Why Financial Planners Are Worth It

Impacting One Billion Lives Globally

Gabriel Sanchez is a sophomore majoring in financial planning at WP. Carey School of Business at Arizona State University. He is an active member of on-campus clubs and organizations such as Sun Devil Stock exchange, Finance, Accounting Career Club, Financial Management Assc. where he focuses on enhancing executive skills and character, including public speaking, sales, sustainability, networking, marketing, entrepreneurship, etc. Gabriel takes pride in being education, coachability, goal execution, and entrepreneurial-driven. He is currently learning basic to intermediate Arabic and is fully fluent in English along with intermediate proficiency in Spanish. Gabriel's mission is to impact one BILLION lives around the globe. The journey to becoming a world generational leader continues!

Maintaining Generational Wealth Through Real Estate

Dick Lee is a Realtor and Mortgage Banker with 30 years of experience in the Greater Boston real estate industry. Formerly President & Co-Founder of Independent Mortgage, and currently the CEO of The Hungry Pandas powered by Exp Realty. Dick has risen to become one of Boston's premier entrepreneurial market leaders; where in the past 54 months he has helped hundreds of agents make 3-4 times more income, by working smarter, not harder. In this episode, Dick shares with us how he specializes in helping Realtors increase their personal production & prosperity by using powerful lead generation tools. Ultimately trading production units into a free-flowing referral business. Dick has a passion for real estate and entrepreneurship but also understands the importance of giving back to his community. Leveraging his passions has helped him build successful real estate businesses. He continues to help clients achieve their real estate buying and selling goals. He thrives on mentoring; training and coaching real estate professionals to realize their own successes. Thank you for listening and we look forward to connecting!  To support this podcast: https://anchor.fm/make-excuses-or-make-it-happen/support

How To Succeed As a Young Realtor In Boston

Jason Gerges is a residential real estate agent with Custom Home Realty serving all of Massachusetts. In this episode, Jason & X discuss what it takes to succeed in your first year as a real estate agent - the obstacles you’ll overcome, the paths that are already written out, and the value of knowing your local market to best serve our clients as Realtors in the Greater Boston area and beyond. Real estate is one of the best industries given you must keep it simple in order to succeed. Let’s go!

Why Financial Planners Are Worth It

Shervin Sadr is a financial planner with BayState Financial in Boston, Massachusetts. In this episode, Sherv shares the entrepreneurial journey that led him into becoming one of Boston's top financial advisors. Sherv's goal is to provide families and business owners with assistance in building their financial freedom. A former Regional Executive Manager with Young Entrepreneurs Across America, he has the skills, knowledge, and experience required to help meet my client’s established goals. Sherv takes pride in being a lifetime resource for every client and is licensed to sell Insurance in MA, VT, ME, NH, & CA. When it comes to performing under pressure and generating wealth for the long term - Sherv is your guy!

How To Buy Your First Home Pt. 1

Douglas Santos of Country Mortgage shares with us the very first steps to take to ACTUALLY purchase a home this year. Doug a native of Brazil, spent his transformative years in Peabody, MA becoming one of the best football players in PVMHS history. Doug went on to earn himself a full scholarship as a captain at Assumption College. Doug now practices as a licensed mortgage broker in MA, CT, NH, RI, & FL. In this episode Doug will share with us life lessons he learned in football: discipline, consistency, & teamwork, to help prepare his clients to secure their first properties and begin to create generational wealth.