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Episode Summary: In this episode of the L3 Leadership podcast, Chad talks about how he got his start in the financial industry, raising kids who are smart and not spoiled, and his new book which is geared towards helping entrepreneurs with their mindsets.

About Chad Willardson: Chad is the president of Pacific Capital, a fiduciary wealth advisory firm he founded in 2011 that serves entrepreneurs and families. His best-selling first book, Stress Free Money has been featured in Forbes 21 books to read in 2021, NBC News, and Yahoo Finance.

In addition to serving the family office clients of Pacific Capital, Chad also manages the 450 million-dollar investment portfolio as the elected city treasurer of his community. Chad is recognized as one of the top wealth management experts in the country and has appeared in the Wall Street Journal, Forbes Inc., US News and World Report, Investment News, Entrepreneur, and Financial Advisors Magazines.  
He lives in Southern California with his wife, Amber, and their 5 children.

4 Key Takeaways:
1. Chad talks about his obsession with learning, growth, and self-improvement helped him get to where he is today.
2. He discusses his book, Smart Not Spoiled, which he wrote to teach his kids about money.
3. He shares some examples of what he’s taught his kids about entrepreneurship.
4. Chad talks about his thoughts behind his new book, Beyond the Money.

Quotes From the Episode:
“Something I think we can do better at is teaching our kids to be creative and earn money.”
“Be good at something, enjoy it, and make sure people are willing to pay you for it.”
“Be clear about your boundaries up front and decide what is critical.”

Resources Mentioned:
Smart Not Spoiled  by Chad Willardson
Stress Free Money  by Chad Willardson

Beyond the Money  by Chad Willardson
Gravystack

Connect with Chad:
Website | Twitter | Linkedin