Thinking Through the Future with Colleen Gillam-Judd

<p>Today we talk through how to think about your own wealth. The listener should be asking themselves a simple question: How are you thinking about the wealth YOU are creating?</p> <p>We welcome Colleen, a Certified Financial Planner, at IG Wealth Management on today’s show. Colleen shares a wealth of knowledge (literally) about her experiences in the financial planning realm. She shares an outside approach to planning, especially for firm owners.</p> <p>The conversation today is less focused on partnerships, referrals, or adding wealth management to a practice, and more focused on those running the practice and how their wealth management is on a personal level.</p> <p>Colleen kicks us off by saying: ‘Every wealth [management] person wants to partner with them [firm owners], but no one asks how they are doing.’</p>