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Think Like the Rich with Timothy Clifford
Manage episode 437582111 series 3265827
Can you think your way to wealth? Do rich people think differently? Can you learn the secret?
On today’s episode of Get Your FILL, Financial Independence & Long Life, Timothy Clifford reveals what he’s learned from decades of working with individuals of high net worth. Listen in to learn those secrets for yourself.
Connect with Tim: www.planassist.com
About Timothy Clifford
My career began on the Chicago Mercantile Exchange floor in the 1980s, starting as a runner and then a trader, which gave me foundational knowledge of financial markets. In the 1990s, I joined Charles Schwab & Co., where interacting with financially successful clients helped me distinguish between high earners and substantial wealth accumulators. This understanding shifted my focus from trading to wealth management.
By the 2000s, I advanced into leadership, furthering my resolve to aid others in wealth building. In 2012, after becoming a Certified Financial Planner®, I founded Core Wealth Consultants LLC in Central Florida. This experience led to the creation of PlanAssist®, a milestone in my career, aiming to simplify wealth-building for those needing help with prioritization and organization.
257 епізодів
Manage episode 437582111 series 3265827
Can you think your way to wealth? Do rich people think differently? Can you learn the secret?
On today’s episode of Get Your FILL, Financial Independence & Long Life, Timothy Clifford reveals what he’s learned from decades of working with individuals of high net worth. Listen in to learn those secrets for yourself.
Connect with Tim: www.planassist.com
About Timothy Clifford
My career began on the Chicago Mercantile Exchange floor in the 1980s, starting as a runner and then a trader, which gave me foundational knowledge of financial markets. In the 1990s, I joined Charles Schwab & Co., where interacting with financially successful clients helped me distinguish between high earners and substantial wealth accumulators. This understanding shifted my focus from trading to wealth management.
By the 2000s, I advanced into leadership, furthering my resolve to aid others in wealth building. In 2012, after becoming a Certified Financial Planner®, I founded Core Wealth Consultants LLC in Central Florida. This experience led to the creation of PlanAssist®, a milestone in my career, aiming to simplify wealth-building for those needing help with prioritization and organization.
257 епізодів
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