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Earl Schultz, the Founder and President of Strategic Wealth Advisory, a family-owned independent financial advisory and planning firm joins Enterprise Radio. Earl has over 20 years of experience in the financial planning industry.
Listen to interview with host Eric Dye & guest Earl Schultz discuss the following:
- Tell us a little more about your background. Why did you decide to make a career change?
- What was the most challenging thing during the process of changing careers?
- What is your biggest piece of advice for people looking to make a career change?
- Is there something you wish you would’ve know before you changed careers? Anything you would’ve done differently?
- Have you seen anyone attempt to make a career change and make a serious error? How can others avoid the same fate?
Summary: If you’re looking to make a career change, don’t let your own hesitations or fear of failure set you back. Entrepreneurs call from all different backgrounds and there so perfect recipe for success.
As a seasoned educator, public speaker, and respected financial professional, Earl is the Founder and President of Strategic Wealth Advisory, LLC. Having been in the industry for more than 20 years Earl holds series 6, 7, 63, and 66 securities licenses and a Chartered Financial Consultant designation from The American College. Earl also has advanced licensing as an Investment Advisor Representative which means he has a legally binding fiduciary responsibility to always work first and foremost in the best interests of his clients. Earl is a member of Ed Slott’s Master Elite IRA Advisor Group* and has also studied various aspects of business development with nationally recognized Dan Sullivan of Strategic Coach, Brian Tracy of Tracy International, and Norm Trainor of The Covenant Group. Earl’s passion is teaching and implementing strategies that will potentially allow his clients to realize greater success and enjoyment in their retirement years. It’s Earl’s belief that much of the financial industry puts far too much focus on sales rather than on client education and planning.
Prior to opening the doors of his advisory practice Earl had a successful career as a structural engineer where he was previously able to use his love of math in the design of nuclear and fossil fuel power plants, hospitals, airports, and various other designs. It was his desire to have a more direct and personal impact on the lives of individuals that led him to the financial industry.
Earl and his wife Debbie were high school sweethearts. Together, they are very proud of their two children, Kelly and Matthew. They feel blessed to have five beautiful grandchildren. Earl and his wife are active in their local church and serve as ambassadors with the Alliance Defending Freedom, a nonprofit organization dedicated to protecting our religious freedoms and keeping the door open for the spread of the Gospel.
Website: www.strategicwealthadvisory.net
