Ep 187 – From Crisis to Clarity: AJ Jones on Life After 2x Heart Attack

Ep. 187: From Crisis to Clarity – AJ Jones on Life and Career After a Heart Attack

Patti Brennan, CEO (00:02.659)

everybody, welcome to the Patti Brennan Show. Whether you have $20 or $200 million, this

show is for those of you who want to protect, grow, and use your assets to live your very best

lives. I am so excited about today’s podcast because what we’re doing here at Key Financial is we

have a theme for every month.

I just received the certified exit planning advisor designation, which is really a terrible name for

the designation. It’s about exit planning, but it’s really not. It’s really a program. It’s like drinking

water from a fire hose. And I learned in the program how to manage my business in a way so that

we are ready for anything. And they talk about the three legs of the stool.

Am I ready personally, individually? Is my family ready? Is the business ready to go on without

me? And are we financially ready? How much do we need if we are going to have a liquidity

event, et cetera? Most financial advisors, like us, come in after the fact. After the business is sold,

they get the cash, they set up the portfolio, figure out the cash flow, the taxes, the estate plan.

That’s too late.

What I learned from the CEPA program is, first of all, only 20 to 30 percent of businesses that go

up for sale actually get sold, and those owners who did sell got a lot less than they anticipated. a

year later, 75 percent profoundly regretted selling their business. So we’re going to learn today

why that might be and what

share some of the things that we learned in the CEPA program. the question is what happens

when you are no longer part of this business, right? What happens if it disappears entirely? As

much as we all want to hope that we can control the timing and the terms of our exit, let’s face it,

things happen.Patti Brennan, CEO (02:22.753)

We had an experience with a business here locally that had a valuation of $30 million. They got

the valuation, they got their baseline, and yet the owner passed away very suddenly. The value of

that business halved because while they had done the beginning of it, the business itself wasn’t

ready for the transition. So, you know, let’s stop kidding ourselves.

whether we want to admit it or not, it is an undeniable fact that whether we are business owners,

whether we are working in a company, whether we are a doctor or a lawyer, there will be a point

in time when there’s going to be a transition. So let’s stop kidding ourselves and let’s get

ourselves ready. So joining me today is AJ Jones. He is the founder of More.

And AJ, I’m gonna let you explain to our listeners and people watching today what Moore is all

about. I will just tell you a story. One of our own clients sold their business about five years ago.

a couple months after, I will tell you AJ, he called me and he said, Patti, he said, do you know of

any organizations for people like me who sold their businesses and just wanna…

kind of group therapy, talk to other business owners who went through the same thing, things

that I’m going through right now. And I had to sell them, tell them, pretend his name is Jim. Jim,

actually I don’t really know of any organization like that. And then I met you at a conference.

You and I were sitting at the head table. And folks, for those of you who are watching and

listening, AJ Jones is the coolest guy on earth. It was literally

two minutes and there was no superficial talk we got deep and real right away and I love that

about you AJ. So I wonder if you can help. Why don’t you kind of frame this tell us your story

because you’ve got quite the story.

Adrian Jones (04:28.065)

Well, Patti, thank you so much for that intro. And the feeling is entirely mutual. It’s not often you

go to a conference and you sit next to someone, total stranger, and really connect on a very deepand authentic level. And you and I did that. And I’ve just been so grateful for that chance

meeting. And I’m grateful for our friendship and partnership. So thank you so much for having

me. Yeah. So I guess the question is, what’s my story, right? And how I got here.

Patti Brennan, CEO (04:43.117)

Mmm.

Adrian Jones (04:58.025)

And for your listeners, I was in financial services and wealth and asset management. I worked at

firms like Wells Fargo and BlackRock and Charles Schwab.

Patti Brennan, CEO (05:08.899)

And if I can interject, AJ was the man in those companies. He was extremely well respected,

very successful, however we all want to define that. He is amazing. So just so that you all know,

we are really lucky to have AJ Jones on this program today.

