How to be Innovative in The World of Wealth Management

Kirk Chisholm is a Wealth Manager, Economist, and Principal at Innovative Advisory Group.  His background and areas of focus are portfolio management and investment analysis in both the traditional and alternative investment markets. 

Since 1999, Kirk has been providing wealth management services to individuals, executives, entrepreneurs, and their families, as well as businesses and organizations. Over the years, he has been highly dedicated to developing lasting relationships with all of his clients. One of the benefits of working with Kirk is his patience and ability to provide a clear and easy to understand explanation of complex financial concepts.

Prior to integrating with Innovative Advisory Group in 2008, Kirk founded Stirling Global Advisors, LLC in 2005, a full-service private wealth management firm. Kirk has also held wealth management roles at both UBS PaineWebber and Smith Barney.

Listen in as they discuss:

• How Kirk got into wealth management.
• The reasons why his business is innovative in wealth management.
• Lack of advertisement as the reason behind the limited knowledge of RIA.
• Some of the things that put people at risk when investing in real estate through an RIA.
• Questions that should be asked about alternative investments.
• Some of the challenges that are observed from RIA clients.
• How to do smart investing.

And, more!

TIP OF THE WEEK

Mark: My tip of the week is learn more, go to innovativewealth.com and also, do check out the Money Tree Podcast.

Scott: Sometimes you have to move files from one computer to another, or you have to move files from your phone or iPad to a computer. Macs sometimes have Airdrop but it’s not always convenient so check out SnapDrop.net. All you do is open it up on your browser and you’ll see this in the middle of your computer that says Coral Pipe (maybe your says something else), and what will happen is, if I go to another device around me like my phone for example, and go to SnapDrop.net it will now see through the internet connection the other computer. If I drop a picture or file through there, it will move it to the other device seamlessly.

Kirk: The one thing I think that has been the most productive for me this year is the book called The 12 Week Year by Brian P. Moran. It is so good, it helped me basically take a full year's worth of productivity and jamming into one quarter. I got all my year goals accomplished this year in the first quarter, it was amazing and I’m still shocked that I was able to do that. That is one of the books that I love and I’m spending the next two weeks re-reading it again to make sure I can do it again this year.

WANT TO LISTEN MORE?

Did you like this episode? If so, tune into another one of our exciting episodes with special guest Omar Khan as we discuss how to get a passive return on your investment.

Isn’t it time to create passive income so you can work where you want, when you want and with whomever you want?