
When Dave Wolcott advises his clients to invest in themselves, he is not speaking figuratively.
As the founder and CEO of Pantheon Investments, Dave helps people utilize the same wealth-building tools that the wealthy employ to expand and secure their fortunes. Dave evangelises the idea of holistic wealth: being wealthy also means being healthy and happy. Today, he shares his perspective with Jason as the two dive into the oft-misunderstood world of investing. Highlights include:
- Dave lays out his 5-phase approach to wealth creation.
- We explore the idea of finding your Massive Transformational Purpose (MTP) and how it can help you win.
- We identify some specific steps you can take today to grow and secure your wealth.
Show Links/ Social Links
- LinkedIn: Jason Ballard - https://www.linkedin.com/in/jason-ballard-795a0587/
- LinkedIn: Soar Higher - https://www.linkedin.com/company/soar-higher-business-solutions/
- Soar Higher Facebook - https://www.facebook.com/soarhigherjasonballard
- Soar Higher Youtube - https://www.youtube.com/channel/UCazXTUWfddwR9blL-3KUG_A
- Website: www.soarhighercoaching.com
- Learn more about Dave's work: https://pantheoninvest.com/
- Check out some free tools on Dave's website: pantheoninvest.com/wealth-strategy
- Please consider donating to help critically-wounded veterans: thefund.org
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