Adrian Jones (05:29.867)

I’m extremely flattered to hear you say that. Thank you so much. There’s always things I could

do better. I’m sure no doubt about it. you know, we’re all a project that I’m certainly definitely

one. But I will tell you, I want to go back in time for a minute. It was October 8 2016. At the

time I lived in Marin County, California, which is just over the Golden Gate Bridge from San

Francisco, just to paint a picture for your listeners.

Patti Brennan, CEO (05:37.336)

We’re all a project, right? We are.

Patti Brennan, CEO (05:56.781)

Thank you.Adrian Jones (05:57.678)

I commuted three hours a day in and out of the city to get to work. And that was my normal. My

wife and I were raising our kids and this was my life. And I had nice compensation and I was

able to do some impactful things for the businesses and my employers for whom I worked. That

October 8th was a Saturday, a quintessentially beautiful fall morning in Northern California. And

I went mountain biking with three friends of mine.

And it was on this mountain bike ride that I suffered a massive widow maker heart attack. A full

blown and I, none of us knew it at the time. I lost all the strength in my legs. I became incredibly

nauseous. I want to keep it polite, but you can only imagine there was a lot of vomiting and

distress. Eventually a pain set in my chest. And I at the time thought it was due to sushi that I had

a father daughter.

Patti Brennan, CEO (06:29.257)

no!

Patti Brennan, CEO (06:42.275)

Thank you.

Adrian Jones (06:52.609)

dinner the night before. So I thought I just drew the short straw and had sashimi with a side of

bacteria instead of a side of wasabi or something. And so that was that was my mental model as

this was all happening. And then my fingers my index and pinky fingers and both hands went

tingly numb. And at that time, we were able to get to the bottom of the trail. And my friend had a

car there. He whisked me to the hospital where that that

Patti Brennan, CEO (06:59.619)

Yeah.Adrian Jones (07:19.201)

the nurses and the ER team wasted no time putting defibrillators on my chest and getting me into

the cath lab, where they proceeded to basically save my life. When I was on the operating table,

my left anterior descending artery was fully occluded. When I got out of the hospital, I was put

on leave from work for four months. And I was very grateful for that. I would lay in bed stare at

the ceiling, quite frankly, Patti, and wonder why I survived you don’t

Patti Brennan, CEO (07:32.108)

my God.

Patti Brennan, CEO (07:42.819)

Yeah.

Adrian Jones (07:48.696)

have a widow maker up on the trails on your mountain bike and walk out of it very often. I am

one of the lucky ones. I’m grateful to be here every day, as I hope we all are. But as I laid in bed

and wonder why I survived, what do I do next? Like, I don’t know, I don’t have any training in

being a heart attack survivor. Where do I go? And what do do with this? I’d ask the universe.

Patti Brennan, CEO (08:00.388)

Thank you.

Adrian Jones (08:10.497)

What do I do? Do I go back to my job and that commute? Do I resign and try to write the next

great American novel or become a teacher or stay at home dad or kids were in middle school at

the time. And the universe answered use your story to help and inspire people. And for me, I had

no idea how I was going to do that. But it was a mission that I grabbed on to like this is it. Thismakes all the sense in the world. I had been very busy doing doing corporate strategy for the

firms I mentioned, oftentimes,

outside of the Wells Fargo world, but with the other two in the asset management space,

promoting and selling and distributing 40 act products, mutual funds and exchange traded funds.

But suddenly everything had shifted for me and my, my soul was centered now around how do I

help people? And it was a glorious sensation. Like this is it. Now I think I know what I can do

with myself. It’s very clear, but I don’t know how to get there. And so quite frankly,

Patti Brennan, CEO (08:48.576)

On your mark.

Adrian Jones (09:07.955)

I went back to work and realized that it wasn’t for me. And so I resigned and a friend of mine

worked for an RIA, registered investment advisor, and asked me to, very kindly offered me the

job to help him with some strategy work. And I started to figure out this whole help and inspire

others category and what to do. And so I started to blog. I started to do some public speaking for

the American Heart Association. And ultimately I was centered around

three things, heart disease prevention and awareness. Whoops, I’m making funny symbols here

on the screen with my fingers. Didn’t mean to do that. Two was around adoptee reunion and

advocacy. I’m an adoptee and as a result of my heart attack, I found my biological family and that

story in and of itself is a, I’m very blessed. It’s a Hallmark movie, if you will. Very, very

wonderful reunion. And then the third piece was about finding yourself and being true to who

you are.

