• Episode 3- Category Financial Services- Nathan Wheeler Financial Advisor

  • 2024/11/11
  • 再生時間： 43 分
  • ポッドキャスト

Episode 3- Category Financial Services- Nathan Wheeler Financial Advisor

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  • Conduct an interview with Nathan Wheeler for the "Battlefield to Business" podcast about his journey from military service to entrepreneurship in financial services.

    Key Takeaways
    • Nathan transitioned from a decorated military career to founding a successful financial services business, Strategic Ascent LLC
    • His passion for helping others and leadership skills transferred well to financial advising and building a team
    • Key to success was finding intrinsic motivation and leveraging military experience in a new field
    • Emphasizes importance of financial literacy and building generational wealth for veterans

    TopicsNathan's Background
    • Moved frequently as a youth, born at Fort Bragg
    • Joined Army after sister's arrest, initially planning short-term service
    • Served as 13M (artillery) and 29E (electronic warfare)
    • Decorated career including Airborne, Ranger School, 10th Special Forces Group
    • Divorced during military service, struggled with alcohol after separation

    Transition to Civilian Life
    • Worked as contractor, then for Army Strategic Command and Space Force
    • Joined Deloitte consulting but found passion in financial services
    • Got licensed initially to help friends/family, then saw bigger opportunity
    • Left Deloitte to pursue financial services full-time in March 2023

    Current Business - Strategic Ascent LLC
    • Independent financial services firm, not captive to any one company
    • Has direct contracts with top 192 companies in securities/insurance
    • Focuses on holistic financial planning and wealth-building strategies
    • Aims to educate clients on financial literacy and asset protection
    • Built team of 123 associates across the country in 18-19 months

    Keys to Success
    • Leveraging leadership skills and drive from military experience
    • Finding intrinsic motivation in helping others succeed financially
    • Being willing to take risks and bet on yourself as an entrepreneur
    • Continuous learning and exploring new opportunities

    Advice for Transitioning Veterans
    • Identify what brings you joy and explore ways to monetize it
    • Do due diligence on business opportunities, especially in financial services
    • Leverage unique skills/experiences from military in civilian world
    • Be prepared for self-motivation required as an entrepreneur

    Next Steps
    • Nathan to potentially serve as financial services expert resource for podcast
    • Jarvis to release this episode as one of the first on Veterans Day
    • Explore possibilities for future collaboration between Nathan and Jarvis
    続きを読む 一部表示

あらすじ・解説

Conduct an interview with Nathan Wheeler for the "Battlefield to Business" podcast about his journey from military service to entrepreneurship in financial services.

Key Takeaways
  • Nathan transitioned from a decorated military career to founding a successful financial services business, Strategic Ascent LLC
  • His passion for helping others and leadership skills transferred well to financial advising and building a team
  • Key to success was finding intrinsic motivation and leveraging military experience in a new field
  • Emphasizes importance of financial literacy and building generational wealth for veterans

TopicsNathan's Background
  • Moved frequently as a youth, born at Fort Bragg
  • Joined Army after sister's arrest, initially planning short-term service
  • Served as 13M (artillery) and 29E (electronic warfare)
  • Decorated career including Airborne, Ranger School, 10th Special Forces Group
  • Divorced during military service, struggled with alcohol after separation

Transition to Civilian Life
  • Worked as contractor, then for Army Strategic Command and Space Force
  • Joined Deloitte consulting but found passion in financial services
  • Got licensed initially to help friends/family, then saw bigger opportunity
  • Left Deloitte to pursue financial services full-time in March 2023

Current Business - Strategic Ascent LLC
  • Independent financial services firm, not captive to any one company
  • Has direct contracts with top 192 companies in securities/insurance
  • Focuses on holistic financial planning and wealth-building strategies
  • Aims to educate clients on financial literacy and asset protection
  • Built team of 123 associates across the country in 18-19 months

Keys to Success
  • Leveraging leadership skills and drive from military experience
  • Finding intrinsic motivation in helping others succeed financially
  • Being willing to take risks and bet on yourself as an entrepreneur
  • Continuous learning and exploring new opportunities

Advice for Transitioning Veterans
  • Identify what brings you joy and explore ways to monetize it
  • Do due diligence on business opportunities, especially in financial services
  • Leverage unique skills/experiences from military in civilian world
  • Be prepared for self-motivation required as an entrepreneur

Next Steps
  • Nathan to potentially serve as financial services expert resource for podcast
  • Jarvis to release this episode as one of the first on Veterans Day
  • Explore possibilities for future collaboration between Nathan and Jarvis
続きを読む 一部表示

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