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

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Content provided by Keith D. Terry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keith D. Terry or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.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.

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 kterry@terryperformancegroup.com

  continue reading

29 episoade

Artwork
iconDistribuie
 
Manage episode 440577259 series 3525126
Content provided by Keith D. Terry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keith D. Terry or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.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.

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 kterry@terryperformancegroup.com

  continue reading

29 episoade

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