Patti Brennan, CEO (09:42.199)

That’s okay.Adrian Jones (10:05.805)

With time, I launched a podcast myself called Profound Awesomeness, just a nights and

weekends project during COVID and ultimately decided that it was time to really jump into this

space of helping people. So I created a business called More and More is a platform. It’s a career

transformation and wellness platform that is based around, it’s a destination for, as we like to say,

accomplished professionals at a crossroads.

Patti Brennan, CEO (10:29.474)

Boom.

Adrian Jones (10:30.509)

And we launched this business, believe this or not, Patti, we launched this business last January

in January, 2024. In April of last year, I came home from the gym, Saturday, April 13th, to an

empty house. And no sooner had I walked in the door than I experienced my second

Widowmaker heart attack. I called my wife and she said, what are you doing? Call 911. I called

911. It was a three minute and 40 second call till I heard lights and sirens outside my house.

Patti Brennan, CEO (10:49.784)

Wow.

Adrian Jones (11:00.077)

And it wasn’t long before I was in the cabin of the ambulance in a code three situation, which is

pretty dire. And they got me to the hospital with lights and sirens and horns blaring and all the

things racing through all the intersections. And I’m just, again, very grateful to be here. But that’s

steeled and fortified my desire to continue on this path that I have unfinished business to do. And

so I’m Moore committed than ever to the Moore mission and just helping people.

find clarity and courage and confidence to find and discover their next chapter.Patti Brennan, CEO (11:34.487)

which is incredible that you used your health experiences, the tragedies that you had to live

through. guys and girls who are listening and watching this program, a widow maker is no joke.

People do not survive widow makers. The left hand, the LAD artery that AJ referred to is where

the blockage is and if you get a numbilis from there,

You’re a dead duck, I hate to tell you. So take care of your hearts. It’s amazing that you survived

not just one, but two of them. It’s crazy AJ, amazing. And we’re so grateful that you did so that

you could bring your mission out to all of us. So let’s start here. Why do so many people, why do

you think so many people struggle when they, after they’ve made that transition?

And what I am so fascinated with is that you are so much like most of the people who are

listening and watching our program today. You were a grinder. You’ve got grit. You’ve got that

resilience. You kept going and you moved up that corporate ladder. And you were, like I said,

you were the man. And you still are, by the way. And I’m just curious.

being of that same mentality, etc., why do you think so many people struggle as they transition

out of that rat race?

Adrian Jones (13:10.893)

You know, I was talking to a friend of mine who’s in just hit his sixties, very successful in the

bankruptcy space. And I was asking him this question. I’m like, you could absolutely retire

tomorrow with all the everything you need. And I don’t, know, you could play golf every day. He

loves golf and all these things. And he said, AJ, I don’t know if I’d be relevant anymore. And that

really hit me hard. And I think it’s kind of a lead into your question.

Patti Brennan, CEO (13:34.849)

Right.Adrian Jones (13:40.014)

I think a lot of people do struggle with what is my relevance. We’ve been so wired to drive

towards some outcome, some goal, whether it’s a successful business that I’ve created, or to get

to the C suite or the EVP level or or managing partner of the law firm or whatever it is. And it

comes with a massive cost. And we’ve sacrificed other elements of our life. And then when the

thing we

been most obsessed with and most nurtured around is gone. We don’t know what to do. And

we’re lost. And I think this is, I hate to, I hate to see that. And I, I, one of my mortal enemies,

Patti, is this notion of suffering in silence. If what I do with Moore can help people not suffer in

silence. No one sits down in the morning and has a cup of coffee and says, you know, honey, I’m

suffering in silence today, but we all know what it means, I believe. And if we could solve for

that,

Patti Brennan, CEO (14:13.923)

Right.

