EP 060 Adam Doran, Wealth Advisor-Prevail Wealth Strategies

After negative experiences and struggling to find the right financial advisor for his family, Adam Doran left his 16-year career as a police officer and studied to become a financial advisor to do things differently.
Adam is a wealth advisor at Prevail in Kansas City, and he believes traditional financial planning has fallen short, that it takes control out of the client’s hands and at Prevail they work to give more control back to the client. He sees working with clients as a collaborative process, educating clients on the importance of tax strategy, having access to money when it’s needed and mitigating market volatility.
Adam specializes in working with real estate investors and small business owners on creative capital strategies to build tax-free wealth while maintaining growth and liquidity.
His personal story and passion for doing purposeful work and making a difference in people’s lives come across loud and clear in our conversation.
Highlights include:
·        Why everyone needs a financial board of directors.
·        Using software for clients to understand what budgeting entails.
·        The foundation of a backstop.
·        Predictions and challenges in trading markets and life insurance.
·        Strongly encouraging clients to have a diverse asset mix.
·        Owning businesses and real estate.
Enjoy the show!
Connect with Adam:
Website: https://prevailiws.com/Adam-Doran-1
LinkedIn: https://www.linkedin.com/in/adamdoran33/
 
Connect with Gary:
Website: sbadvisors.cc/
Facebook: facebook.com/SmallBusinessAdvisors
LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/
Learn more about your ad choices. Visit megaphone.fm/adchoices

After negative experiences and struggling to find the right financial advisor for his family, Adam Doran left his 16-year career as a police officer and studied to become a financial advisor to do things differently.

Adam is a wealth advisor at Prevail in Kansas City, and he believes traditional financial planning has fallen short, that it takes control out of the client’s hands and at Prevail they work to give more control back to the client. He sees working with clients as a collaborative process, educating clients on the importance of tax strategy, having access to money when it’s needed and mitigating market volatility.

Adam specializes in working with real estate investors and small business owners on creative capital strategies to build tax-free wealth while maintaining growth and liquidity.

His personal story and passion for doing purposeful work and making a difference in people’s lives come across loud and clear in our conversation.

Highlights include:

·        Why everyone needs a financial board of directors.

·        Using software for clients to understand what budgeting entails.

·        The foundation of a backstop.

·        Predictions and challenges in trading markets and life insurance.

·        Strongly encouraging clients to have a diverse asset mix.

·        Owning businesses and real estate.

Enjoy the show!

Connect with Adam:

Website: https://prevailiws.com/Adam-Doran-1

LinkedIn: https://www.linkedin.com/in/adamdoran33/

Connect with Gary:

Website: sbadvisors.cc/

Facebook: facebook.com/SmallBusinessAdvisors

LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/

Learn more about your ad choices. Visit megaphone.fm/adchoices