THINK Business Podcast: Jon Dwoskin Interviews Jessica Willis, Founder & CEO of Pocketnest
Listen on Apple Podcasts Badge
stitcher logo

How to Continue to Forge Ahead In Your Business

-

After two decades in wealth management co-managing $1 billion for more than 300 families, Jessica Willis noticed gen Xers and millennials have a totally different approach to personal finance. But the majority (a whopping 86 percent!) of financial advisors ignore them.

We want more autonomy, more ownership. We’re not going to pay someone loads of money to do something we’re pretty sure we can figure out on our own.

But 90% of us lack a critical piece to our financial plans despite the resources available to us. Why?

Jessica believes everyone should have access to a complete financial plan, not just the wealthy and finance nerds.

So, she set out to change the landscape. With a team of super smart partners, they created a way to make financial planning approachable, quick, easy, and even fun. In just 10 minutes a month, you can build and keep track of your own plan. They do this with no investor-speak, monthly fees or in-person meetings. And it’s completely free!

*E – explicit language may be used in this podcast.

Next Post
Previous Post

Successful? Stuck? Ready to Get Unstuck?

Think Big!™

800.485.3120 | 248.535.7796 | jon@jondwoskin.com

©2015 – 2020 The Jon Dwoskin Experience. ALL RIGHTS RESERVED.

Your Privacy Is Guaranteed. We will never give, lease or sell your personal information. Period. The End!

WARNING: Requires Discipline, Humility and Curiosity: There is one way – and one way only – that you and your business can benefit from my leadership training and advice: Hard work. Your hard work. How much your business will grow depends on your passion and your dedication. While I can help get you there, it’s your responsibility to make it happen. I make no promises and offer no guarantees about your success. I promise to give you instruction, advice, guidance, tools, strategies and direction. I’m serious about getting you there, but you have to be serious about getting yourself there and giving it everything you’ve got...x100. I also won’t give you any advice outside my capacity as a business coach, so be sure to have your own solid team of professional advisors to direct you with your taxes, accounting, physical and mental health, legal matters, insurance, and other matters. If you are ready to take on the challenge, let’s do this!

Every client experiences the Jon Dwoskin Promise

Privacy Policy | Terms & Conditions