Patti Brennan, CEO (14:36.067)

Let’s go forward, right. I tell everybody, here’s the deal. Pain is inevitable. Suffering is optional.

That’s the purpose of our program today, to teach people how they don’t have to suffer. Don’t do

that to yourself. Let’s just get prepared for that step thing that is inevitable at some point in our

lives. We’re going to stop kidding ourselves. We are going to get older. Things are going to

happen.

Adrian Jones (14:38.4)

Let’s go for it.

Patti Brennan, CEO (15:05.441)and I love the platform. You know, when we were talking, and by the way, to kind of summarize

what you just said, what I’m hearing is that people lose their sense of purpose and their daily

structure. There’s a shift in their social connections and they kind of find themselves now what?

mean, yeah, your friend might love golf, but there’s just so much golf he’s going to be able to

play. There are so many places he’s going to travel. The idea that retirement or

stopping work is you know you’re on a bike with your significant other who really doesn’t want

you around all day long. It’s just it’s a fairy tale right so you have a unique way of describing the

asset allocation or the you know I think you call that the personal wealth platform. Can you tell

us Moore about that?

Adrian Jones (15:59.583)

Absolutely. And for speaking to a successful advisor like you, I’m excited to talk about asset

allocations and overweight and underweight of these allocations. So I call it the personal wealth

portfolio. And I’m going to ask our listeners to sort of come on this journey with me and just

think about life, if you will, in three asset classes for this process. The first is financial capital.

This is savings, wealth,

that dare say accumulation of things, possessions. That’s bucket asset allocation one financial

capital. The other asset class is social capital. This is your relationships, your connections to your

community, you’re working with mentors, working with others, maybe as a mentor yourself or a

volunteer. And then the third

asset class is personal capital. And this would be things like health, and your legacy and your

passion projects, and things that truly lights you up beyond making a nice paycheck. Right. And

so those would be the three asset classes, financial capital, social capital, and personal capital.

And I think in life, as we look around, if we’re being one of the things I talk a lot about it Moore,

one of the core core core tenants is radical honesty.

Patti Brennan, CEO (17:09.485)

Mm.Patti Brennan, CEO (17:27.395)

Hmm. Yes.

Adrian Jones (17:27.626)

with yourself. This is where you’ve got to really take off all of the masks that you wear, the

expectations that are around you, just shove them to the side and look hard and deep inside

what’s really important and who you really are and what your behavior patterns ultimately are

presenting. And I think for the high achievers and the super focused, we tend to overweight that

financial capital bucket, right? We put a lot of time and we invest a lot there.

at the risk of the social capital asset class and the personal capital asset class. I think and what I

what I argue for is that those asset classes have to be much Moore balanced. And you have to

some out of the financial capital and redeploy it into those other two asset classes. And I think

with life and where what stage in life, these asset classes are going to shift, I don’t know that I

would say they are locked in, it’s a third, a third, a third.

It’s evolutionary, they evolve with what’s happening in your life. But I would ask people to really

be honest, like, where are you at? If you have your wake hours during the week, where are you

spending your time? Yes, work takes up a lot of hours, but are you investing and committing to

those other asset classes? And if you’ve if you’ve avoided those other two asset classes through

life, suddenly when the financial capital asset classes not existed in that way anymore,

kind of left going, so anyways, yeah, go ahead, Patti.

Patti Brennan, CEO (19:00.513)

Right. And to your point, you know, I’ve basically told my kids, know, tell my kids to have a

friend, you have to be a friend. And you have to show up for people. Show up for your

community. You just can’t say these things. You have to show up and invest in those other areasto create Moore balance in your lives. And it’s okay. We all go through different seasons of life.

Early in my career,

I had no balance. had my work and then I had my family. have four children and that had to be

okay right then because there’s just so much bandwidth each of us has. And slowly over time I

realized that I needed to add some of those other areas and so I did. You know, the community

teaching CCD, bringing my kids to be student teachers, things of that nature. And just had to get

creative to be able to do those things to create Moore balance.

