What is a Wealth Strategist? with Mike Brevik

Wade Borth - Sage Wealth Strategy
04/06/2020 19 min Episodio 2
What is a Wealth Strategist? with Mike Brevik

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Episode Synopsis

Wade sits down with his marketing director (Mike Brevik from Cyberdogz) to discuss and explain what a Wealth Strategist is compared to a traditional financial advisor. Highlights What is a Wealth Strategist? - 0:39 A Wealth Strategist as a quarterback - 1:00 Investing money - 1:48 Creating a financial wealth plan - 4:38 Wade's goals and beliefs - 7:30 Caring about your financial future - 9:22 What a strong strategy looks like - 10:17 What control means for people - 14:12 Education is a process - 18:16   Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/  [email protected]   Connect with Mike Brevik [email protected]  https://www.cyberdogzltd.com/

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