In this episode, we sit down with Luke Vennard, founder of the Sterling Group, to explore his remarkable journey in the world of finance and investment. Luke opens up about the pivotal moments that shaped his career, the principles that guide his decisions, and the role of authenticity in achieving greatness. From early struggles to managing multi-million dollar funds, Luke's story is a testament to the power of perseverance, humility, and strategic action. Tune in to learn how to navigate the complexities of the financial world while staying true to your values.
Chapters:
00:00 Podcast Beginnings and Authenticity Struggles
03:07 Social Media and Perception vs. Reality
37:23 The Value of Formal Education and Alternative Paths
42:57 Building a Family Business and Overcoming Challenges
01:13:31 Building a Nine-Figure Net Worth
01:23:56 The Power of Affirmations and Purpose
Bio:
Luke has been active in Financial Services since 2004 and has worked in areas including insurance, premium financing, business planning, legacy and tax planning, portfolio creation and management, private placement offerings, venture capital, growth equity, and private equity as well as many other diverse investment fields.
Operating as an Investment Advisor Representative under the fiduciary standard Luke has enjoyed creating comprehensive and unbiased financial plans for families, Individuals, and businesses leveraging his broad and valuable understanding of the ever-evolving financial landscape. Luke is a member of the Million Dollar Round Table and has been recognized nationally for his success by some of the largest companies in the world.
Married to his high school sweetheart and a father of 4 children, family is a priority. When not working Luke enjoys spending time with his wife and children, volunteering in his community, and traveling. He is also an avid automotive enthusiast and enjoys many other wholesome recreational activities.
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Therapy Gecko
An unlicensed lizard psychologist travels the universe talking to strangers about absolutely nothing. TO CALL THE GECKO: follow me on https://www.twitch.tv/lyleforever to get a notification for when I am taking calls. I am usually live Mondays, Wednesdays, and Fridays but lately a lot of other times too. I am a gecko.