In the end, I look back at some of those choices, I’m really glad that I made them because we’re

still a part of that community, because we showed up. And I love the way you frame it in terms

of the asset allocation, and you’ve lived it, haven’t you? You’ve experienced what it’s like not to

have your health, and to really have to hyper-focus and overweight that particular area to get

yourself back.

on sound footing. Right?

Adrian Jones (20:32.14)

Absolutely, Absolutely. And I had to, I had to trim my exposure in the first bucket, the financial

capital bucket to because you speak of if we put health in the personal capital. Yeah, that was a

massive asset class I needed to invest in. think one thing I’d like to add, Patti is you one of the,

and this is on Moore’s website, we talk about our methodology there. And one of the first things

that we talk about is establishing self compassion.

Patti Brennan, CEO (20:37.475)

Thank

Adrian Jones (21:01.356)when you’re entering transition, or you’re looking for some transfer seeking transformation and

change in what you’re doing. And I’m, you know, I think this can be applied to a lot of things in

life. We start it Moore with with career, but career and life are so intertwined. But that first step

around self compassion, I think we don’t often give ourselves that space. And it’s a little woo

woo, probably for a lot of the listeners here, but it’s so important to understand that you’re

Patti Brennan, CEO (21:14.627)

Thanks a lot.

Adrian Jones (21:30.272)

We are humans were projects, as you said at the top of the show, like, it’s okay, it’s okay to not

have the answers. It’s okay to take a timeout to go for a walk and unplug and just be with

yourself. It’s okay. And once you get you can’t build a house on a shaky foundation, right? We

know this. So that self compassion is getting that foundation nice and solid. And then we built

from there. And I think for people who’ve sold their business and they’re struggling, like, it’s

okay, like practice some self compassion for yourself.

Patti Brennan, CEO (21:46.775)

Yes.

Patti Brennan, CEO (21:56.068)

Exactly. Be kind to yourself because other people have gone through it. There’s mentors out

there. There’s Moore. Learn from others. That’s how I’ve gotten for life. I love that idea of self-

compassion too because we’re so hard on ourselves. We’ve all got imposter syndrome. When you

and I met, we were sitting at the head table

Adrian Jones (22:00.758)

That’s right.Adrian Jones (22:12.552)

So hard.

Patti Brennan, CEO (22:19.477)

at the Dow Jones Barron’s Conference, I’m thinking to myself, what am I doing here at the head

table at the Barron’s Conference? And I don’t believe my own press. I just am a nurse, a former

nurse who slowly but surely learned that the most important thing that I needed to do is get great

people on my team to be an extension of this thing that we’ve built over time. And it’s really,

really important.

to be compassionate with ourselves. most people aren’t. Most people listening and watching this

show, they’re drivers, right? They’ve got resilience, they’ve got grit. What’s all this fluffy stuff

about, right? And yet it’s not fluffy because whether we realize it or not, we’re gonna self-

sabotage. And that hurts not only ourselves, but everybody around us.

and it takes somebody like UAJ to call us out on it. Fortunately, in my experience, I had a

colleague of mine call me out and I’ve been working on it ever since.

Adrian Jones (23:27.968)

Well, I tell you what, and we talked about this earlier. I really hope that people take a look in the

mirror and understand the pressure that they’re putting on themselves and please intervene before

you have what happened to me twice. Like it’s not worth it. It’s really not worth the cost. There’s

a way you can change the dials in your life or the asset allocation classes like we talked about to

get the balance and to go easy on yourself. So important.

Patti Brennan, CEO (23:42.605)

Fuck you, man.

Patti Brennan, CEO (23:46.669)Yeah.

Patti Brennan, CEO (23:57.764)

So AJ, what would you suggest, what are three steps that, whether they’re a business owner,

they’re an attorney, a doctor, working at a high level in a corporation, what are the three steps that

listeners should take today if they want to set themselves up for success in that next season of

life?

Adrian Jones (24:20.788)

Yeah. So here’s, here’s what I would say. The first thing I would do is really do a holistic and

using that element of radical honesty. What are the core values in your life? Whatever they are,

and the values you had when you started your career.

