EP74: Mastering the Mindset of the Wealthy - Steven Bowles, CLU®
To get a glimpse of the mindset of well-off families, we invited Steven Bowles, CLU® to give us a comprehensive view of income generation, planning, and preservation. Drawing from his wealth advisory experience, he'll guide us in learning the blueprint for structuring our lives around true wealth and passive income. Check out this episode!
- Game-changing power of mindset and the perks of passive income
- How wealthy families think and plan out their legacy
- Factors that affects a person’s perspective on passive income
- The true secret behind every wealthy families’ success
- Ultimate guide for starters who want to create wealth effectively
About Steven Bowles, CLU®
Steven founded Catalyst Advisory to take the experience he gained by working in a family office advisory firm and apply the best practices learned there to other families under an independent umbrella. Catalyst works with the best insurance professionals, wealth management firms, and trusted advisors to solve problems for their clients. Steven’s expertise, experience, and independent streak make Catalyst the ideal solution for families seeking to make the most of their financial legacy.
After spending the first decade of his career with the community and regional banks, helping them navigate statement compliance and distribution and transitioning them to digital platforms, Steven followed his passion for helping families and companies thrive by becoming an expert in all life insurance and advanced planning areas.
Connect with Steven
- Website: Catalyst Advisory
- Podcast: Catalyst Advisory
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