James Schramko and Charley Valher use the help of financial professionals to build wealth. In this episode they share the advantages, who you’d want on your team, and how to hire the best people to inform your wealth strategy.
Download (and the full PDF transcription)
https://www.jamesschramko.com/business/948-how-to-create-an-effective-wealth-building-team/
01:28 - James and Charley are not wealth advisors, so in this episode they direct you to the pros.
02:52 - How can you benefit from a wealth-building team? Let’s count the ways…
07:55 - If you’re still not convinced you need professional help, here’s the advantage in numbers.
09:45 - Those tips you picked up at a barbecue? You may want to get better advice.
12:31 - A good wealth professional protects you from these pitfalls…
15:45 - So who exactly do you want on your team?
17:24 - First thing’s first - you need someone to be keeping score.
17:50 - A business needs an accountant, and they’re just as important in building wealth.
19:24 - Getting a good financial planner is critical to your wealth-building.
23:37 - This is how you pick financial professionals - and hint: it’s not their interview skills.
27:31 - There’s a variety of ways a good broker comes in handy.
30:35 - This professional’s fee may seem hefty, but the benefit far outweighs the cost.
36:28 - If you have any plans at all to sell your business, you’ll need one of these.
39:21 - Do your professionals work with other business owners?
41:47 - They’re a team - you want them talking to each other.
Disclaimer: Neither Charley nor James are offering financial advice. This is a discussion and opinion only. Please consult a professional financial advisor for your own situation.
Get wealth-building ideas for business owners
https://www.fullstackbusinessowner.com
You might also like these:
How to Earn More - https://youtu.be/A7wO5-UBt4w
Six Critical Wealth Creation Concepts - https://youtu.be/9aSUqKbFkUE
Connect with me:
Website: https://www.jamesschramko.com
Facebook: https://www.facebook.com/JamesSchramkoPage
Instagram: https://www.facebook.com/JamesSchramkoPage
LinkedIn: https://linkedin.com/in/jamesschramko
Twitter: https://twitter.com/JamesSchramko
Listen to the James Schramko PODCAST here:
https://podcasts.apple.com/au/podcast/james-schramko-podcast/id529116499
https://subscribeonandroid.com/feeds.podcastmirror.com/james-schramko-podcast
https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5wb2RjYXN0bWlycm9yLmNvbS9zdXBlcmZhc3RidXNpbmVzcw
https://www.stitcher.com/show/james-schramko-podcast
https://open.spotify.com/show/0rmnFIKvfBJ71hjtojFf8N?si=XxmN7wigR4CHSwktFgdfFg
Enjoying these videos? Get them every day when you subscribe
https://www.youtube.com/user/jamesschramko
Download (and the full PDF transcription)
https://www.jamesschramko.com/business/948-how-to-create-an-effective-wealth-building-team/
01:28 - James and Charley are not wealth advisors, so in this episode they direct you to the pros.
02:52 - How can you benefit from a wealth-building team? Let’s count the ways…
07:55 - If you’re still not convinced you need professional help, here’s the advantage in numbers.
09:45 - Those tips you picked up at a barbecue? You may want to get better advice.
12:31 - A good wealth professional protects you from these pitfalls…
15:45 - So who exactly do you want on your team?
17:24 - First thing’s first - you need someone to be keeping score.
17:50 - A business needs an accountant, and they’re just as important in building wealth.
19:24 - Getting a good financial planner is critical to your wealth-building.
23:37 - This is how you pick financial professionals - and hint: it’s not their interview skills.
27:31 - There’s a variety of ways a good broker comes in handy.
30:35 - This professional’s fee may seem hefty, but the benefit far outweighs the cost.
36:28 - If you have any plans at all to sell your business, you’ll need one of these.
39:21 - Do your professionals work with other business owners?
41:47 - They’re a team - you want them talking to each other.
Disclaimer: Neither Charley nor James are offering financial advice. This is a discussion and opinion only. Please consult a professional financial advisor for your own situation.
Get wealth-building ideas for business owners
https://www.fullstackbusinessowner.com
You might also like these:
How to Earn More - https://youtu.be/A7wO5-UBt4w
Six Critical Wealth Creation Concepts - https://youtu.be/9aSUqKbFkUE
Connect with me:
Website: https://www.jamesschramko.com
Facebook: https://www.facebook.com/JamesSchramkoPage
Instagram: https://www.facebook.com/JamesSchramkoPage
LinkedIn: https://linkedin.com/in/jamesschramko
Twitter: https://twitter.com/JamesSchramko
Listen to the James Schramko PODCAST here:
https://podcasts.apple.com/au/podcast/james-schramko-podcast/id529116499
https://subscribeonandroid.com/feeds.podcastmirror.com/james-schramko-podcast
https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5wb2RjYXN0bWlycm9yLmNvbS9zdXBlcmZhc3RidXNpbmVzcw
https://www.stitcher.com/show/james-schramko-podcast
https://open.spotify.com/show/0rmnFIKvfBJ71hjtojFf8N?si=XxmN7wigR4CHSwktFgdfFg
Enjoying these videos? Get them every day when you subscribe
https://www.youtube.com/user/jamesschramko
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