Episode #292 with Jim Oliver: Become Your Own Banker
Jim Oliver founded CreateTailwind in 1988 in Denver, CO. Originally a full-service financial planning firm, Jim and his team weathered two major corrections and pivoted CreateTailwind’s focus to building wealth beyond Wall Street.
Teaching clients to create wealth without brokers and financial planners took off. To most people, becoming their own banker was something they couldn’t envision. Most people park their money in qualified plans or with a “broker” and hope that the money grows.
Jim reminds his clients that, “hope is not a strategy”. He teaches them that becoming their own banker means they accumulate money AND they deploy it to make even more money. This is the mind shift!
Under Jim’s leadership, CreateTailwind exploded to become a multi-location nationally recognized firm helping thousands of individuals and businesses around the United States.
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HOST AND GUEST:
Nada Lena Nasserdeen