Wealth and Wisdom Together®

65. Building Your Wealth Alliance Network

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When it comes to building the wealth and abundance that you desire, who is in your network? Who are the people in your corner that make up your team, and who are you receiving guidance, counsel, and direction from?

As you build your wealth alliance network, we believe it’s important to have a variety of people on your team. So, this week on The Abundant Living Podcast, we’re diving into how to identify your ideal wealth partners and how to expand, protect, and establish a trusted network.

Let’s Embrace Abundant Living:

2:00: The Value Of An AFC

7:30: Seek Wise Counsel

11:45: Wealth Alliance Partners

17:30: Identify Character, Qualities & Core Values

22:00: Experience Is Important

28:40: When To Refer

Build Your Wealth Alliance Network Takeaways
  • “An AFC is an accredited financial counselor who considers a client's complete financial life when administering advice.” -  Weslia Echols
  • “You need a team of wise, astute advisors.” - Willa Williams
  • “Wisdom can make anyone a mighty warrior.” - Willa Williams
  • As you build your wealth alliance, it is important to have a variety of people on your team to address all of your goals.
  • “Accumulate, preserve and distribute your wealth.” - Weslia Echols
  • “It’s good to work with a financial professional who can break down complex things into the simplest terms.” - Weslia Echols
  • “We have to have people within our alliance who make sure we have a clear understanding of what it is that we’re asking them to do.” - Willa Willams

    • This episode is brought to you by our  Wealth Activation Challenge. This is a free five-day challenge for anyone who feels financially and is determined that they will not be in the same place frustrated by the same financial stumbling blocks in 2023.  If you are ready to activate and accelerate your intentionality to master your money, register at www.mytfcoach.com/challenge.

    Let’s Connect

    Connect with Weslia Echols, AFC®  and  Willa Williams, AFC®,  Trinity Financial Coaching On Social

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    Wealth and Wisdom Together®By Willa Williams and Weslia Echols