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Financial Future: The Ultimate Guide to Subscription-Based Wealth Building

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Konten disediakan oleh Keith D. Terry. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Keith D. Terry atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this episode, we welcome James Brewer, the founder of Envision Wealth Planning, named one of the Best Financial Advisors in Chicago. James is transforming the financial industry with his groundbreaking subscription-based model, designed to serve high-income professionals without requiring substantial assets. But his expertise doesn't stop at finances—James is passionate about integrating personal values into his strategies, with a special focus on gender empowerment and racial equity. Join us as we dive into how James combines life coaching with financial planning to create personalized, value-driven portfolios that inspire clients to live and invest with purpose.

Don't miss this insightful conversation!

#FinancialPlanning #WealthBuilding #GenderEquity #RacialEquity #LifeCoach #InvestWithPurpose #Empowerment #NextBigThingPodcast #JamesBrewer #ChicagoFinance #PersonalValues #FinancialFreedom #HighIncomeProfessionals #SubscriptionModel #PurposeDrivenLife #PodcastInterview #KeithDTerry #thenextbigthingwithkeithdterry

Send us your thought on this episode.

Support the show

Keith D. Terry and JJaed Productions, LLC produced this episode. www.jjaedproductions.com
Please Follow us on our YouTube channel at www.youtube.com/@keithdterry

For podcast guest recommendations, contact [email protected]

  continue reading

36 episode

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iconBagikan
 
Manage episode 440577259 series 3525126
Konten disediakan oleh Keith D. Terry. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Keith D. Terry atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this episode, we welcome James Brewer, the founder of Envision Wealth Planning, named one of the Best Financial Advisors in Chicago. James is transforming the financial industry with his groundbreaking subscription-based model, designed to serve high-income professionals without requiring substantial assets. But his expertise doesn't stop at finances—James is passionate about integrating personal values into his strategies, with a special focus on gender empowerment and racial equity. Join us as we dive into how James combines life coaching with financial planning to create personalized, value-driven portfolios that inspire clients to live and invest with purpose.

Don't miss this insightful conversation!

#FinancialPlanning #WealthBuilding #GenderEquity #RacialEquity #LifeCoach #InvestWithPurpose #Empowerment #NextBigThingPodcast #JamesBrewer #ChicagoFinance #PersonalValues #FinancialFreedom #HighIncomeProfessionals #SubscriptionModel #PurposeDrivenLife #PodcastInterview #KeithDTerry #thenextbigthingwithkeithdterry

Send us your thought on this episode.

Support the show

Keith D. Terry and JJaed Productions, LLC produced this episode. www.jjaedproductions.com
Please Follow us on our YouTube channel at www.youtube.com/@keithdterry

For podcast guest recommendations, contact [email protected]

  continue reading

36 episode

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