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Financial Fitness is Key! Why Samuel Richmond Founded NvestFit
Manage episode 423183819 series 3520862
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What drives someone to leave a stable job for the uncertainty of entrepreneurship? Samuel Richmond, founder of Nvestfit, takes us from his early career as a financial advisor at Fidelity to launching his own holistic financial planning firm. Influenced by his entrepreneurial roots, Samuel shares the pivotal moments that led him to start Nvestfit, including the challenges and triumphs of relaunching during the pandemic. Learn about his "mindset minimum" philosophy, offering financial planning to clients at any stage, and hear compelling success stories that showcase the transformative impact of his approach. Tune in to discover practical financial strategies and the mindset needed for financial success.
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Chapters
1. Financial Fitness is Key! Why Samuel Richmond Founded NvestFit (00:00:00)
2. Financial Fitness With Samuel Richman (00:00:45)
3. Financial Planning for a Diverse Clientele (00:09:28)
4. Financial Coaching and Wealth Building (00:13:43)
5. Financial Planning for Retirement and Beyond (00:27:41)
6. Mindset of Millionaires (00:37:41)
48 episodes
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