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Using Leverage & Your Balance Sheet for Growth by David Waddell

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Manage episode 364823841 series 3341606
Content provided by Propelo Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Propelo Media 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.

The biggest financial winners are those that can leave their emotion at the door and capitalize on becoming countercyclical says today’s Ask an Expert David Waddell. With over 900 clients nationwide, David’s wealth management firm Waddell & Associates take a holistic approach to growing wealth.

David talks about the distinction between asset management and wealth management, and why the latter is a better approach to financial growth. He also talks about what he’s seen from the market in the past few months, and more importantly what he sees in the future.

He also talks about how too many people focus solely on the P&L. While that’s important from day-to-day operations, he talks about how leveraging the balance sheet can have a tremendous impact on growing the business.

  continue reading

66 episodes

Artwork
iconShare
 
Manage episode 364823841 series 3341606
Content provided by Propelo Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Propelo Media 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.

The biggest financial winners are those that can leave their emotion at the door and capitalize on becoming countercyclical says today’s Ask an Expert David Waddell. With over 900 clients nationwide, David’s wealth management firm Waddell & Associates take a holistic approach to growing wealth.

David talks about the distinction between asset management and wealth management, and why the latter is a better approach to financial growth. He also talks about what he’s seen from the market in the past few months, and more importantly what he sees in the future.

He also talks about how too many people focus solely on the P&L. While that’s important from day-to-day operations, he talks about how leveraging the balance sheet can have a tremendous impact on growing the business.

  continue reading

66 episodes

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