine and Dime Podcast.