Why it was selected for "CBNation Architects":
In this episode of the I AM CEO podcast, host Gresham Harkless interviews Chris Jackson, the founder of Lionshare Partners, a financial planning firm that helps high-net-worth individuals and small business owners solve their financial challenges. Chris draws on his decade of multidisciplinary experience to provide valuable insights into financial planning and management.
Throughout the interview, Chris emphasizes the importance of building relationships and understanding the unique needs of each client. He also discusses the challenges of managing individual and institutional assets and the benefits of working with a trusted financial advisor.
Chris shares his CEO hacks and nuggets, which include using Feedly and Buffer for content curation and social media management, respectively. He defines being a CEO as having personal intellectual property and creating a unique value proposition for clients.
Overall, the episode provides valuable insights into the importance of financial planning and the benefits of working with a trusted financial advisor. Chris's experience and expertise in the field make this episode a must-listen for anyone interested in improving their financial well-being.
Check out one of our favorite CEO Hack’s CEO Web Shop. Get your free audiobook and check out more of our favorite CEO Hacks HERE.
In this episode of the I AM CEO podcast, host Gresham Harkless interviews Chris Jackson, the founder of Lionshare Partners, a financial planning firm that helps high-net-worth individuals and small business owners solve their financial challenges. Chris draws on his decade of multidisciplinary experience to provide valuable insights into financial planning and management.
Throughout the interview, Chris emphasizes the importance of building relationships and understanding the unique needs of each client. He also discusses the challenges of managing individual and institutional assets and the benefits of working with a trusted financial advisor.
Chris shares his CEO hacks and nuggets, which include using Feedly and Buffer for content curation and social media management, respectively. He defines being a CEO as having personal intellectual property and creating a unique value proposition for clients.
Overall, the episode provides valuable insights into the importance of financial planning and the benefits of working with a trusted financial advisor. Chris's experience and expertise in the field make this episode a must-listen for anyone interested in improving their financial well-being.
Check out one of our favorite CEO Hack’s CEO Web Shop. Get your free audiobook and check out more of our favorite CEO Hacks HERE.
I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!
More Episodes
Get this podcast on your
phone, FREE
