Episode 9

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Published on:

4th Jan 2022

Optimizing Your Financial World - Episode 9 (Do You Have What it Takes to Create Significant Wealth?)

In the latest installment of Optimizing Your Financial World, Mark steps outside of the typical wealth management conversation to address how wealth is ultimately generated in the first place.

Listen as Mark and Ryan discuss the benefits, as well as challenges, associated with entrepreneurship. Despite being the single fastest and most effective means of generating significant wealth, there are plenty of strategies and essential best practices to consider before attaining significant wealth.

So sit back, relax, and enjoy this unique conversation featuring the other side of the wealth management equation.

Timecodes:

0:06 - Overview on the topic of the day

1:33 - Why entrepreneurship is the main generator of significant wealth

3:08 - The best practices of highly successful entrepreneurs

4:09 - The importance behind the commitment to achieve success

6:50 - Despite the commitment, you still need to take action to see success

8:05 - The vital importance of developing a quality business model

11:38 - The importance behind building powerful relationships and its relation to wealth creation

14:00 - How to build and maintain a high-quality team over time

16:01 - The willingness to engage with the right professionals

20:30 - How you can get in touch with Mark's team

22:32 - Closing remarks

Connect with Mark Wade:

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About the Podcast

Optimizing Your Financial World
It's about how much you get to keep!
Welcome to Optimizing Your Financial World, where we tackle an array of financial strategies and wealth management topics to help better position you, your family, or your business for a better future.

Each episode features Mark Wade, President of Echelon Family Office, who brings over four decades worth of experience in wealth management and investment planning to the show. Mark regularly works with affluent families and entrepreneurs to help better position their portfolios given their personal and professional goals.

Listen as Mark explores a new financial topic each episode and offers guidance on navigating these complex circumstances. At the end of the day, it's not about how many assets you have or how much income you create, it's about how much you get to keep!

So sit back, relax, and allow Mark to shed some light on countless financial strategies and his methodologies for helping four decades worth of clients optimize their financial world.