Welcome to the inaugural episode of Wealth, Health, and Other Things You Should Know!

To kick things off on this series, we want to identify one of the biggest issues facing affluent families and business owners in today's world. There are too many people without a proper wealth management planning process and it's leaving a massively negative impact on their financial well-being.

Life isn't getting easier. In fact, it's getting more complex.

Join us for a great conversation that highlights the importance of incorporating a wealth management planning process into your life and how it can set you up for personal and financial success!

Timecodes:

0:06 - Introduction and overview on the show

1:30 - The big problem facing so many people these days

2:20 - Why not having a wealth management planning process is such an issue

4:22 - The ripple effect of not having a wealth management planning process

6:07 - How this can impact your business specifically

7:36 - How life could be so much better if you incorporated a proven process into your world

10:12 - Who is Brian Buetel?

15:24 - What does a true wealth management process look like?

17:48 - Advanced planning and where this comes into play

19:25 - Advice on how you can begin implementing a wealth management process

22:40 - Examples of people Brian has worked with and implemented this process for

26:30 - How you can get in touch with Brian and his team

28:27 - Closing remarks

Connect with Brian and Cameron Buetel:

Website

LinkedIn