Jonathan Kreuger, LionsGate Advisors
– The Sharkpreneur podcast with Seth Greene Episode 396 Jonathan Kreuger
Jonathan Kreuger started LionsGate Advisors with a vision of creating a truly exceptional experience for his clients. Since 2000, he has invested in the personal finance industry and has held several executive management positions throughout his career. As a fiduciary, Jonathan maintains his Series 65 Uniform Investment Advisor license and uses his intricate knowledge of insurance and investment solutions to provide LionsGate Advisors’ clients with advanced wealth preservation and legacy continuance strategies. He also maintains his Life & Health licenses in various states.
Jonathan takes pride in guiding his clients to make informed decisions, avoid costly mistakes, lower their taxes, increase estate size and find money falling through the cracks. Jonathan attributes his success to the high priority he places on being a good steward of the assets entrusted to his care.
In addition to private wealth management, Jonathan holds his Certified Exit Planning Advisor (CEPA) designation to evaluate value acceleration and succession planning for business owners and C-level executive teams. As a business owner, Jonathan understands the importance of combining the concept, effort and process of succession planning for business owners into a clear, simple strategy. He collaborates to build a business that is highly valuable and transferable through strong human, structural, customer and social capital.
Listen to this informative Sharkpreneur episode with Jonathan Kreuger about making a business stand out in a crowded market.
Here are some of the beneficial topics covered on this week’s show:
● How you should work using your strengths and not your weaknesses.
● There is Energy Management for you and your body as well as energy management for your finances as an entrepreneur.
● Why it’s important to be intentional in how you guard your personal energy.
Connect with Jonathan:
Guest Contact Info
Instgram
@lionsgateadvisors
https://www.facebook.com/LionsGate-Advisors-431121450751592/
linkedin.com/company/lionsgate-advisors
Links Mentioned:
lionsgateadvisors.com
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