Episode #292 with Jim Oliver: Become Your Own Banker

ABOUT: Jim Oliver founded CreateTailwind in 1988 in Denver, CO. Originally a full service financial planning firm, Jim and his team weathered two major corrections and pivoted CreateTailwind’s focus to building wealth beyond Wall Street. Teaching clients to create wealth without brokers and financial planners took off. To most people, becoming their own banker was something they couldn’t envision. Most people park their money in qualified plans or with a “broker” and hope that the money grows. Jim reminds his clients that, “hope is not a strategy”. He teaches them that becoming their own banker means they accumulate money AND they deploy it to make even more money. This is the mind shift! Under Jim’s leadership, CreateTailwind exploded to become a multi-location nationally recognized firm helping thousands of individuals and businesses around the United States. https://www.createtailwind.com/ __________________ Thank you again for joining us today! If you know anybody that would benefit from this episode please share it with them and help spread the knowledge and motivation. Don’t forget to show your support for the Rise Up For You Podcast by writing a review on iTunes. Your feedback helps the success of our show and pushes us to continuously be better! Check out www.riseupforyou.com for more podcast episodes, webinars, events, and more to help you get to the next level in your personal and professional life! You can also follow us on Facebook, Instagram, LinkedIn, and Youtube @riseupforyou