Build Your Financial Dream Team - The Get Ready Money Podcast

On this episode of The Get Ready Money Podcast, I spoke with Alissa Maizes, Julie Pinkerton and Maxwell Schmitz about building your financial dream team.

🔹 How to build your financial dream team.

🔹 What is a financial dream team and how can it help you?

🔹 Collaboration helps to bridge differences.

🔹 How advisors can start to feel comfortable with collaborating.

🔹 Going beyond your expertise can cost your clients significantly, you can’t be an expert in all things.

🔹 Teaming up with other experts helps you uncover unknown unknowns.

🔹 Advisors need to communicate and work together to find solutions for the clients.

 🎥 Watch this episode below: 

Connect with Alissa Maizes: 

•  Amplify My Wealth Website (here)
•  LInkedIn (here) 
•  Instagram ( @amplifymywealth )

Connect with Julie Pinkerton 

•  ClientFirst Website (here)
•  LinkedIn (here)

Connect with Maxwell Schmitz: 

•  LinkedIn (here)
•  Dingo Technologies website (here)
•  Yetworth website (here)

Mentioned on this episode:

•  DNA Behavior (here)
•  Klontz Money Script® Inventory-Revised (KMSI-R) - (here)

 Bios: 

Alissa Maizes is an award-winning financial literacy content creator, is a licensed attorney and registered investment advisor who provides women and young adults with financial advice and a plan to embrace the life they want. Whether sharing financial literacy content or advising clients of Savvy Ladies with pro bono advice or clients of her firm, Alissa meets you wherever you are on your journey, whether living paycheck-to-paycheck and striving to eliminate high-interest debt or are already a millionaire. Alissa's approach eliminates the traditional "waiting game" for clients who cannot afford to have a fiduciary financial advisor putting their needs first, providing trusted financial and investment advice and guidance to implement their plan to ensure they achieve the life they want sooner than you imagine.

Julie Pinkerton, CLU®, ChFC®, LUTCF® is the CEO of Evozen, LLC. Evozen's ClientFirst™ community unites independent Rainmakers in insurance, investments, law and tax as Centers of Influence. ClientFirst™ is solving the most challenging problem these professions face - the continual need for organic client growth. ClientFirst™ is the only national, fully-diverse digital community that creates the right environment for people to connect in order to provide top service to their clients and solve their most challenging problems. 

Julie is a contributing writer for U.S. News & World Report, focusing on financial topics since 2021. She is in the midst of authoring a book, "BLINK, Because Life Isn't Neat & Clean"

Maxwell Schmitz, MSFS, CLTC is a third-generation DI specialist.  He is co-founder of Dingo Technologies, Inc. and President of Yetworth Insurance Solutions, a disability-focused insurance agency.  He also currently serves as President of the International DI Society, an association of the nation's top DI minds. Max also serves as the chair of his town's Bicycle and Pedestrian Advisory Committee. He is a sitting member on the board of The Plus Group, America's Premier Disability Insurance Marketing Organization. In his spare time he is also the father/coach of three energetic/athletic kids (ages 7, 5, and 3), husband to an amazing wife, and is a thru-hiking junkie.