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Defining Where You Are In A Process, with Katie Ridland

After eight years of apprenticing at her father’s financial planning business in Scotland, Katie Ridland bought the company. Now, 13 years later, she’s the head of a successful team of all women, and is also taking the time to educate students about budgeting. In this episode, Katie tells Dan Sullivan about the emphasis of her work life and how she uses what she’s learned from Strategic Coach.

Here’s some of what you’ll learn in this episode:

  • The thinking tool Katie uses to keep her team members positive and motivated.
  • The importance of financial education to financial freedom.
  • What you can do for someone who you recognize doesn’t know what they’re doing.
  • The way to look back that will keep you motivated moving forward.

Show Notes: 

  • Many people of a certain generation went into debt because no one taught them how to responsibly use credit cards.
  • When you have a lot of ideas, there’s the challenge of making them all happen.
  • When you’re moving toward a goal, you’re always looking at the destination.
  • As soon as you reach a goal, there’s always another goal.
  • Every time you move onto a new project, you’re building on what you’ve already gained.


  • "Bad news is a chance to create unique solutions and unique value for clients." - Dan Sullivan
  • "I haven't ever met anybody who in seeing the horizon and running towards it, ever reached the horizon." - Dan Sullivan
  • "There's always another goal. But what I've learned to do is to look in the rear view mirror so that I can really see how far I've come. And I find that incredibly motivating because I don't feel I'm starting from zero." - Katie Ridland 
  • "I'll figure out if I can swim once I've jumped in." - Katie Ridland
  • "I think it's important that the gap isn't seen as a negative, because if everything was perfect, we wouldn't advance."  - Katie Ridland


The Gap And The Gain represents a way of looking at all of life  either from the negative perspective of being in The Gap or from the positive vantage point of recognizing The Gain. One leads to unhappiness, the other to a satisfying life and, always, an increased sense of confidence. 

Which perspective do you choose?