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

EPISODE · Sep 18, 2024 · 54 MIN

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

from The NEXT BIG THING with Keith D. Terry · host Keith D. Terry

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 #thenextbigthingwithkeithdterrySend us your thought on this episode.Support the showKeith D. Terry produced this episode.   www.keithdterry.comPlease follow us on our YouTube channel at www.youtube.com/@keithdterryFor podcast guest recommendations, contact [email protected]

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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...

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

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