Patti Brennan, CEO (24:33.987)

Thank you.

Adrian Jones (24:41.804)

probably I’m guessing would not be the values that you hold dear now your non negotiables. And

I think that that is massively important. When I, you know, Patti, I wrote last summer after my

second heart attack, I wrote a book and it’s gonna be coming out next year. And when I sat there

in my garden post heart attack number two, I asked myself like, where’s the source of joy? Like

I’ve touched death store twice, and I should know some things about survivor.

Patti Brennan, CEO (25:04.152)

Yeah.

Adrian Jones (25:08.734)ship and what’s really, really, really important. And what I came to the conclusion was, quite

frankly, is that when we get truly authentic and honor our authentic selves, and express that

authenticity in the way that honors it, we will have be so much freer and in and can find a flow or

state potentially, hopefully for people. And so that led me to create the methodology that is

ultimately Moore’s methodology now. So first step to answer your question values.

get really real with, you know, develop a list of your five values, whatever they are learning, fun,

travel, responsibility, whatever they are, write them down. Number two is, once you’ve done that,

you have to understand what does success look like for you going forward. This is such a critical

thing. I think we’re so used to climbing a certain ladder.

And we have traditional markers of success of achievement, accomplishment, prestige,

recognition, the top 10 lists, best advisor, whatever it is, that authentic success needs to be

different. Once you’ve listened and tuned into yourself, which is hard to do, it takes time, it’s not

going to happen in five minutes. What are your markers Moore time with family? I’m going to

start painting as an expression of something within that has to come out. I don’t know, whatever

it is.

Patti Brennan, CEO (26:17.443)

Thank

Adrian Jones (26:33.888)

that’s vitally important. And you work that into your life. Like my success markers aren’t 10

bazillion dollars in savings. It’s actually a few Moore hours a week with my family and

volunteering for a charity or sitting on a board and on, you know, unpaid nonprofit board for

something that you care deeply about, whatever it is. So I think those are, are, are, are two of the

first steps. And then I think, what’s, which I firmly believe in is finding the community of others.

who are going through transformation and transition as well. think we are all too often lone

wolfing things. And if you look at people who go through transitions and transformations, they

can be facilitated through the support of others in a great community. So if you look at peoplewho are recovering from alcohol, right, there’s a or pregnant mothers for the first time, like new

mommy groups or

Patti Brennan, CEO (27:23.683)

Yeah.

Adrian Jones (27:30.412)

newly divorced dads groups, whatever the transit transition is, I think those groups can really

help to provide support can provide social proof can be help with accountability can be a

shoulder to cry on when needed. So those would be my that would be my three step plan for you.

Patti Brennan, CEO (27:47.391)

love that, and I love that last one, finding community, because it is so important. You brought up

the 12-step programs. I’m part of a family group, parents of kids who have gone through

addictions. And it’s ironic because our kids are all recovering, and that’s a process in and of itself.

We were together during our crises, and we helped each other, and we continue to go back.

to these meetings, to help other parents who are currently going through it. It’s an incredible

thing. again, we all have this feeling like we want to belong to something and have meaning and

have purpose and make a difference in other people’s lives. And what’s interesting about that is

that my life has gotten so complicated. I haven’t been able to go to the meetings. And I was

texting my friends who helped my husband and I get through our most difficult time. And it’s like

a warm blanket.

I’m so excited to get together with all these people because like it was with you AJ, there’s no

superficial stuff, right? They saw us at our worst moments. They saw the chaos, the dysfunction,

and we were able to get through it because of those people, because they had been through it.

these programs, they don’t necessarily give advice, they just talk about what they did to get

through it. And some of the parents even, we haveAdrian Jones (28:56.736)

Mm-hmm.

Patti Brennan, CEO (29:15.688)

one mom who’s lost two daughters to addiction. And she comes to meetings and her message is,

here’s what I did wrong, don’t do that. anyway, it’s a really, belonging to a community, you’re

right, we learn so much from each other and it’s good for our souls. And you’ve got the

community, you’re building it, you’ve got a retreat coming up, I know it in November, right? Tell

us Moore about that, what’s your plan for that?

