How to create Leverage with AI | Jayson Lowe
"We don't want to use AI to replace people in our organization! Where do we see AI being our best copilot? Seated right next to us to help us do things faster, better, cheaper." - Jayson Lowe Episode 20 In this episode, we sit down with Jayson Lowe, the CEO of Ascendant Financial and an entrepreneur who has built an impressive 13 companies. Jayson shares his remarkable journey, from his early leadership experiences to becoming a champion of financial education through the concept of becoming your own banker. We explore the personal and professional challenges he faced, including the emotional weight of losing loved ones and the impact it had on his work and life. Jayson talks about the pivotal moments that shaped him, such as when he built a multimillion-dollar business inside a large corporation and later transitioned to entrepreneurship. Jayson delves into his philosophy on leadership, explaining how important it is to surround yourself with great people and develop chemistry in teams to achieve success. His experience leading a turnaround effort at a struggling location in Tampa, Florida, for a global company underscores his approach to leadership through commitment and belief in people. He shares how this experience not only transformed the company but also affirmed his understanding of what it takes to lead effectively. We also touch on the deeply personal side of Jayson’s journey, including the loss of his father and how grief shaped his perspective on life and work. Jayson emphasizes the importance of processing grief and seeking help when necessary, especially for those who tend to bury their emotions in their work. His candid discussion about workaholism and its effects provides valuable insights for high-performing entrepreneurs who often struggle with balance. Jayson also opens up about his shift into financial education and how he discovered the infinite banking concept. After attending a conference and learning about the power of this financial strategy, he began educating others and building a successful business around it. His entrepreneurial journey wasn’t without its challenges, including a major partnership breakup that led to the founding of Ascendant Financial. Despite the difficulties, Jayson’s resilience and forward-thinking attitude have allowed him to build a thriving business that serves clients across North America. The episode closes with a discussion on the role of technology in today’s business world. Jayson shares how Ascendant Financial has leveraged technology, particularly during the global pandemic, to automate processes and create efficiencies without replacing people. His commitment to using AI as a copilot to enhance team performance is a key takeaway for entrepreneurs looking to integrate technology in a meaningful way. Listeners will gain valuable lessons in leadership, resilience, personal growth, and the power of leveraging both people and technology to build a successful business. Jayson’s story is a testament to the strength of perseverance and the importance of staying focused on long-term goals while remaining adaptable in the face of change. To learn more about Jayson and his work, visit: Websites: https://www.ascendantfinancial.ca/ https://wealthonmainstreetcommunity.com/ LinkedIn: https://www.linkedin.com/in/jayson-lowe-11056620/?originalSubdomain=ca Instagram: https://www.instagram.com/learnwithjayson/?hl=en Facebook: https://www.facebook.com/thebankernextdoor 00:00 Moving for career, new environment, challenging leader...
Innovate & Overcome: Unleashing Potential
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Show Notes
"We don't want to use AI to replace people in our organization! Where do we see AI being our best copilot? Seated right next to us to help us do things faster, better, cheaper." - Jayson Lowe
Episode 20
In this episode, we sit down with Jayson Lowe, the CEO of Ascendant Financial and an entrepreneur who has built an impressive 13 companies. Jayson shares his remarkable journey, from his early leadership experiences to becoming a champion of financial education through the concept of becoming your own banker. We explore the personal and professional challenges he faced, including the emotional weight of losing loved ones and the impact it had on his work and life. Jayson talks about the pivotal moments that shaped him, such as when he built a multimillion-dollar business inside a large corporation and later transitioned to entrepreneurship.
Jayson delves into his philosophy on leadership, explaining how important it is to surround yourself with great people and develop chemistry in teams to achieve success. His experience leading a turnaround effort at a struggling location in Tampa, Florida, for a global company underscores his approach to leadership through commitment and belief in people. He shares how this experience not only transformed the company but also affirmed his understanding of what it takes to lead effectively.
We also touch on the deeply personal side of Jayson’s journey, including the loss of his father and how grief shaped his perspective on life and work. Jayson emphasizes the importance of processing grief and seeking help when necessary, especially for those who tend to bury their emotions in their work. His candid discussion about workaholism and its effects provides valuable insights for high-performing entrepreneurs who often struggle with balance.
Jayson also opens up about his shift into financial education and how he discovered the infinite banking concept. After attending a conference and learning about the power of this financial strategy, he began educating others and building a successful business around it. His entrepreneurial journey wasn’t without its challenges, including a major partnership breakup that led to the founding of Ascendant Financial. Despite the difficulties, Jayson’s resilience and forward-thinking attitude have allowed him to build a thriving business that serves clients across North America.
The episode closes with a discussion on the role of technology in today’s business world. Jayson shares how Ascendant Financial has leveraged technology, particularly during the global pandemic, to automate processes and create efficiencies without replacing people. His commitment to using AI as a copilot to enhance team performance is a key takeaway for entrepreneurs looking to integrate technology in a meaningful way.
Listeners will gain valuable lessons in leadership, resilience, personal growth, and the power of leveraging both people and technology to build a successful business. Jayson’s story is a testament to the strength of perseverance and the importance of staying focused on long-term goals while remaining adaptable in the face of change.
To learn more about Jayson and his work, visit:
Websites: https://www.ascendantfinancial.ca/ https://wealthonmainstreetcommunity.com/
LinkedIn: https://www.linkedin.com/in/jayson-lowe-11056620/?originalSubdomain=ca
Instagram: https://www.instagram.com/learnwithjayson/?hl=en
Facebook: https://www.facebook.com/thebankernextdoor
00:00 Moving for career, new environment, challenging leadership
09:07 Grief counseling: Process emotions, write, share aloud
19:05 Attended conference, learned concept, shared, implemented personally
21:10 Mentorship led to entrepreneurship despite initial struggles
26:24 Partner ended partnership; founded Ascendant Financial business
27:57 Leadership enabled team growth and personal development
32:11 Leveraging technology to innovate and optimize processes
36:40 Discussing Ascendant Financials digital transformation journey
38:28 Truth enables progress; choose to advance courageously
42:02 AI enhances business efficiency without replacing people
44:42 Streamlined meetings clarified core objectives efficiently
48:32 Excited by increasing future potential and possibilities
51:23 Join Main Street for financial habits inspiration.
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