#26. Jason Potts, Founder and CEO at Lifetime Wealth Management

Generational wealth isn’t luck—it’s strategy. In this special episode of The IT Crowd podcast, hosts Josh Lowrey and Richard Rodriguez broadcast from the Cowboys Club in Frisco, Texas, with guests Jason Potts, Founder and CEO of Lifetime Wealth Management, and Tim Tatarowicz, Director of Annuities and Strategic Initiative. 🎙️ Key topics:Building and evolving a wealth management firm from the ground upStrategies for managing generational wealthThe role of adaptability and mindset in long-term successHow AI and technology are shaping the future of financial services Whether you're a business leader or planning your financial future, this episode offers practical insights and inspiration you can use.00:00 Introduction and Special Location00:55 Event Overview: EWTC Annual Meeting01:25 Special Guests Introduction01:55 Jason's Journey: Lifetime Wealth Services02:54 Tim's Career Highlights05:25 The Importance of Mentorship10:07 Navigating Financial Services12:16 Entrepreneurial Challenges and Successes23:48 Technology in Wealth Management25:36 Outsourcing and Cybersecurity Management26:22 The Reality of Cyber Threats27:36 The Business of Hacking28:37 Client Security and Trust29:57 The Role of AI in Financial Services32:55 Navigating Market Volatility37:29 Work-Life Balance and Remote Work39:17 Leadership and Business Growth43:17 Generational Wealth and Financial Services46:48 Conclusion and Final Thoughts