Joseph Eschleman, CIMA®Heart 2 Biz Podcast 09.23.2021
Heart 2 Biz is a weekly podcast focused on local Sacramento professionals and entrepreneurs who “pour their hearts into their businesses.” Focused on finding out not only how people are building and running their businesses, but how they are doing so with integrity and heart.
Click below to watch the 26 minute podcast and to discuss his crazy journey – not only how the permanent Pennsylvania-to-California cross-country adventure he took in 1999 helped to shape his heart and shape him as a person, but also how his evolution from employee to business owner and entrepreneur has shaped his character and overall outlook on life. It’s a great (and crazy!) story with plenty of interesting twists and turns, confirming what virtually every Towerpoint Wealth client already knows to be true – that the energy Joseph pours into his client partnerships and into Towerpoint Wealth has a foundation based on both integrity and on heart!
How do you choose a wealth management firm from the wide field of wealth management companies and independent wealth advisors? Is integrity important to you?
Is keeping your business Sacramento local important to you? Watch this podcast interview with independent financial planner and Sacramento small business owner Towerpoint Wealth President Joseph Eschleman, CIMA® as he appeared on Laurel Sagen and Shasta Escalante’s Heart 2 Biz podcast on 09.23.2021.
Heart 2 Biz is a weekly podcast focused on local Sacramento professionals and entrepreneurs who “pour their hearts into their businesses.” Their interviews with small business owners are focused on finding out not only how people are building and running their businesses, but how they are doing so with integrity and heart.
You can find other episodes of the Heart2Biz podcast interviewing Sacramento professionals on YouTube, at Heart 2 Biz Chan https://www.youtube.com/channel/UCO-ntPwS-W-eeupz6UDHAEg
If you like what you see here, learn more about Joseph and his team at his website Leave a comment below, and make sure to subscribe to the Towerpoint Wealth channel and click the bell to see our timely videos about taxes, the market, and more personal finance concerns.
🕐 0:01 – Interview with small business owner
🕐 1:40 – Who is Joseph Eschleman, CIMA/Towerpoint Wealth | Independent wealth advisors
🕐 3:12 – What is a fiduciary?
🕐 3:39 – What is an RIA?
🕐 3:40 – What is the advantage of working with independent wealth advisors?
🕐 3:55 – Is an employee of Wells Fargo wealth investment management (and other major Wall Street firms) legally required to act 100% in their clients’ best interests?
🕐 5:00 – How is Joseph’s life as a Sacramento professional different now that he is an entrepreneur no longer working for Wall Street wealth management companies?
🕐 5:58 – What does Laurel Sagen love about being a small business owner?
🕐 9:27 – How does a leader take their values and mission and transfer that to the people who work with them?
🕐 10:20 – What tools can an entrepreneur use to improve client communications?
🕐 12:35 – Why is Outlook’s “delayed delivery” Joseph’s secret weapon for assuring tasks get done?
🕐 14:00 – How is Towerpoint Wealth different from other financial and wealth management firms?
🕐 14:45 – What does Towerpoint Wealth do for their clients?
🕐 14:58 – What’s the sexy part of being a financial advisor?
🕐 15:30 – Is coordinating estate planning, taxes, long term healthcare, and banking part of wealth management?
🕐 16:00 What is TPW’s “Golden Rolodex”?
🕐 17:15 – How important is communication?
🕐 17:45 – Is good financial and portfolio management more of an art or a science?
🕐 22:00 – How does Joseph, a Sacramento business owner, balance his work and home life?
Independent wealth advisors have advantages over other wealth management companies. Financial advisors who work for Wall Street wealth management firms have less freedom to utilize preferred tools available to an independent financial planner. Don’t you want your wealth investment management handled by a financial advisor who is legally obligated to act 100% in your best interests?