Wade sits down with his marketing director (Mike Brevik from Cyberdogz) to discuss and explain what a Wealth Strategist is compared to a traditional financial advisor.

Highlights

• What is a Wealth Strategist? - 0:39
• A Wealth Strategist as a quarterback - 1:00
• Investing money - 1:48
• Creating a financial wealth plan - 4:38
• Wade's goals and beliefs - 7:30
• Caring about your financial future - 9:22
• What a strong strategy looks like - 10:17
• What control means for people - 14:12
• Education is a process - 18:16

Episode Resources

• Connect with Wade Borth
• https://www.sagewealthstrategy.com/
• [email protected]
• Connect with Mike Brevik
• [email protected]
• https://www.cyberdogzltd.com/