Interviews with CEOs and Entrepreneurs about the frameworks they are using to build and scale their businesses.
Episodes
Monday Dec 28, 2020
Monday Dec 28, 2020
Chad Willardson is the founder and CEO of Pacific Capital, a fiduciary wealth management firm, the co-founder of The Draft Sports Complex, and twice-elected City Treasurer of Corona, California. He recently published Stress-Free Money: Overcome These Seven Obstacles to Find Financial Freedom, which already accumulated 89 five-star reviews on Amazon.
Time Stamps
[00:53] Chad’s professional background and why he started his company
[03:10] The evolution of Pacific Capital since its inception
[06:55] How Pacific Capital is different from other wealth management firms
[08:40] Financial health checks and recommendations for financial robustness
[10:52] Major money mistakes that people make
[13:03] How Pacific Capital helped an entrepreneur find clarity
[15:59] Pacific Capital’s big and small client services
[17:58] Levels of diversification and asset classes
[20:58] Advice for high-risk investment
[22:49] The effect of low interest rates on investment
[25:07] What to look for in a fiduciary advisor
[26:58] Chad’s mentors and influences
Links and Resources:
Chad Willardson’s LinkedIn Profile
Chad Willardson’s book Stress-Free Money
https://StevePreda.com
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