Generational wealth isn’t luck—it’s strategy.
In this special episode of The IT Crowd podcast, hosts Josh Lowrey and Richard Rodriguez broadcast from the Cowboys Club in Frisco, Texas, with guests Jason Potts, Founder and CEO of Lifetime Wealth Management, and Tim Tatarowicz, Director of Annuities and Strategic Initiative.
🎙️ Key topics:
- Building and evolving a wealth management firm from the ground up
- Strategies for managing generational wealth
- The role of adaptability and mindset in long-term success
- How AI and technology are shaping the future of financial services
Whether you're a business leader or planning your financial future, this episode offers practical insights and inspiration you can use.
00:00 Introduction and Special Location
00:55 Event Overview: EWTC Annual Meeting
01:25 Special Guests Introduction
01:55 Jason's Journey: Lifetime Wealth Services
02:54 Tim's Career Highlights
05:25 The Importance of Mentorship
10:07 Navigating Financial Services
12:16 Entrepreneurial Challenges and Successes
23:48 Technology in Wealth Management
25:36 Outsourcing and Cybersecurity Management
26:22 The Reality of Cyber Threats
27:36 The Business of Hacking
28:37 Client Security and Trust
29:57 The Role of AI in Financial Services
32:55 Navigating Market Volatility
37:29 Work-Life Balance and Remote Work
39:17 Leadership and Business Growth
43:17 Generational Wealth and Financial Services
46:48 Conclusion and Final Thoughts
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