Mark Willis, who is a certified financial planner

This is a podcast where I talk to my guests about their journey to success. We talk about their education, experience, current business, and future endeavours. 

A feature length episode with Mark Willis, who is a certified financial planner. This conversation is more than just financial planning, Mark talks about sales, personal development, investing, morality, and the role of government in your life. 

We talk about theoretically the role of money and how it extends your personality, it doesn’t define you. 

We talk tactically about how to build wealth and grow your money. Mark’s biggest issue is who is the banker? Who is controlling your money? The bank or the government or you? 

This is a wide-ranging conversation which I enjoyed very much!

Enjoy the podcast!

3.24  What is a business mindset?

5.20 – First role was a sales job and Mark explains the importance of sales

6.16 – Mark’s children understand sales and negotiating

6.56 – Progression in Mark’s career as a consultant and coaching

8.38 – Personal/health with financial planning

11.00 – The turning point in Mark’s career

13.52 – Perfect characteristics of money

17.01 – Money makes you more of what you are

17.30 – Contrarian view on investing

20.44 – An investment strategy that is purposeful

26.30 – Discussion of inheritance on a substantial amount of money

28.26 – Is tax a moral issue?

33.33 – Why does the US government need to tax us?

36.26 – Who is the banker in your life? Controlling your money

40.39 – Quick fire questions