In this episode, we welcome James Brewer, the founder of Envision Wealth Planning, named one of the Best Financial Advisors in Chicago. James is transforming the financial industry with his groundbreaking subscription-based model, designed to serve high-income professionals without requiring substantial assets. But his expertise doesn't stop at finances—James is passionate about integrating personal values into his strategies, with a special focus on gender empowerment and racial equity. Join us as we dive into how James combines life coaching with financial planning to create personalized, value-driven portfolios that inspire clients to live and invest with purpose.
Don't miss this insightful conversation!
#FinancialPlanning #WealthBuilding #GenderEquity #RacialEquity #LifeCoach #InvestWithPurpose #Empowerment #NextBigThingPodcast #JamesBrewer #ChicagoFinance #PersonalValues #FinancialFreedom #HighIncomeProfessionals #SubscriptionModel #PurposeDrivenLife #PodcastInterview #KeithDTerry #thenextbigthingwithkeithdterry
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Keith D. Terry and JJaed Productions, LLC produced this episode. www.jjaedproductions.com
Please Follow us on our YouTube channel at www.youtube.com/@keithdterry
For podcast guest recommendations, contact kterry@terryperformancegroup.com
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