Jim Dew is the CEO and Founder of Dew Wealth Management, an advisory firm dedicated to simplifying the complex nature of an entrepreneur’s entire financial health system.
Jim has twenty-seven years of experience building virtual family offices for entrepreneurs. He is a Certified Financial Planner, Chartered Financial Consultant, and a Certified Private Wealth Advisor.
Passionate about helping others, Jim is also active in the community and has raised over $900,000 for the children’s charities in Arizona.
In today's episode of the Passive Wealth principles podcast, Jake Harris will have an insightful conversation with Jim about his incredible journey from being a math teacher to becoming a financial advisor to some of the most successful entrepreneurs in the world.
You will find out a little bit about Jim’s background and personal story.
He will share how he met his wife, Mimi, and how she helped him become who he is today.
You will learn more about what a virtual family office is and how it works.
Jim will share more about what he does to help his clients and how is his process structured.
He will also talk about the biggest challenges he had to face with his business, the importance of being on the same side of the table with your client, a significant investment that has given him more freedom, the three keys to real happiness and much more.
Listen now and enjoy!
What You’ll Learn in this Show:
What is a virtual family office and how it works
What does Jim do for his clients and how is his process structured?
The importance of being on the same side of the table with your client