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IAM1768 - Entrepreneur Helps Clients Develop Customized Financial Plans
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:16:29
- More information
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Synopsis
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