Make Money Work for You with Scott Jarred
“That leadership ability to pull it in and look macroeconomically to give someone the keys to make and be able to write their own story that they want.”
As the CEO of INVST, he built his company around a core vision: Crafting the ultimate uncommon experience. Specializing in providing a comprehensive wealth management solution, they have overcome the pitfalls of the micro-specialist. Their goal is to be an industry transformer, continually innovating our anything but traditional approach.
Scott Jarred is on a mission to help make all things investing simple for people through education, guidance, and counsel, and really focused on helping each individual reach their full financial potential. He has unique specialties lying with high net worth individuals that utilize their private client platform to protect and preserve their wealth. This has helped him position himself to help his clients become more financially independent and secure.
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Brett:
I'm excited about our next guest. He's on a mission to help to make all things investing simple for people through education, guidance, and counsel, and really focused on helping each individual reach their full financial potential. He has unique specialties lying with high net worth individuals that utilize their private client platform to protect and preserve their wealth. This has helped him position himself to help his clients become more financially independent and secure. Please welcome to the show with me, Scott Jarred. Scott, how are you doing?
Scott:
I'm great. I'm great. Thanks for having me today.
Brett:
It's for our listeners who are just getting in for the first time. Would you give us a little bit more about your story and your current focus?
Scott:
Back in 2003, we started a company called Jarred Bunch Consulting recently, we rebranded to INVST, and our whole mission was to educate guide, and counsel people toward reaching their full financial potential, and we've created Financial Engines almost like a family office structure for our clients, we help them organize all their financial information, help them weigh and measure financial decisions, and over that journey over all those years, we found that there's actually a proven process for getting people to really live the life they want. We put this into a book called a FutureHack, and from working with high net worth people that have either exited their businesses have developed real estate, however, they've built their wealth, there's been seen a pattern of success, that is actually replicable, and so we're putting it together and, and sharing it with people like you.
Brett:
We're gonna dive into how to make money work for you, and how to dive into some of these secrets that Scott has learned around his time in the industry. But Scott, before we go there, I believe we've all been given certain gifts. I want you to go back to maybe your high school or college days. Some people call these gifts superpower, some people call them strengths. I believe their God-given gifts that are given to us to be a blessing and help to others. I'm curious, what are those one or two gifts that you believe you were given? How does that help how you help and bless people today?
Scott:
I'd say that's a unique ability. What's your unique talent that you're gifted at that you never tire of? Just really love it. I guess when I was a kid growing up, I grew up in a very poor environment, at a younger brother and sister that we just never had anything, we always struggled my way out, was playing football, got a college scholarship, and was able to, throughout that time, become a team captain and all these things, and that leadership stuff that I developed at a very young age was one of those things that I thought that really works for me and deciding to, I could always see things I could see abstractly, I could see connections between multi different things. I actually got a degree in urban development to understand cities, how they layout, and ended up getting a master's degree in technology and how to integrate decisions for tech companies and how they work and how they integrate, and it wasn't till we started our company INVST, were that I really realized that those same macroeconomic viewpoints I was really gifted at seeing and be able to connect people and things together to create a better solution are really were the core makeup of our entire company today. That macroeconomic the tech side to be able to create something that was macroeconomic versus micro to make financial decisions. Then you can go back in and build the real estate and develop the city and how the things we’re gonna go by focusing on my unique gifts, taking all this complexity and taking all these, what I would call like your who's these, these board of directors that you have that make decisions for you and put them together so they make decisions on your behalf based off of what you said, it's that leadership ability to pull it in and look macroeconomically to give someone the keys to make and be able to write their own story that they want, and that was the gift man. We built the whole company around and it's been a lot of fun.
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