How Principles Help Clients Understand Finances with Lou Pineda – Bonus Episode

Lou Pineda comes from the banking industry where he worked with high net worth individuals. In his previous banking experience he was able to see that the most successful individuals understood finance by focusing on the principles.  

In this interview you’ll hear how Lou has developed a love for reading and learning and is focused on finding ways to continually grow.

Tune in with Kim D. H. Butler and Spencer Shaw to find out how to take control of your finances today. Do you have a question you would like answered on the show? Please send it to us at welcome@ProsperityThinkers.com and we may answer it in an upcoming episode.

Links and Resources from this Episode

Special Listener Gift

Show Notes

  • 1:20 – Developing a love for reading and learning
  • 3:22 – Lou’s background
  • 5:30 – Working with high net worth individuals in the banking industry
  • 8:10 – What the highest net worth customers focused on
  • 10:06 – How Lou is able to help clients by simplifying balance sheets through principles
  • 11:39 – The to have a healthy body and a healthy mind
  • 14:14 – How Lou is able to help people understand the language of finance

Review and Subscribe

If you like what you hear please leave a review by clicking here

Subscribe on your favorite podcast player to get the latest episodes.

Leave a Comment

Your email address will not be published. Required fields are marked *

Share this post

Facebook
Twitter
LinkedIn

Begin your journey with the Prosperity Action Pack

Get immediate access to our short ebook Your Guide to Activating Prosperity, audio recording, our summary sheet about the 7 Principles of Prosperity™, and our subscriber-only Prosperity on Purpose Round-Up. 

Just fill out this form and get access now!

Get access to our free webinar today

Discover the first step to financial freedom

 

How much permanent benefit high cash/value dividend paying whole life am I entitled to?

Get your free wealth-building action strategy. Take the quick finance quiz now. Get Access