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Like most entrepreneurs, you probably wake up each morning thinking about what else you can do to grow your business, how you can do more, and achieve more. Sharran’s guest, Chad Willardson, might have the answers for you. Chad is an award-winning Certified Financial Fiduciary, the Elected City Treasurer for the City of Corona, managing the city’s $350 million investment portfolio, and co-owner of the Draft Sports Complex. He is happily married and a father of five kids. Chad has been featured in the Wall Street Journal, Forbes, Inc., U.S. News and World Report, Entrepreneur Magazine, NBC News, Financial Advisor Magazine, California Business Journal, and many others. If you want to be stress-free, financially secure, and get personalized financial advice, stay tuned and learn from someone who can teach you how to grow your wealth and your business from personal experience instead of just from theory.
“Progress begins with telling the truth and looking at the facts.”
– Chad Willardson
In This Episode:
– The point of realization and seeing the big picture
– The first and most common obstacle to financial success
– Goals conversation process with Chad and his team
– What is the trust factor, and why is it important in choosing a financial advisor
– How do you choose the right advisor
– The fourth obstacle explained
– Understanding the sixth and the seventh Obstacle
– The “Give and Take Relationship” in the financial planning process
– Chad’s passion for coming up with strategies and helping clients design their futures
Resources:
– Stress Free Money: Overcome These 7 Obstacles to Find Financial Freedom
Connect with Chad Willardson and Pacific Capital:
– Website
– YouTube
Connect with Sharran:
– Website
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