Listen "You Deserve a Wealth Management Planning Process!"
Episode Synopsis
Welcome to the inaugural episode of Wealth, Health, and Other Things You Should Know! To kick things off on this series, we want to identify one of the biggest issues facing affluent families and business owners in today's world. There are too many people without a proper wealth management planning process and it's leaving a massively negative impact on their financial well-being. Life isn't getting easier. In fact, it's getting more complex. Join us for a great conversation that highlights the importance of incorporating a wealth management planning process into your life and how it can set you up for personal and financial success!Timecodes:0:06 - Introduction and overview on the show1:30 - The big problem facing so many people these days2:20 - Why not having a wealth management planning process is such an issue4:22 - The ripple effect of not having a wealth management planning process6:07 - How this can impact your business specifically7:36 - How life could be so much better if you incorporated a proven process into your world10:12 - Who is Brian Buetel? 15:24 - What does a true wealth management process look like? 17:48 - Advanced planning and where this comes into play19:25 - Advice on how you can begin implementing a wealth management process 22:40 - Examples of people Brian has worked with and implemented this process for26:30 - How you can get in touch with Brian and his team28:27 - Closing remarksConnect with Brian and Cameron Buetel:WebsiteLinkedIn
More episodes of the podcast Wealth, Health, and Other Things You Should Know
Selling Your Business? You Need a Plan!
14/03/2024
Leave a Legacy, Not a Mess!
18/12/2023
Have You Outgrown Your Current Advisor?
27/06/2023
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.