What is a Wealth Strategist? with Mike Brevik

from Wade Borth - Sage Wealth Strategy · host Wade Borth, Mike Brevik

Wade sits down with his marketing director (Mike Brevik from Cyberdogz) to discuss and explain what a Wealth Strategist is compared to a traditional financial advisor. Highlights What is a Wealth Strategist? - 0:39 A Wealth Strategist as a quarterback - 1:00 Investing money - 1:48 Creating a financial wealth plan - 4:38 Wade's goals and beliefs - 7:30 Caring about your financial future - 9:22 What a strong strategy looks like - 10:17 What control means for people - 14:12 Education is a process - 18:16 Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ [email protected] Connect with Mike Brevik [email protected] https://www.cyberdogzltd.com/

Episode metadata supplied by the publisher feed · Published Jun 4, 2020

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What is a Wealth Strategist? with Mike Brevik

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