Adrian Jones (29:19.88)

no.

Patti Brennan, CEO (29:44.916)

I love the way you described it to me because it is very different than most most programs.

Adrian Jones (29:49.933)

Thanks for saying that, Patti. Yeah, thanks for that plug. So we are heading to Costa Rica here in

November. And we do have some seats available if anyone is interested. But our approach at

Moore is one of the key tenets to Moore is helping people, you know, action oriented. We think

of like our target audience, their accomplished professionals, their achievers, all the things. There

is some

woo woo that we do it Moore like I talked about established self compassion and stuff like that

and a lot of inward looking stuff. But then it’s about moving forward and helping you move

forward with confidence, clarity and courage. So the retreat is actually it’s a week in Costa Rica.

And it’s an what I like to say it’s an exploration in the truest definition of the word. Both we are

there we’re exploring we’re to be going into the blue zones meeting with entrepreneurs down

there. But then each day is capped with one of the phases of Moore’s methodology. ButPatti Brennan, CEO (30:19.062)

Yeah.

Adrian Jones (30:46.196)

what I think ultimately where we were talking that you’re responding to was this is our

approaches of before, during and after approach. So before you get there, we’re going to be doing

workshops starting in October around values around limiting beliefs. So you’re already your

gears are moving and you’ve done a lot of soul work before you’ve touched down in Liberia

airport. And then we go through the seven days down there. And when you come home, we have

accountability meetings with you.

myself and another coach from the Moore platform to help you feel, you know, supported. You’ll

obviously have your retreat participants will be part of your cohort to support you. We just talked

about community. And then we will help just keep you on track, whatever that step is a micro

step, a massive bold leap, whatever it is, let’s let’s help you take that because momentum begets

momentum, as I think we all know, in whatever direction and just get you moving and out of

that.

beautiful space in Costa Rica, where you might have had some great aha, epiphany, or whatever

that is for you. Let’s make it happen. Let’s not lose it there on the shores of the ocean in in Costa

Rica.

Patti Brennan, CEO (31:54.589)

that concept and it’s action-oriented. Sure there’s going to be some fluff but I have learned that

whenever I go to a conference, whenever I learn something, when I’m on the airplane flying

home I’m reviewing my notes and I’m making decisions. What am I going to act on? Right away

because otherwise to your point it gets lost and I love the way that you follow through and you

support. I think that is so important.So AJ Jones, thank you so much for joining me today. Thank you for talking about giving us

your story and talking about a vulnerable period in your life because many people are going

through the same thing. thanks, and by the way, thanks to all of you who are tuned in and are

listening. If our conversation today has sparked some soul searching, go to our website at

keyfinancialinc.com.

we have something new on the website. a tab called the Vitality Hub and we are going to be

putting resources on the Vitality Hub that really will help you with tools and strategies and

resources like AJ Jones and Moore that you can tap into yourselves. Don’t kid yourself. You’re

going to go through something eventually. Set yourself up for success

in life just as you have in your careers. I am Patti Brennan. Thank you so much for joining us

today. Again, we’re Key Financial Wealth Management with wisdom and care. And AJ Jones,

thank you so much for the love and care you’ve extended to me over the years, as well as all of

our listeners today. Thanks so much.

Adrian Jones (33:40.662)

Thank you, Patti. Thank you so much for having me. And if I could just say one thing, as you’re

talking, you are not the light at the end of the tunnel. I see you as a light in the tunnel going

through it, showing the way. And it’s very powerful in the time that I’ve gotten to know you, that

this is sort of your role for people. it’s just, you’re wonderful. It’s just been a great opportunity to

speak with you and get to know you. Thank you so much.

Patti Brennan, CEO (34:00.482)

Yeah.

Patti Brennan, CEO (34:04.684)

Thank you, AJ. Thank you for saying that. That made my month, I will tell you. thank you for

joining me today and thanks to all of you as well. Take care.