Episode 1: The Future of Financial Planning, and Protecting Our Most Valuable Assets with John Phoenix
As advisors and entrepreneurs, we’re often laser-focused on the destination. But as most seasoned professionals wish their younger selves understood, the journey is more meaningful.
John Phoenix shares this sentiment. After years in the industry and multiple successful ventures under his belt, John believes in savoring the journey and pursuing what makes you happy above all else.
Following stints at various insurance companies, John founded his first company: Metamorphosis Money Management. He built one of the first tax overlay strategies and ultimately inked a deal with Envestnet in 2011. Over the years, John and partner Jay Hummel have continued forming entities like Wealth Advisor Growth Network and, most recently, AiK2 Insurance Services.
John talks with Craig about the life lessons and mentors that have shaped his lengthy career, and also describes his vision for the future of financial services and insurance, pinpointing the industry’s unique challenges and his recipe for investment success.