Business School with Sharran Srivatsaa

Episode 30

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Published on:

22nd Dec 2020

Stress Free Money with Chad Willardson

Like most entrepreneurs, you probably wake up each morning thinking about what else you can do to grow your business, how you can do more, and achieve more. Sharran’s guest, Chad Willardson, might have the answers for you. Chad is an award-winning Certified Financial Fiduciary, the Elected City Treasurer for the City of Corona, managing the city’s $350 million investment portfolio, and co-owner of the Draft Sports Complex. He is happily married and a father of five kids. Chad has been featured in the Wall Street Journal, Forbes, Inc., U.S. News and World Report, Entrepreneur Magazine, NBC News, Financial Advisor Magazine, California Business Journal, and many others. If you want to be stress-free, financially secure, and get personalized financial advice, stay tuned and learn from someone who can teach you how to grow your wealth and your business from personal experience instead of just from theory.

“Progress begins with telling the truth and looking at the facts.”

– Chad Willardson

In This Episode:

- The point of realization and seeing the big picture

- The first and most common obstacle to financial success

- Goals conversation process with Chad and his team

- What is the trust factor, and why is it important in choosing a financial advisor

- How do you choose the right advisor

- The fourth obstacle explained

- Understanding the sixth and the seventh Obstacle

- The “Give and Take Relationship” in the financial planning process

- Chad’s passion for coming up with strategies and helping clients design their futures

Resources:

- Stress Free Money: Overcome These 7 Obstacles to Find Financial Freedom

Connect with Chad Willardson and Pacific Capital:

Connect with Sharran:

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About the Podcast

Business School with Sharran Srivatsaa

Business School with Sharran Srivatsaa is the no-fluff, tactical podcast for founders, operators, and underdogs who want to grow with clarity, intention, and results. Hosted by entrepreneur, investor, and operator Sharran Srivatsaa—President and Managing Partner at Acquisition.com—this show cuts through the noise to deliver real-world strategies from someone who's built and exited five companies across multiple industries.

Sharran has helped scale two billion-dollar businesses, served as President of Real (NASDAQ: REAX), and led the 10x growth and sale of Teles Properties to Douglas Elliman (NYSE: DOUG). He brings lessons from Wall Street to Main Street, sharing what actually works—because he’s lived through what doesn’t.

Every episode offers simple, actionable playbooks for those who want to build extraordinary companies without the chaos. Whether you're a scrappy operator, a first-time founder, or a seasoned executive, Business School with Sharran Srivatsaa is your blueprint for building with purpose and winning on your terms.

For more free resources, visit Sharran.com

About your host

Sharran Srivatsaa

Sharran is a serial entrepreneur, sought after keynote speaker, and a respected thought-leadership resource for publications such as the Wall Street Journal, SUCCESS magazine, Huffington Post and Forbes.

While Sharran has had 5 exits in the last 19 years, and also a several humbling failed investments and business initiatives. He talks all about them on his top rated Spotify podcast, Business School.

Most recently, Sharran led Teles Properties’ unprecedented 10x growth over 5 years and a 4-year consecutive streak on the Inc. 500 fastest growing companies list resulting in its acquisition by national real estate powerhouse Douglas Elliman.

Prior to Teles, Sharran worked at both Goldman Sachs and Credit Suisse, where he collaborated with management teams of fast-growing businesses around the country on investment advisory and corporate strategy. Sharran also spent several years building recreational programs in the Caribbean, Middle East, and Hawaii for some of the finest international resorts such as the Four Seasons and Ritz-Carlton, also has deep experience working with technology companies such as Lightera (acquired by CIENA) and Obopay, a fast-growth mobile payments company.

Sharran is a Principal at Srilo Ventures, a multi-factor private investment fund that focuses investing in and advising technology companies and operating businesses in the consumer space. Having successfully completed many acquisitions, joint-ventures, management buyouts, mergers, and capital raises, Sharran serves as a director and advisor on numerous company boards.

He is also a member of the Genius Network, the highest-level marketing mastermind in the world led by whizkid Joe Polish, and also a member of Young President’s Organization (YPO).

After competing on the professional tennis tour, Sharran received his Bachelor’s degree in Computer Science from Luther College and his MBA with Honors from Vanderbilt University.