On this week’s episode of the Stride 2 Freedom podcast, we spoke with Chris Welton, Wealth Management Advisor at Northwestern Mutual. What impresses me about Chris the most, is his background in investment banking which gives him the ability to understand and bridge corporate strategy and finance with individual wealth management. Chris is equally nimble in discussing finance strategies and partnership structures which you will get a glimpse of in this episode, as he talks about individual asset allocation and insurance coverage. The reason I wanted Chris to join us today is because business owners typically wait too long to engage an advisor or coach to help them manage their assets. As Chris so aptly shared, “You can never be too early, but you can be late.”
We also spend time in this episode talking about the power of having a plan and the importance of putting one together. “Hope is not a plan,” as Chris let us know. Financial planning and investing can be tough topics for a lot of people, but Chris makes it his number one priority to put his clients’ needs above all else.
Chris focuses on the “triangle” of business, personal, and legacy to help his clients build a financial plan. Whether it be a small business owner, or large corporation, Chris treats each client with the utmost mindfulness and vigilance. As a business owner himself, Chris brings a relatability to the table you will not find anywhere else. Listen now.
In this Freedom Speaker Series episode with Chris Welton, you will learn:
- The importance and value of a wealth advisor
- The simple power of a plan and checklist
- How to establish a strong client / advisor relationship
We are fortunate to have Chris available to spend time with us on this edition of Stride 2 Freedom. If there is a speaker you’d like us to interview, let us know. Stay well. Stay safe. Stay healthy.
Show Notes and Links From Episode:
Chris Welton LinkedIn
Northwestern Mutual
