Management Blueprint

https://feed.podbean.com/profservtraction/feed.xml

Interviews with CEOs and Entrepreneurs about the frameworks they are using to build and scale their businesses.

Episodes

Monday Jul 17, 2023

169: Build Your Wealth in 4 Steps with Elliot Kallen

Monday Jul 17, 2023

Elliot Kallen is the Owner of Prosperity Financial Group, where he helps successful individuals, families, and businesses to build, manage, and protect their wealth. We discuss the four main steps to building wealth, the number one goal for retirees today, and what holistic wealth management is all about.

Time Stamps

[00:37] Elliot's entrepreneurial journey

[02:33] Elliot's experience with management blueprints

[06:13] How to build wealth in 4 steps

[08:56] The two main ways to distribute your wealth

[12:10] How Elliot and his team manage people's assets and money

[14:30] The number one goal for retirees today

[17:31] Elliot's plan for distributing his wealth

[20:56] Parting thoughts

Links and Resources

Steve and Greg Cleary's Book: Pinnacle: Five Principles that Take Your Business to the Top of the Mountain

Work with Steve - Stevepreda.com