Entrepreneurs Revolutionizing Wealth Management with Modern Financial Planning at Modern Wealth

mymodernwealth.com

About the Guest(s):

Dillon Kazemi and Montel Hawkins are co-founders of Modern Wealth, an innovative wealth management firm focused on providing financial planning and investment strategies tailored to individual client needs. Dillon Kazemi is a former missionary who realized a better way to handle financial planning around core values and life goals rather than sheer wealth accumulation. Montel, on the other hand, is an experienced entrepreneur and marketer who has successfully exited a tech business. Together, they envision helping clients navigate the modern financial landscape without traditional asset minimums, emphasizing a comprehensive approach to wealth building through business, property, and paper assets.

Episode Summary:

In this engaging episode of The Chris Voss Show, financial innovators Dillon Kazemi and Montel Hawkins discuss their groundbreaking journey in the world of wealth management. Their new startup, Modern Wealth, aims to redefine how financial planning is conducted, moving away from conventional asset-based strategies to a more personalized and value-driven approach. Spanning over six months since its inception, My Modern Wealth encourages individuals to realize their dreams by aligning their financial strategies with their personal aspirations, emphasizing the importance of core values while managing wealth through diverse economic channels.

Listeners will gain insights on how Dillon Kazemi and Montel unify their unique backgrounds and experiences to craft a client-focused approach to wealth management, breaking barriers with remote consulting. They share the philosophy of not setting asset minimums and expanding wealth management services digitally, setting them apart from traditional financial advisors. The episode delves into how their Purpose Power Plan (P3) is designed to connect a client's financial decisions with their core values, offering a comprehensive roadmap to financial independence. Dylan and Montel explore the three avenues to wealth creation—property, paper, and business—advocating a balanced investment approach while harnessing modern technologies such as cryptocurrencies and AI.

Key Takeaways:

Modern Wealth emphasizes a non-traditional, client-centered approach to financial planning, tht focuses on aligning clients' monetary strategies with their life purposes and core values.

The company avoids asset minimums, making financial advising accessible to those just starting, young entrepreneurs, and business owners with funds tied into their ventures.

The co-founders advocate for three primary wealth-building paths: property (real estate), paper (stocks, bonds, etc.), and entrepreneurship (starting or investing in a business).

Dillon Kazemi and Montel's remote wealth management model exemplifies innovation in consulting, pairing personalized strategies with a seamless digital experience.

The Purpose Power Plan (P3) is central to their methodology, which not only enhances client engagement but also significantly improves the likelihood of clients achieving their financial goals.

Notable Quotes:

"Too many financial professionals get the numbers right and the people wrong." — Montel Hawkins

"We empower individuals and families to live their boldest dreams and aims with innovative solutions." — Dillon Kazemi

"There’s only three ways you can build wealth: property, paper, and building a business." — Dillon Kazemi

"Our process is called Purpose Power Plan; there's power in your purpose." — Montel Hawkins

"We wanted to create a place where a client could go and have all of their financial problems solved." — Dillon Kazemi

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