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What Is A Wealth Strategist? With Mike Brevik

Sage Wealth Strategy

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What Is A Wealth Strategist? With Mike Brevik

77 просмотров · 5 лет назад
Sage Wealth Strategy
81 подписчик
77 просмотров · 5 лет назад
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? - 00:39 A Wealth Strategist as a quarterback - 01:00 Investing money - 01:48 Creating a financial wealth plan - 04:38 Wade’s goals and beliefs - 07:30 Caring about your financial future - 09:22 What a strong strategy looks like - 10:17 What control means for people - 14:12 Education is a process - 18:16 ► Learn more: https://www.sagewealthstrategy.com