TBL: 009 – Embracing the pay-it-forward mentality with Marc Shaffer, Searcy Financial

The Business Life podcast - Where success is a lifestyle, not a measurement.

Marc Shaffer - Principal at Searcy Financial in Overland Park, KSHave you ever met someone for the first time and knew that they were a mover and a shaker? That was the impression I got when I first met my guest on the podcast today, Marc Shaffer. Marc is financial advisor with Searcy Financial Services, Inc. in the Overland Park, KS (Kansas City) area.

As the new guy in town, Marc was eager to help me get acquainted with the local Rotary Club that I was joining, but also introduce me to several great business connections in the area too. Why? Because, that’s the type of person he is. As you’ll hear in this episode of the podcast, Marc has whole-heartedly embraced the “pay it forward” attitude. Not only has this contributed to his business success, it’s been a big, motivating factor in other areas of his lifestyle as well. As Marc says in the interview “the pay it forward mentality comes back ten-fold over the long term; you start doing that enough and people really start looking out for you.”

While so many of us understand this concept, it takes a conscious effort and a lot of patience to implement. Take a listen at how Marc has been able to stay focused on the pay-it-forward mentality, as well as other tips he has for business professionals looking to attain their vision.

Meet Marc Shaffer, Principal at Searcy Financial Services, Inc.

What I Stand For:
I specialize in helping my clients and their families achieve continuity in their financial planning through generations and achieve their vision of an ideal life by encouraging goal setting and active monitoring of their financial plans.

Outside of Work, You’ll Find Me:
As an active member of the Overland Park South Rotary Club, I contribute my time and energy to many philanthropic events. I also enjoy spending time mentoring those in the financial planning industry through the Kansas City Chapter of the Financial Planning Association.

I have completed three half marathons and am a team captain in the annual BikeMS bike rides, completing up to 182 miles across Missouri and Kansas to raise money for Multiple Sclerosis research. I enjoy sand volleyball, golf and hiking, and have done multiple-day hikes in Tibet, Peru, Iceland and Bhutan during my international travels with Adventure to Serve.

Favorite Quote:
Never let the things you want make you forget the things you have.

Professional Affiliations:
Marc is a member of the Kansas City Chapter of the Financial Planning Association. He has also served as President, Chairman of the Board, and Career Chairman, which helps individuals interested in pursuing careers in financial planning get connected into the community. Additionally, he assists in organizing the Kansas City Chapter Career Day.

Education and Certifications:

CFP® – Certified Financial Planning Professional
AIF® – Accredited Investment Fiduciary
EA – Enrolled Agent
Bachelor of Science in Personal Finance, Personal Financial Planning, Minors in Business Administration and Economics, Kansas State University

In the Community:
As Treasurer, past Chairman of the Board and Past President of the Overland Park South Rotary club, Marc contributes his time and energy to philanthropic events like the Jazz in the Woods festival at Corporate Woods. He is a former Chairman for Jazz in the Woods and SoJo Summerfest and a Paul Harris Fellow. He is also a member of Top Gun Kansas City and the Centurions Leadership Program of The Greater Kansas City Chamber of Commerce, a group that explores the opportunities and issues of the Kansas City metropolitan area.

Marc is a past president of the Human Ecology Alumni Advisory Board for K-State and is the incoming president for the Kansas State University Personal Financial Planning Advisory Board and the Kansas City K-State Alumni Planning Committee. He was awarded the 2011 KSU Entrepreneur Award which recognizes K-State alumni who have applied their knowledge as an owner of a business, and serve their community, profession and university. He was also chosen as the commencement speaker for the 2013 College of Human Ecology commencement ceremony.

In the Media:
As a speaker, Marc travelled to South China Normal University and other local universities in Guangzhou, China to speak about the economic impact of the emerging Chinese economy on the world. He participated in TD Ameritrade’s National Conference 2012 succession planning discussion panel and 2013 generational relationships panel. He has also spoken and served as a moderator at the 2012 National FPA Conference.

Marc was chosen by KC Magazine as a member of the 2010 class of ‘Rising Stars.’
He was also named a “Five Star Wealth Professional” in 2015, 16, 17 and 18.

Key takeaways from this episode:

  • The power of embracing the pay-it-forward mentality in your business and lifestyle.
  • Techniques for getting started and staying motivated to pay-it-forward each day.
  • How to get outside your comfort zone and not “confine yourself in a box” as a way to get closer to your end goals and vision.
  • Marc’s recommendations for the best business books.

Like this episode?


My email Community is a prosperous group of business professionals that engage, share and aspire to continuously improve their business and life.