There is NO BETTER TIME to start a business other than NOW! EP. 139
Clicks and Bricks Podcast
English - February 02, 2022 22:00 - 34 minutesBusiness Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
No matter where you are in life! There is no better time to start your own business than now! Today we get in the mind of a successful business owner and see how he got start and continues to push forward no matter what!
Learn the Sales Process: https://clicksandbricksacademy.com/
Episode 139 of Clicks and Bricks Business Podcast is today! Ken is interviewing James Brewer and its all about money and business. They dive deep into how to start a business and how anybody on any budget can start to become financially secure or at least start their journey to becoming financially comfortable. This is a great story about this business owner so be sure to listen to this whole podcast so you can hear what he thinks you can do today to start growing!
03:00 Speaking with your business clients
06:00 Needing help in the business
11:00 Tips for finding a wealth manager
17:00 How to start financial planning for anybody
22:00 Business Attorney
25:30 Business owners should do this first
30:00 Business Advice
33:00 Find somebody to help you save
About James: James Brewer, CDFA, AIF, CFSLA, CFP® is the founder of Envision Wealth Planning and is regularly featured in the media for his financial expertise and support of socially responsible investing. His favorite part of being a financial planner is getting to meet new people and helping them achieve their hopes and dreams. James Brewer empowers people to make smarter money choices aligned with their values, goals, and passions. A CERTIFIED FINANCIAL PLANNER™, he was named to the 20 Best Financial Advisors in Chicago by Expertise, 2017 and 2018. His many designations include a Chartered Retirement Planning Counselor, Certified Divorce Financial Analyst, and College Funding and Student Loan Advisor. His financial literacy work includes contributing to Forbes.com Personal Finance and 401(k), Investopedia, and his own blogs. He’s been syndicated by CNBC, “How do you know you can trust your financial advisor” and quoted in Forbes’, “The Retirement Crisis Facing African Americans.” He has been called part wealth planner, part life coach, part architect, part cheerleader. He focuses on crafting plans that incorporate and honor each client’s unique values.
About Envision Wealth: You are more than just assets. You have goals, interests, passions, values, relationships, advisors and your own processes. Understanding you helps us to shape and customize our approach to help you reach your end game. Six areas of your life have an impact on your financial planning and investment strategies: Your Visions & Values, Lifestyle, Family, Work, Health and Financial Well-Being. Your needs, wishes and goals in these areas shape five key planning areas that are part of any investment or wealth plan. By helping you articulate your aspirations, we are better able to understand where you want to be and develop a blueprint to help you get there. Before we get down to crunching numbers, we’ll talk about the things that are most important to you — family, community, pastimes, church. We’ll ask a lot of questions about what you’re really thinking, feeling, worried about; your experiences with money; and what you’ve accomplished so far. Together we’ll figure out where you are now and where you want to go.
Contact James and his team:
LinkedIn: https://www.linkedin.com/in/financial-life-architect/
Facebook https://www.facebook.com/envisionwealth
Twitter https://twitter.com/envision_wealth
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Support this podcast: https://anchor.fm/clicksandbricks/support (https://anchor.fm/clicksandbricks/support)
Learn more about your ad choices. Visit megaphone.fm/adchoices
No matter where you are in life! There is no better time to start your own business than now! Today we get in the mind of a successful business owner and see how he got start and continues to push forward no matter what!
Learn the Sales Process: https://clicksandbricksacademy.com/
Episode 139 of Clicks and Bricks Business Podcast is today! Ken is interviewing James Brewer and its all about money and business. They dive deep into how to start a business and how anybody on any budget can start to become financially secure or at least start their journey to becoming financially comfortable. This is a great story about this business owner so be sure to listen to this whole podcast so you can hear what he thinks you can do today to start growing!
03:00 Speaking with your business clients
06:00 Needing help in the business
11:00 Tips for finding a wealth manager
17:00 How to start financial planning for anybody
22:00 Business Attorney
25:30 Business owners should do this first
30:00 Business Advice
33:00 Find somebody to help you save
About James: James Brewer, CDFA, AIF, CFSLA, CFP® is the founder of Envision Wealth Planning and is regularly featured in the media for his financial expertise and support of socially responsible investing. His favorite part of being a financial planner is getting to meet new people and helping them achieve their hopes and dreams. James Brewer empowers people to make smarter money choices aligned with their values, goals, and passions. A CERTIFIED FINANCIAL PLANNER™, he was named to the 20 Best Financial Advisors in Chicago by Expertise, 2017 and 2018. His many designations include a Chartered Retirement Planning Counselor, Certified Divorce Financial Analyst, and College Funding and Student Loan Advisor. His financial literacy work includes contributing to Forbes.com Personal Finance and 401(k), Investopedia, and his own blogs. He’s been syndicated by CNBC, “How do you know you can trust your financial advisor” and quoted in Forbes’, “The Retirement Crisis Facing African Americans.” He has been called part wealth planner, part life coach, part architect, part cheerleader. He focuses on crafting plans that incorporate and honor each client’s unique values.
About Envision Wealth: You are more than just assets. You have goals, interests, passions, values, relationships, advisors and your own processes. Understanding you helps us to shape and customize our approach to help you reach your end game. Six areas of your life have an impact on your financial planning and investment strategies: Your Visions & Values, Lifestyle, Family, Work, Health and Financial Well-Being. Your needs, wishes and goals in these areas shape five key planning areas that are part of any investment or wealth plan. By helping you articulate your aspirations, we are better able to understand where you want to be and develop a blueprint to help you get there. Before we get down to crunching numbers, we’ll talk about the things that are most important to you — family, community, pastimes, church. We’ll ask a lot of questions about what you’re really thinking, feeling, worried about; your experiences with money; and what you’ve accomplished so far. Together we’ll figure out where you are now and where you want to go.
Contact James and his team:
LinkedIn: https://www.linkedin.com/in/financial-life-architect/
Facebook https://www.facebook.com/envisionwealth
Twitter https://twitter.com/envision_wealth
---
Support this podcast: https://anchor.fm/clicksandbricks/support (https://anchor.fm/clicksandbricks/support)
Learn more about your ad choices. Visit megaphone.fm/adchoices