What is a Wealth Strategist? with Mike Brevik
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\u2019s 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
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Episode Resources
- Connect with Wade Borth
- https://www.sagewealthstrategy.com/\xa0
- wade@sagewealthstrategy.com\xa0\xa0
- Connect with Mike Brevik
- mike@cyberdogzmarketing.com\xa0
- https://www.cyberdogzltd.com/