For part two of this series, Wade and Tarisa discuss the client; who is the person coming to her and wanting to learn more? She often finds people are wanting more out of the financial part of their life which in turn leads them to wanting more out of life. Are they achieving their dreams and goals? How can IBC help them get further ahead and take more control? Take a listen today to see if you should be having a conversation about IBC!

Episode Highlights 02:05 Tarisa's love for discussing financial matters with people who are always learning and value personal and financial growth 09:04 The characteristics of people Tarisa enjoys connecting with 12:15 The importance of living your life for the benefit of others 16:18 The concept of infinite banking 22:57 The idea of thinking like a bank and taking over the banking function in one's life 25:10 How the banking industry benefits from people willingly depositing their money 26:53 Why you should read Nelson's book and start joining in on these types of financial discussions

 

Episode Resources

• Connect with Wade Borth
• https://www.sagewealthstrategy.com/
• [email protected]
• Connect with Tarisa Shelton
• https://www.factumfinancial.com/the-team/
• https://www.youtube.com/watch?v=Q99YuFDhzpU