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Konten disediakan oleh Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.
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Jim Crider, CFP Helping Clients To Live Intentionally

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Manage episode 295175615 series 2895276
Konten disediakan oleh Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.

Episode 20 - Jim Crider— a husband, dad, and CEO of Intentional Living FP. Prior to starting Intentional Living FP, he worked primarily with the standard clients of most wealth management firms— financially successful families seeking guidance with the wealth they’ve accumulated over decades. While he cherished each client he served, he came to find the clients he enjoyed most: families that desire to achieve early financial independence for the sake of spending significant time with the people they care about, doing the things they enjoy.
He is a CERTIFIED FINANCIAL PLANNER™, and the message he tells every client he works with is that his role is to guide— to live where his clients’ lives and money intersect so they can live the life they want to live. Money is simply a tool, a resource that is there to help you live the life you want.
When he is not engaged in a conversation with people about life, priorities, and doing what is important to them, he can be found chasing around his kids, spending time with his wife, or out on an adventure.
Jim is so grateful you are joining him, and he’s excited for your journey together.
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

See omnystudio.com/listener for privacy information.

  continue reading

109 episode

Artwork
iconBagikan
 
Manage episode 295175615 series 2895276
Konten disediakan oleh Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.

Episode 20 - Jim Crider— a husband, dad, and CEO of Intentional Living FP. Prior to starting Intentional Living FP, he worked primarily with the standard clients of most wealth management firms— financially successful families seeking guidance with the wealth they’ve accumulated over decades. While he cherished each client he served, he came to find the clients he enjoyed most: families that desire to achieve early financial independence for the sake of spending significant time with the people they care about, doing the things they enjoy.
He is a CERTIFIED FINANCIAL PLANNER™, and the message he tells every client he works with is that his role is to guide— to live where his clients’ lives and money intersect so they can live the life they want to live. Money is simply a tool, a resource that is there to help you live the life you want.
When he is not engaged in a conversation with people about life, priorities, and doing what is important to them, he can be found chasing around his kids, spending time with his wife, or out on an adventure.
Jim is so grateful you are joining him, and he’s excited for your journey together.
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

See omnystudio.com/listener for privacy information.

  continue reading

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