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Sisällön tarjoaa Keith D. Terry. Keith D. Terry tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
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Financial Future: The Ultimate Guide to Subscription-Based Wealth Building

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Manage episode 440577259 series 3525126
Sisällön tarjoaa Keith D. Terry. Keith D. Terry tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

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

34 jaksoa

Artwork
iconJaa
 
Manage episode 440577259 series 3525126
Sisällön tarjoaa Keith D. Terry. Keith D. Terry tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

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

34 jaksoa

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