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What if everything you thought you knew about financial planning was based on an outdated model? Mike Clark, a financial professional who cringes at being called a "financial planner," is revolutionizing how we think about building wealth through collaboration, technology, and education.
The traditional approach to finance has been siloed and often mysterious to clients. Financial advisors, CPAs, and attorneys rarely coordinate effectively, leaving clients confused and frustrated. Mike's revolutionary approach builds "digital family offices" where professionals work together seamlessly, creating clarity and optimizing outcomes. This coordinated team approach eliminates the all-too-common scenario where clients are bounced between professionals who each claim "that's not my department."
Mike's journey is fascinating – from a kinesiology undergrad to raising millions for ventures involving China, he's accumulated diverse experiences that shape his holistic approach. When his first grandchild was born, something "snapped" in his brain, driving him to create generational wealth that goes beyond mere dollars. He redefines wealth to include the education and skill sets that enable better financial decision-making, illustrated beautifully through teaching his seven-year-old granddaughter to use AI tools like MidJourney.
For listeners feeling uncertain about their financial future, Mike offers reassurance: "Most individuals are in a far better position than they think they are." His approach starts with comprehensive cashflow analysis before any product recommendations – the opposite of typical advisors who lead with products. He also shares insights on democratized investment opportunities through crowdfunding real estate platforms, self-directed IRAs, and using debt strategically.
Ready to transform your financial mindset? Connect with Mike on LinkedIn, where he's built a substantial educational library through 119 podcast interviews with various financial experts. His commitment to making financial knowledge accessible and actionable might just change how you think about money forever.
CONNECT WITH MIKE 🎙️
- LinkedIn: https://www.linkedin.com/in/mikeclarknationalreferralnetwork/
CONNECT WITH RESET 🎙️
- Podcast: https://www.reset-podcast.com
- YouTube: https://www.youtube.com/@tonyajlong-RESET
- LinkedIn: https://www.linkedin.com/company/reset-with-tonya
- Instagram: https://www.instagram.com/resetwithTonya
- Facebook: https://www.facebook.com/profile.php?id=61570923056203
CONNECT WITH TONYA 🚊
- LinkedIn: https://www.linkedin.com/in/tonyajlong/
- Instagram: https://www.instagram.com/tonyajlong
- Facebook: https://www.facebook.com/tonya.j.long/
- Check out my bestselling book, "AI and the New Oz: Leadership’s Journey to the Future of Work" available on Amazon [https://a.co/d/aTBJmEr]. Go to the "AI and the New Oz" website at https://www.ai-and-the-new-oz.com/ to learn more!
#thejourneyisthejob
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By Tonya J. LongSend a text
What if everything you thought you knew about financial planning was based on an outdated model? Mike Clark, a financial professional who cringes at being called a "financial planner," is revolutionizing how we think about building wealth through collaboration, technology, and education.
The traditional approach to finance has been siloed and often mysterious to clients. Financial advisors, CPAs, and attorneys rarely coordinate effectively, leaving clients confused and frustrated. Mike's revolutionary approach builds "digital family offices" where professionals work together seamlessly, creating clarity and optimizing outcomes. This coordinated team approach eliminates the all-too-common scenario where clients are bounced between professionals who each claim "that's not my department."
Mike's journey is fascinating – from a kinesiology undergrad to raising millions for ventures involving China, he's accumulated diverse experiences that shape his holistic approach. When his first grandchild was born, something "snapped" in his brain, driving him to create generational wealth that goes beyond mere dollars. He redefines wealth to include the education and skill sets that enable better financial decision-making, illustrated beautifully through teaching his seven-year-old granddaughter to use AI tools like MidJourney.
For listeners feeling uncertain about their financial future, Mike offers reassurance: "Most individuals are in a far better position than they think they are." His approach starts with comprehensive cashflow analysis before any product recommendations – the opposite of typical advisors who lead with products. He also shares insights on democratized investment opportunities through crowdfunding real estate platforms, self-directed IRAs, and using debt strategically.
Ready to transform your financial mindset? Connect with Mike on LinkedIn, where he's built a substantial educational library through 119 podcast interviews with various financial experts. His commitment to making financial knowledge accessible and actionable might just change how you think about money forever.
CONNECT WITH MIKE 🎙️
- LinkedIn: https://www.linkedin.com/in/mikeclarknationalreferralnetwork/
CONNECT WITH RESET 🎙️
- Podcast: https://www.reset-podcast.com
- YouTube: https://www.youtube.com/@tonyajlong-RESET
- LinkedIn: https://www.linkedin.com/company/reset-with-tonya
- Instagram: https://www.instagram.com/resetwithTonya
- Facebook: https://www.facebook.com/profile.php?id=61570923056203
CONNECT WITH TONYA 🚊
- LinkedIn: https://www.linkedin.com/in/tonyajlong/
- Instagram: https://www.instagram.com/tonyajlong
- Facebook: https://www.facebook.com/tonya.j.long/
- Check out my bestselling book, "AI and the New Oz: Leadership’s Journey to the Future of Work" available on Amazon [https://a.co/d/aTBJmEr]. Go to the "AI and the New Oz" website at https://www.ai-and-the-new-oz.com/ to learn more!
#thejourneyisthejob