IAM1768 – Entrepreneur Helps Clients Develop Customized Financial Plans

Why it was selected for “CBNation Architects”:

In this episode of the I AM CEO podcast, host Gresham Harkless interviews Jenevieve Lenz, a professional entrepreneur support and wealth advisor who helps clients develop customized financial plans. Jenevieve is a third-generation entrepreneur who comes from a family of German, Scottish, and Eastern European immigrants. She is the founder of First Financial Group, based in Bethesda, MD, and works out of the Reston office.

In the interview, Jenevieve shares her personal journey and how she became a wealth advisor. She discusses the importance of customized financial planning for individuals and businesses, as well as the benefits of working with a professional advisor. Jenevieve also talks about the challenges of entrepreneurship and the rewards of helping clients achieve their financial goals.

Jenevieve shares her CEO hacks and nuggets, which include focusing on client needs and building strong relationships. She defines being a CEO as a leader who can inspire and empower others to achieve their goals.

Overall, the episode provides valuable insights into the importance of customized financial planning and the role of a professional advisor in helping clients achieve their financial goals. Jenevieve's experience and expertise in the field make this episode a must-listen for anyone interested in personal finance or entrepreneurship.

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Previous Episode: https://iamceo.co/2021/01/28/iam899-entrepreneur-helps-clients-develop-customized-financial-plans/

Transcription:

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Jenevieve Lenz Teaser 00:00

The worst people to get advice from are family members, right? They don't have confidence that it's gonna work out. They don't want to see you get hurt. I think that's the issue, right? So think outside the box. Don't talk to family members. I know you're gonna want to, and they're gonna wanna know what you're doing.

Intro 00:16

Are you ready to hear business stories, and learn effective ways to build relationships, generate sales, and level up your business from awesome CEOs, entrepreneurs, and founders, without listening to a long, long, long interview?

If so, you've come to the right place. Gresh values your time and is ready to share with you the valuable info you're in search of.

This is the I AM CEO podcast.

Gresham Harkless 00:43

Hello, hello, hello. This is the I AM CEO podcast and I appreciate you listening to this episode. If you've been listening this year, you know that we hit 1600 episodes at the beginning of this year. We're doing something a little bit different where we're repurposing our favorite episodes around certain categories, topics, or as I like to call them business pillars that we think are going to be extremely impactful for CEOs, entrepreneurs, and business owners. Or what I like to call the CB Nation architects, those that are looking to level up their organizations.

This month we are focusing on knowing the numbers. I could hear the phrases from Mr. Wonderful on Shark Tank, and if you understand or don't understand exactly what numbers is, think finance, economics, accounting, capital, investment, funding, bootstrapping, anything that's around numbers. So, We have to understand how important it is to know your numbers and how important that is for you to forecast, make decisions, and to be able to truly strategize around your business and do that successfully.

Things are gonna be a little bit different obviously, this month. So look for CEO hacks and CEO nuggets and interviews that focus around this. But more than everything else, make sure that you know your numbers because they're extremely important to the life of your business.

Hello, hello, hello. This is Gresh from the I AM CEO podcast and I have a very special guest on the show today I have Jenevieve Lenz of First Financial Group. Jenevieve, it's awesome to have you on the show.

Jenevieve Lenz 02:08

Thanks for having me, Gresh. Glad to be here.

Gresham Harkless 02:10

Super excited to have you on as well too. Before we jump in, I want to read a little bit more about Jenevieve so you can hear about all the awesome things that she's doing.

Jenevieve or John Veev, because I know you speak multiple languages, is a professional entrepreneur, support and wealth advisor who wears many hats. She's the third generation entrepreneur from a family of German, Scottish, and Eastern Europe Immigrants. First financial group is based in Bethesda, Maryland, and she works out of the Reston office.

Jenevieve or John Veev are you ready to speak to the I AM CEO community?

Jenevieve Lenz 02:35

Yes, sir. I am. Let's get it going.