On this week's episode- we’re Joined by the founder of Chosen Advisory Group, and Wealth Management Advisor Bilal Afolabi
Bilal was born in Togo, Africa, and moved to Hartford, Connecticut at 8 years old.
Bilal started his wealth management journey at 19 years old through a nationally ranked internship program at Northwestern Mutual. He was the number one intern in the Northeast, ranking Top 10 nationally out of twenty five hundred interns in 2014 and 2015.
Today Bilal Afolabi is a CERTIFIED FINANCIAL PLANNER, a Chartered Financial Consultant, and founder and wealth management advisor at Chosen Advisory Group where he specializes in working with pre-retirees/retirees and the emerging affluent.
Bilal is a nationally ranked speaker on financial planning, speaker at the national medical conference, and has been in articles from the certified financial planning board. He currently serves on the Goodwin University School of Business Advisory Board to assist in shaping their curriculum and improving enrollment for new students. For his hard work, Forbes recognized him as Best-In-State Top Financial Security Professional in 2023, and he was awarded Bilal as the youngest ever 4 under 40 in the state of Connecticut in 2016.
In this episode- Bilal and I discuss his upbringing, how he worked to achieve a healthy relationship with money, and how his client can make their money work for them.
00:00 - Introduction
2:41 - What would you 8-year-old self think of your success?
4:14 - Background on being from Togo
6:40 - What jobs did your parents have in Togo?
7:55 - How would your parents describe you as a kid?
9:50 - Adjusting and assimilating to American culture
13:10 - Establishing friendships in the USA
14:32 - How did you decide on college and your career?19:26 - 35th Street Builders sponsorship
20:18 - What was your and your family's relationship with money?
25:40 - Wealth management journey and your goals
29:15 - Lessons from your internship at Northwest Federal
30:30 - Working full-time for Northwest Federal
33:40 - Career before starting Chosen Advisory Group
35:50 - Intrapreneurship
36:30 - Steps taken to starting your own firm
40:15 - Leadership style
44:45 - Target audience and why retirees & boomers are your top clients
47:55 - What makes C.A.G. different from other firms?49:35 - How to set up families and next generation for success
53:45 - Behaviors and lessons of highly successful people
54:45 - Savings advice for solopreneurs 58:30 - Relationship with money today
1:01:00 - Conversations about money, and how he is setting up his family for financial success
1:04:00 - Social media contact
1:04:50 - Rapid fire questions and answers
Show notes:
Linkedin: https://www.linkedin.com/in/bilalafolabi/
Website: https://www.northwesternmutual.com/financial/advisor/bilal-afolabi/
Today's Sponsor:
Ready to build your next app? 35th Street Builders can help you do that. Click here to schedule a free consultation - https://www.3sb.io/
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Amy Robach & T.J. Holmes present: Aubrey O’Day, Covering the Diddy Trial
Introducing… Aubrey O’Day Diddy’s former protege, television personality, platinum selling music artist, Danity Kane alum Aubrey O’Day joins veteran journalists Amy Robach and TJ Holmes to provide a unique perspective on the trial that has captivated the attention of the nation. Join them throughout the trial as they discuss, debate, and dissect every detail, every aspect of the proceedings. Aubrey will offer her opinions and expertise, as only she is qualified to do given her first-hand knowledge. From her days on Making the Band, as she emerged as the breakout star, the truth of the situation would be the opposite of the glitz and glamour. Listen throughout every minute of the trial, for this exclusive coverage. Amy Robach and TJ Holmes present Aubrey O’Day, Covering the Diddy Trial, an iHeartRadio podcast.
Good Hang with Amy Poehler
Come hang with Amy Poehler. Each week on her podcast, she'll welcome celebrities and fun people to her studio. They'll share stories about their careers, mutual friends, shared enthusiasms, and most importantly, what's been making them laugh. This podcast is not about trying to make you better or giving advice. Amy just wants to have a good time.