Why it was selected for “CBNation Architects”:
In this episode of the I AM CEO podcast, host Gresham Harkless interviews Chris Jackson, the founder of Lionshare Partners, a financial planning firm that helps high-net-worth individuals and small business owners solve their financial challenges. Chris draws on his decade of multidisciplinary experience to provide valuable insights into financial planning and management.
Throughout the interview, Chris emphasizes the importance of building relationships and understanding the unique needs of each client. He also discusses the challenges of managing individual and institutional assets and the benefits of working with a trusted financial advisor.
Chris shares his CEO hacks and nuggets, which include using Feedly and Buffer for content curation and social media management, respectively. He defines being a CEO as having personal intellectual property and creating a unique value proposition for clients.
Overall, the episode provides valuable insights into the importance of financial planning and the benefits of working with a trusted financial advisor. Chris's experience and expertise in the field make this episode a must-listen for anyone interested in improving their financial well-being.
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Chris Jackson Teaser 00:00
And what I'm really trying to do is help them engage in terms of answering three basic questions. Where they are right now, what do they have? What are their income what they do, where do they want in the future? And what are the tools and what are they willing to do to make those changes, to make that future come to fruition?
Do you want to learn effective ways to build relationships, generate sales, and grow your business from successful entrepreneurs, startups, and CEOs, without listening to a long, long, long interview?
If so, you've come to the right place. Gresham Harkless values your time and is ready to share with you precisely the information you're in search of.
This is the I AM CEO podcast.
Gresham Harkless 00:43
Hello, hello, hello, this is Gresh from the I AM CEO podcast and I appreciate you listening to this episode. And 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 thy 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 Chris Jackson of Lionshare Partners. Chris it's awesome to have you on the show.
Chris Jackson 02:08
Gresh, thanks for having me.
Gresham Harkless 02:09
No problem. Super excited to have you on. What I wanted to do is just read a little bit more about Chris so you can hear about all the awesome things that he's doing.
Chris is the founder of Lionshare Partners, a trusted financial planning firm. He draws on a decade of multidisciplinary experience to help high-net-worth individuals and small business owners solve their financial challenges. Prior to founding Lionshare, Chris helped manage over 300 million of individual and institutional assets and held senior roles at multiple globally recognized investment firms
As an entrepreneur, speaker, and media personality, Chris has been featured in several news outlets such as CNN, Huffington Post, Wall Street Journal, and the Washington Post. He currently serves as a board member of the nonprofit Strive LA, a mini campus for Los Angeles inner-city youth. He also serves as a market analyst for the iHeartRadio Podcast City, Watch on the Air.
Chris, are you ready to speak to the I AM CEO community?
Chris Jackson 03:04
I'm fired up. Ready to go!