In this episode of the Delegate That! Podcast, Frederick Hubler, founder of Creative Capital Wealth Management Group (CCWMG) and Forbes contributor on alternative investments, shares how business owners can move beyond traditional stocks and bonds to build endowment-style portfolios. From retainer-based financial planning to a tax mitigation program with a 100% money-back guarantee, Frederick breaks down how to organize illiquid assets, say no to shiny objects, and delegate financial complexity without losing control. Listen now on all major platforms!

"The superpower that builds wealth is saying yes to what others avoid, but the superpower that scales it is learning when to say no."

Meet the guest: Frederick Hubler is the Founder and CEO of Creative Capital Wealth Management Group (CCWMG), a firm specializing in alternative investments since 2003. A Certified Wealth Strategist, Forbes contributor, and registered NFLPA Financial Advisor, he helps entrepreneurs access institutional-grade assets, from private equity to real estate. He is also the author of The Contrarian Code.

What you will learn:

• (00:00) Highlight
• (01:34) Introduction
• (03:12) Alternative investments
• (10:01) Organizing your portfolio
• (21:18) Onboarding clients
• (31:42) Building the right team
• (33:47) Workflows and systems
• (40:36) Final questions

The Delegate That! Podcast is trusted and supported by innovative companies like:

* Zentrix Insights

* WiseVAs

* ZentrixOS

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