In this episode, Joe Bertilson shares his journey from his affiliation with a major investment firm to founding Cedrus Wealth Group. Discover how Joe has integrated faith, generosity, and mentorship to build a purpose-driven advisory firm. Learn about the importance of asking clients about their charitable inclinations, fostering a culture of giving, and creating a lasting impact in the community. Joe's story is an inspiring example of how financial advisors can blend personal values with professional success.
In this episode, Rob, Phil, and Joe delve into:
Key Takeaways:
“My challenge to advisors was, if your vision is to provide for your family, then your vision is too small. We have the capacity and the capability to bless a lot more people if we put in the effort.” – Joe Bertilson
Connect with Joe Bertilson:
Website: https://cedruswealthgroup.com/
Email: joe@cedruswg.com
LinkedIn: https://www.linkedin.com/in/joe-bertilson-a578881b
Episode References:
Connect with Rob Brown & Phil Calandra:
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LinkedIn: https://www.linkedin.com/in/truestfan/
YouTube: https://www.youtube.com/@truestfancoaching
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