IAM1775 - Entrepreneur Helps People to Solve Financial Problems

Why it was selected for "CBNation Architects":

In this episode of the I AM CEO podcast, host Gresham Harkless interviews Chris Jackson, the founder of Lionshare Partners, a financial planning firm that helps high-net-worth individuals and small business owners solve their financial challenges. Chris draws on his decade of multidisciplinary experience to provide valuable insights into financial planning and management.

Throughout the interview, Chris emphasizes the importance of building relationships and understanding the unique needs of each client. He also discusses the challenges of managing individual and institutional assets and the benefits of working with a trusted financial advisor.

Chris shares his CEO hacks and nuggets, which include using Feedly and Buffer for content curation and social media management, respectively. He defines being a CEO as having personal intellectual property and creating a unique value proposition for clients.

Overall, the episode provides valuable insights into the importance of financial planning and the benefits of working with a trusted financial advisor. Chris's experience and expertise in the field make this episode a must-listen for anyone interested in improving their financial well-being.


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Previous Episode: https://iamceo.co/2019/07/03/iam-324-entrepreneur-helps-people-to-solve-financial-problems/