#090 A CFP Shares Things To Know About Financial Advisors, CFPs and Crypto, And Starting A Business During COVID
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On This Episode
Max Pashman is a Certified Financial Planner and has a large following on LinkedIN. He owns his own company Pashman Financial.
We discuss why his business model is changing the investing world for the better, early influences around money and starting a business during a pandemic.
He brings some hard earned wisdom along with industry-certified advice that everyone needs to pay attention to.
0:00 Intro
2:45 Growing up and parental influence on money
8:30 The importance of business and economics
10:15 Starting a business as a DJ in college
12:55 Important money lesson from his dad
13:50 California, life and money
16:50 The importance of social wealth, close friendships in business
24:40 Starting a business during COVID
30:27 Building trust digitally and in person matters
32:02 Give, Give, Give Then Ask! Leads and LinkedIN
35:45 Resources he found in order to start his business
39:40 Huge difference in money managers - fee based vs fee only
43:40 The problem with how financial companies are set up
47:15 Blockchain, crypto and guiding people through new assets
52:10 The importance of your WHY over money
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About the Podcast
If working a 9-5 for 60 years so you can retire with a little money and die a few years later is what you want to do, then this is not the podcast for you.
Stephen is an executive coach that works with executives and entrepreneurs to build the life that they want, personally and professionally.
This podcast is about contrarian investment strategies around time, energy and money to build the 4 types of wealth and utilize lifestyle design to create the life we want. The interviews are with hi-earning individuals on how they make money so you can copy us and grow wealth too!
Reaching that first $100k milestone is crucial and then the game changes.
Learn how the wealthy view time, energy and money so you can apply these proven strategies to your life.
