948 - How to Create an Effective Wealth Building Team

James and Charley are not wealth advisors, so in this episode they direct you to the pros. [01:28]

How can you benefit from a wealth-building team? Let’s count the ways… [02:52]

If you’re still not convinced you need professional help, here’s the advantage in numbers. [07:55]

Those tips you picked up at a barbecue? You may want to get better advice. [09:45]

A good wealth professional protects you from these pitfalls… [12:31]

So who exactly do you want on your team? [15:45]

First thing’s first - you need someone to be keeping score. [17:24]

A business needs an accountant, and they’re just as important in building wealth. [17:50]

Getting a good financial planner is critical to your wealth-building. [19:24]

This is how you pick financial professionals - and hint: it’s not their interview skills. [23:37]

There’s a variety of ways a good broker comes in handy. [27:31]

This professional’s fee may seem hefty, but the benefit far outweighs the cost. [30:35]

If you have any plans at all to sell your business, you’ll need one of these. [36:28]

Do your professionals work with other business owners? [39:21]

They’re a team - you want them talking to each other. [41:47]