Mindful Mavericks Podcast

by Summer Morris, CPA & Health Coach

I’m Summer Morris, CPA. Ex-corporate accounting girl and health coach - turn CEO of a multi-six-figure business while helping others build financial security and a better quality of life.

It wasn't that long ago I lacked the confidence, the right plan, and time to focus on growing my small but mighty business. 

Fast forward past many failures and lessons learned, and you'll see the healthier bu ... 

 ...  Read more

Podcast episodes

  • Season 1

  • #7 Niching Down To Up Your Profits (Part 2) - How To Identify Your Ideal Customer

    #7 Niching Down To Up Your Profits (Part 2) - How To Identify Your Ideal Customer

    Understanding your ideal customer can SIGNIFICANTLY impact your business in many ways. It creates greater clarity when developing your services or products,...your marketing strategy,...and your communication with…and service to…your customers. Today’s episode is part 2 of the Niching Down To Up Your Profits series. In it, we'll discuss how narrowing down WHO YOU SERVE, meaning serving only your ideal customers (and saying NO to others who aren’t a good fit), can increase customer satisfaction, productivity, and profitability. We’ll also get you started on identifying WHO your ideal customer is. As a bonus, to help you identify your ideal customer, I created a free downloadable workbook for the Niching Down To Up Your Profits series that goes hand-in-hand with this episode. You can download it summermorris.com/7

  • #6 Niching Down To Up Your Profits (Part 1) Narrowing Your Scope of Services for Greater Profitability

    #6 Niching Down To Up Your Profits (Part 1) Narrowing Your Scope of Services for Greater Profitability

    Today's episode is the first segment in a Niching Down To Up Your Profits series. We’re exploring the powerful concept of narrowing your scope of services (or the products you offer) and how this can lead to better client relationships, increased efficiency, and, ultimately, higher profits for your business. Narrowing your offerings can help YOU become the go-to expert, make your marketing efforts more successful with higher conversion rates, and more. Next week, in part 2, we'll discuss how narrowing down WHO YOU SERVE, meaning serving only your ideal customers (and saying NO to the others that don’t fit your parameters), can also increase your customer satisfaction, productivity, and profitability. I’ll also help you start identifying WHO your ideal customer is. As a bonus, I created a free downloadable workbook for the Niching Down To Up Your Profits series that goes hand-in-hand with this episode. You can download it at summermorris.com/6 Do you have a business, health, or money question you'd like me to answer on the podcast? Email your question to podcast@summermorris.com

  • #5 Setting Healthy Boundaries And Saying No To Customers

    #5 Setting Healthy Boundaries And Saying No To Customers

    Setting healthy boundaries and saying no to customers is essential for maintaining a healthy work-life balance and preserving physical and mental well-being. I understand it can be challenging to navigate relationships with customers. Setting personal boundaries can sometimes lead to resistance from others, as they may not be accustomed to these new boundaries or may feel challenged by them. It is natural for people to push back when they sense a shift in dynamics or expectations. But with the right approach, you can communicate your needs effectively and establish clear boundaries. As a bonus, I created a free downloadable workbook for Setting Healthy Boundaries & Saying No To Customers that goes hand-in-hand with this episode. You can download it at summermorris.com/5

  • #4 How To Get Out Of Your Own Way (By Overcoming Self Sabotage)

    #4 How To Get Out Of Your Own Way (By Overcoming Self Sabotage)

    Let’s dive into a topic I help my coaching clients better understand so you can begin to break the unhealthy patterns that keep you from feeling better and living the life you want. We’re talking about how to get out of our way by identifying and overcoming self sabotage. Self sabotage: the act or habit of behaving in a way that interferes directly with one’s own goals, well-being, relationships, etc., as by comfort eating, procrastination, or lashing out at others Bonus handout at summermorris.com/4

  • #3 Seven Tips To Achieve Your Goals For Good

    #3 Seven Tips To Achieve Your Goals For Good

    Welcome to today's episode of the Mindful Mavericks Podcast. Today, I’m sharing seven tips for achieving your goals and making your desired outcome inevitable.  These tips build on the content I shared in the past two episodes. If you haven’t had a chance to listen to episodes 1 and 2, you can find them at summermorris.com/podcast. So whether you aim to get healthier, improve your finances, or turn your passion into a profitable side hustle, these tips can help you stay focused, motivated, and on the right path. Seven tips to achieve your goals for good. Tip # 1: Set Clear and Specific Goals Tip #2: Create an Action Plan…for ONLY 3 goals Tip #3: Believe. Tip #4: Be Consistent Tip #5: Surround Yourself with Positive Influences Tip #6: Stay Accountable Tip #7: Celebrate Your Wins I have these tips, plus a few more, to help you achieve your goals on this episode’s handout that you can find at summermorris.com/3