The Influential Personal Brand Podcast Transforming Wealth Management for Entrepreneurs
May 13, 2025
Discover essential wealth management strategies tailored for entrepreneurs. Explore the vital pillars of protection, management, and growth while prioritizing experiences over mere money accumulation. Learn the importance of building a strong financial team and personalized tax strategies. Uncover the wealth waste calculator to assess potential financial losses and the benefits of fractional family offices. Finally, delve into conservative investment approaches and the power of using wealth to create positive societal changes.
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Essence of Wealth Management
- Wealth management boils down to protecting, managing, and growing money based on personal goals.
- Happiness from money comes from experiences with loved ones, buying back time, and giving away.
Evaluate and Upgrade Your Team
- Evaluate your professional team using clear criteria like education, specialty, experience, and personality.
- Consider upgrading to an expert-managed team to avoid managing multiple advisors yourself.
Stick to Investment Strategy
- Avoid investing based on excitement or 'possibilities' and instead focus on predictable, diversified investments.
- Develop and stick to a comprehensive investment strategy to keep your wealth.
