In this episode of the Wade Borth Podcast, Wade reflects on how his approach to working with clients has evolved with greater intentionality and purpose. He shares the three-step framework that drives every client relationship: awareness, education, and action. Rather than jumping straight to products or solutions, Wade emphasizes the importance of understanding your unique goals, values, and what’s keeping you up at night. From there, education becomes the tool to empower you—not to rely on someone else, but to confidently take control of your financial future. If you're looking for more than just advice, and want a process built around your needs—not a one-size-fits-all solution—this episode is for you.

 

Episode Highlights

01:06 - Intentionality in Business.

01:17 - The Go-Giver: Adding Value.

01:45 - Financial Awareness: Key to Change.

02:53 - Empowerment Through Education.

04:16 - Importance of Self-Empowerment.

 

Episode Resources

• Connect with Wade Borth

• https://www.sagewealthstrategy.com/ 

• [email protected]