Back on the Wealth Without Bay Street’s Advisor series, Liz Lamond is an advisor with Ascendant Financial. She discovered IBC after investing in real estate through mortgages for many years and discovered a better way of managing the banking function in her life. Since then, she now helps her clients reduce the financial stress in their lives by guiding and coaching them through the infinite banking process. Getting to help people with a solution that works for their personal and business lives and makes a difference to their long-term planning and provides for their family's needs now and in the future. Liz came to IBC from the healthcare industry and now coaches her clients back to financial health.
IN THIS EPISODE, YOU WILL LEARN:
0:00 Introduction
2:06 How Liz discovered IBC and her journey implementing it
7:38 The optimal mindset of clients that Liz loves to work with
10:22 What inspires Liz the most about IBC
13:37 The connection between financial frustration leading to freedom in IBC
17:56 Liz’s advice to potential IBC Advisors
19:52 The importance of being a learner through the IBC process
24:15 Who Liz wants to be a hero to
Susan Latremoille has been a wealth advisor for over 35 years. Susan assisted her clients to financially plan for their retirements and managing their...
Today Richard and Jayson discuss important aspects of Nelson Nash’s book, “Becoming Your Own Banker.” This book shows that the need for finance, during...
Wealth Without Bay Street EPISODE 131: Featuring on today’s episode is Cherry Chan. Cherry is an entrepreneur, author, blogger, and mom of two young...