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:

- Website

- Linkedin

- Facebook

- Instagram

- Twitter

- YouTube


Connect with Sharran:

- Website

- LinkedIn

- Facebook

- Instagram

- Twitter

Listen for free

Show artwork for Business School with Sharran Srivatsaa

About the Podcast

Business School with Sharran Srivatsaa
Business School is hosted by Sharran Srivatsaa, President of Real (TSX: REAX) (NASDAQ: REAX), the fastest-growing, publicly-traded, real estate brokerage in the world. Sharran grew Teles Properties by 10x in 5 years to $3.4 Billion in sales and eventually sold the business to Douglas Elliman. Sharran is also an accomplished “deal guy” and private equity investor. He is the Chairman of private equity firm Highland Prime which focuses on investing in service-businesses and also the Chairman of ARC Multifamily Group which focuses on value-add multifamily investment projects.

Sharran is a former Goldman Sachs and Credit Suisse banker and a sought after keynote speaker and is the creator of the wildly-popular 5am Club call for Entrepreneurs.

On this podcast, Sharran shares his best secrets on how to grow your business strategically, how to build your brand elegantly, most importantly integrate the profits in your business with an overall joyful life.

For more free resources visit Sharran.com

About your host

Profile picture for Sharran Srivatsaa

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.