Jerry Fetta is the Co-founder and CEO of Wealth DynamX, a full-service, national, cloud-based wealth creation firm. He helps thousands of clients across the US build wealth. His passion is to provide financial education to families and individuals so they can become solvent and achieve greater financial freedom. Jerry is also the author of The Blueprint To Financial Freedom.
Here’s a glimpse of what you’ll learn:
- How Jerry Fetta became a financial advisor
- The financial lessons Jerry learned from the most successful investors
- Jerry talks about his system for building financial freedom and strategies for reducing taxes
- The benefits of developing a financial blueprint
- Jerry shares a success story from one of his clients
In this episode:
Many people start a business with the goal of gaining financial freedom. To achieve that, you need systems and processes to build business freedom, which translates into financial freedom. What does this entail?
To gain financial literacy and find a clear pathway to financial freedom, Jerry Fetta studied and learned from the most successful investors. Through this process, he devised a sequence of actions that investors can use to achieve financial independence, keep their finances organized, and grow their wealth. He now advises business owners looking for financial freedom to start with their end goal in mind. Jerry joins us today to share his insights.
In this episode of the Systems Simplified podcast, Adi Klevit interviews Jerry Fetta, the Founder and CEO of Wealth DynamX, about systems and strategies for achieving financial freedom. Jerry talks about his blueprint for building financial independence, tips for reducing debt and taxes payable, and shares a case study from one of his clients.
Resources mentioned in this episode:
- Adi Klevit on LinkedIn
- Business Success Consulting Group
- Wealth DynamX
- Jerry Fetta on LinkedIn
- Jerry Fetta on Instagram
- The Blueprint To Financial Freedom by Jerry Fetta
Sponsor for this episode:
This episode is brought to you by Business Success Consulting Group.
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