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Financial Education for Building Wealth with Jim Fairhall-Dicke and Chad Brookes

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Manage episode 360813076 series 2390433
Content provided by Jackson Millan, Jackson Millan The Wealth Mentor, and Sam Panetta. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jackson Millan, Jackson Millan The Wealth Mentor, and Sam Panetta or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

As the famous saying goes, "Knowledge is Wealth," and this statement holds when it comes to finance. Individuals who possess education and experience are more likely to make informed financial decisions that contribute to the growth of wealth and enable us to use our time efficiently. Considering the rapidly evolving economic landscape, how crucial is education to thrive in this dynamic environment?

In this episode, I have a wonderful discussion with my business partners, Jim Fairhall-Dicke and Chad Brookes, The Directors of Zenith Global Wealth Management and Aureus Financial Advisors. Our discussion revolves around financial strategies, advice, education, and the current state of the financial market in the year 2023.

Jim is a financial advisor with 20 years of experience in the industry. Throughout his career, Jim has gained extensive experience and expertise in creating and building wealth for his clients. Jim's commitment to his clients is unwavering, and he consistently goes above and beyond to provide superior service and financial advice. He holds a Master's Degree in Financial Planning and Services, which has equipped him with the best financial advice and strategies to help his clients achieve success.

Chad's passion for sharing knowledge with others and helping them create wealth is what inspired him to pursue a career in financial planning. Over the years, he has worked with numerous companies, providing expert financial advice and helping them to grow their wealth. He also holds a Master's Degree in Applied Finance, Investments, and Security, and is committed to staying up-to-date with the latest trends and developments in the financial industry.

Key Takeaways

  • What financial advice is and the key to great client engagement
  • What strategy and investment mean in working with a client
  • The Role of Education in the financial advice process
  • The advice process of retiree client
  • What it is like providing advice to business owners as clients
  • The nuances and misunderstandings when making a financial strategy
  • Key things to consider when working with financial advisors
  • “You need to be wealthy or ready to get the most value from” Is this true?
  • Chad and Jim’s view of the financial markets in 2023
  • What does “The Bank Run” means

Connect with Jim Fairhall-Dickie

Connect with Chad Brookes

Important Links

Grab his amazing FREE book: Open Everyday: Break Free of the Launch Cycle with a Simple System that makes New Sales Everyday

P.S Whenever you’re ready, here are 3 ways I can help you create more cash flow, more wealth and more time:

1. Get the 60-minute crash course

In our FREE Facebook Community, we have an on-ramp program that will help you map out your goals, review your foundations, get some quick runs on the board and get you excited again about your life and business. If you want to learn more, visit https://www.facebook.com/groups/thewealthmentorcommunity/

2. Join our Your Lifestyle Business Implementation Program and be a Case Study

I'm putting together a new business owner case study group this month... stay tuned for details. If you'd like to work with me on your scale plans... contact me on Messenger and comment the word 'Case Study' at https://www.messenger.com/t/jackson.millan

3. Book a Breakthrough Session

And if you ever want to get some 1:1 help, we can jump on the phone for a quick call, and brainstorm how to get you to remove cash flow bottlenecks and turn your business profits into personal wealth. contact me on Messenger and comment the word 'Breakthrough' at https://www.messenger.com/t/jackson.millan

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 360813076 series 2390433
Content provided by Jackson Millan, Jackson Millan The Wealth Mentor, and Sam Panetta. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jackson Millan, Jackson Millan The Wealth Mentor, and Sam Panetta or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

As the famous saying goes, "Knowledge is Wealth," and this statement holds when it comes to finance. Individuals who possess education and experience are more likely to make informed financial decisions that contribute to the growth of wealth and enable us to use our time efficiently. Considering the rapidly evolving economic landscape, how crucial is education to thrive in this dynamic environment?

In this episode, I have a wonderful discussion with my business partners, Jim Fairhall-Dicke and Chad Brookes, The Directors of Zenith Global Wealth Management and Aureus Financial Advisors. Our discussion revolves around financial strategies, advice, education, and the current state of the financial market in the year 2023.

Jim is a financial advisor with 20 years of experience in the industry. Throughout his career, Jim has gained extensive experience and expertise in creating and building wealth for his clients. Jim's commitment to his clients is unwavering, and he consistently goes above and beyond to provide superior service and financial advice. He holds a Master's Degree in Financial Planning and Services, which has equipped him with the best financial advice and strategies to help his clients achieve success.

Chad's passion for sharing knowledge with others and helping them create wealth is what inspired him to pursue a career in financial planning. Over the years, he has worked with numerous companies, providing expert financial advice and helping them to grow their wealth. He also holds a Master's Degree in Applied Finance, Investments, and Security, and is committed to staying up-to-date with the latest trends and developments in the financial industry.

Key Takeaways

  • What financial advice is and the key to great client engagement
  • What strategy and investment mean in working with a client
  • The Role of Education in the financial advice process
  • The advice process of retiree client
  • What it is like providing advice to business owners as clients
  • The nuances and misunderstandings when making a financial strategy
  • Key things to consider when working with financial advisors
  • “You need to be wealthy or ready to get the most value from” Is this true?
  • Chad and Jim’s view of the financial markets in 2023
  • What does “The Bank Run” means

Connect with Jim Fairhall-Dickie

Connect with Chad Brookes

Important Links

Grab his amazing FREE book: Open Everyday: Break Free of the Launch Cycle with a Simple System that makes New Sales Everyday

P.S Whenever you’re ready, here are 3 ways I can help you create more cash flow, more wealth and more time:

1. Get the 60-minute crash course

In our FREE Facebook Community, we have an on-ramp program that will help you map out your goals, review your foundations, get some quick runs on the board and get you excited again about your life and business. If you want to learn more, visit https://www.facebook.com/groups/thewealthmentorcommunity/

2. Join our Your Lifestyle Business Implementation Program and be a Case Study

I'm putting together a new business owner case study group this month... stay tuned for details. If you'd like to work with me on your scale plans... contact me on Messenger and comment the word 'Case Study' at https://www.messenger.com/t/jackson.millan

3. Book a Breakthrough Session

And if you ever want to get some 1:1 help, we can jump on the phone for a quick call, and brainstorm how to get you to remove cash flow bottlenecks and turn your business profits into personal wealth. contact me on Messenger and comment the word 'Breakthrough' at https://www.messenger.com/t/jackson.millan

  continue reading

100 episodes

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