Here’s the truth, my friend — if you’re going to build a business you GET to work in vs one you HAVE to work in, you’re going to need to know how to set yourself and your biz up for financial success.

And when it comes to wealth management, there’s no one I trust more than my good friend Rhonda Potter.

Rhonda, CFA, CFP, is a licensed wealth manager and VP - Client Services at J.P. Morgan. And she’s one of the key reasons my company thrives today.