Building Wealth Early: Lessons from a Top Financial Advisor with Travis Freeman

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The Investipal Podcast

Investipal

44 episodes

5 days ago

Join Cameron Howe, CEO of Investipal, as he sits down with the most influential minds in wealth and investment management. From portfolio strategy and market trends to business growth, marketing, and innovation, every episode delivers practical insights and actionable advice to help financial professionals thrive. Whether you’re building your business, optimizing portfolios, or staying ahead of industry shifts, this podcast is your go-to resource for navigating the evolving world of wealth management.

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Building Wealth Early: Lessons from a Top Financial Advisor with Travis Freeman

The Investipal Podcast

25 minutes 36 seconds

1 year ago

Building Wealth Early: Lessons from a Top Financial Advisor with Travis Freeman

Travis Freeman is a partner at a $30 billion RIA and author of Make Your Money Work and The Fortune of Youth, his newest release that explains how time is the greatest asset for building wealth.

In this episode, we talk about Travis's journey from a life-changing accident to becoming a top financial advisor. We also discuss his experience building a startup, how he approaches marketing, the future of wealth management, AI, Madonna, and much more.

Please enjoy our conversation with Travis Freeman.

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Links:

The Investipal Podcast is produced by ⁠⁠⁠⁠www.investipal.co⁠⁠⁠⁠. Past guests include ⁠⁠Peter Lazaroff⁠⁠, ⁠⁠Douglas Boneparth⁠⁠, ⁠⁠Jamie Hopkins⁠⁠, ⁠⁠Tyrone Ross⁠⁠ and many more.

Follow us on LinkedIn: ⁠⁠www.linkedin.com/company/investipal⁠⁠⁠⁠ | ⁠⁠⁠⁠www.linkedin.com/in/cameronhowe/⁠⁠; Twitter: ⁠⁠www.twitter.com/camhowe16⁠⁠ | ⁠⁠www.twitter.com/investipal⁠⁠; Tiktok: ⁠⁠www.tiktok.com/@camhowe16⁠⁠ | ⁠⁠www.tiktok.com/@investipal⁠⁠; or Instagram: ⁠⁠www.instagram.com/investipal/⁠

Find Travis Freeman at:

https://www.linkedin.com/in/traviscfp/

https://monetagroup.com/professional/travis-freeman/

https://www.amazon.com/Fortune-Youth-Create-Happiness-Success-ebook/dp/B0D4JRJ8HP?ref_=ast_author_mpb

https://www.amazon.ca/Make-Your-Money-Work-Performance/dp/074147557X

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Key Takeaways

Travis shared his journey into the finance industry, beginning with a life-altering car accident at 17 that led him to seek the advice of a financial planner.
Discussing the launch of his startup, Planwell, Travis highlighted the value of entrepreneurship and the benefits of leveraging technology to enhance financial training and education delivery.
He underscored the power of early financial planning, touching on the principle of compounding and the importance of leveraging time to build wealth, which forms the core message of his book, The Fortune of Youth.
Looking towards the future of wealth management, Travis suggested that advancements in AI and technology will likely augment the services of financial professionals, enhancing the value they can provide to clients.

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Timestamps

00:00 The Journey of a Financial Advisor: From Door-to-Door Sales to Wealth Management 06:19 The Power of Time: Leveraging Finite Resources for Financial Success 21:52 Financial Education and the Client-Centered Approach in Wealth Management