IAM1768 - Entrepreneur Helps Clients Develop Customized Financial Plans

Why it was selected for "CBNation Architects":

In this episode of I AM CEO podcast, host Gresham Harkless interviews Jenevieve Lenz, a professional entrepreneur support and wealth advisor who helps clients develop customized financial plans. Jenevieve is a third-generation entrepreneur who comes from a family of German, Scottish, and Eastern European immigrants. She is the founder of First Financial Group, based in Bethesda, MD, and works out of the Reston office.

In the interview, Jenevieve shares her personal journey and how she became a wealth advisor. She discusses the importance of customized financial planning for individuals and businesses, as well as the benefits of working with a professional advisor. Jenevieve also talks about the challenges of entrepreneurship and the rewards of helping clients achieve their financial goals.

Jenevieve shares her CEO hacks and nuggets, which include focusing on client needs and building strong relationships. She defines being a CEO as a leader who can inspire and empower others to achieve their goals.

Overall, the episode provides valuable insights into the importance of customized financial planning and the role of a professional advisor in helping clients achieve their financial goals. Jenevieve's experience and expertise in the field make this episode a must-listen for anyone interested in personal finance or entrepreneurship.

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Previous Episode: https://iamceo.co/2021/01/28/iam899-entrepreneur-helps-clients-develop-customized-financial-plans/