Edward Williams on Our Relationship with Money

On Episode 88 of The No Limits Selling Podcast, we have Edward Williams, an Author, Speaker, Financial Education and Wellness Coach. Edward Williams went to undergraduate at Howard University, Business School at the University of Maryland, and led investment competitions at Oxford University.

Edward is an accomplished author and registered representative who works with investment company products, annuities, mutual funds, life insurance, estate planning, and retirement strategies to help individuals and families grow their wealth.

His new book titled "Wealth Building For Beginners" will be released on November 1st, 2020. After working as an investment banker on Wall Street in NY and London England, Edward decided to start his own financial services company, Williams Financial Group LLC.

Over the past 23 years, he has worked with numerous individuals and businesses, to help plan for a successful financial future. His top quality in international business and finance has led to his being featured in top publications in Rome Italy such as La Repubblica. Being fluent in the Italian language has welcomed international clients to his financial practice. Edward was announced as a Million Dollar Round Table member in 2018.

The Williams Financial Group is currently known for working with faith-based communities and instituting their cutting-edge process of a financial wedge to help congregation members achieve wealth. The Wedge is a strategy that was created by Edward that offers a framework for achieving financial success. As quoted by Edward, “In my option, the wedge is the only engine that separates the have’s and the have not’s. If it's properly built, then a financial need or concern doesn’t exist.”

As a planner, Edward’s main goal is to help you make well-informed decisions on what types of financial tools are the right fit for accomplishing your goals. He also emphasizes the need to adjust financial plans as your goals and needs change. His team consists of wealth strategies consultants, life insurance consultants, planning, and high net worth groups, retirement specialists, long-term care consultants, and a unit for small businesses.

He believes in developing client relationships based on integrity, accountability, and excellent service.

Contact Ed:

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Summary

Introduction and Background

The podcast begins with an introduction of Edward Williams, a renowned Financial Education and Wellness Coach. Williams shares his background, explaining how he transitioned from a traditional financial advisor role to a financial education and wellness coach. He emphasizes the importance of financial literacy and how it can empower individuals to make informed decisions about their money.

The Importance of Financial Education

Williams discusses the importance of financial education, stating that it is a critical tool for personal empowerment. He believes that financial literacy is not just about understanding numbers but also about understanding the impact of financial decisions on one's life. He emphasizes that financial education should be a part of the school curriculum to equip young people with the necessary skills to manage their finances effectively.

The Role of a Financial Wellness Coach

In this section, Williams explains the role of a financial wellness coach. He describes his job as helping individuals understand their financial situation, set realistic financial goals, and develop a plan to achieve these goals. He highlights the importance of a personalized approach, as everyone's financial situation and goals are unique.

Common Financial Mistakes

Williams discusses common financial mistakes that people make, such as not having a budget, living beyond their means, and not planning for emergencies. He stresses the importance of avoiding these mistakes and provides tips on how to do so. For instance, he suggests creating a budget and sticking to it, living within one's means, and setting aside money for emergencies.

Financial Planning and Goal Setting

In this part of the podcast, Williams talks about financial planning and goal setting. He emphasizes the importance of having clear financial goals and a plan to achieve them. He provides practical tips on how to set financial goals and develop a financial plan. He also discusses the importance of regularly reviewing and adjusting one's financial plan as circumstances change.

Conclusion

Edward Williams, a Financial Education and Wellness Coach, emphasizes the importance of financial literacy as a tool for personal empowerment. He advocates for the inclusion of financial education in school curriculums and outlines his role as a coach in helping individuals understand their financial situations, set realistic goals, and devise plans to achieve them. Williams also highlights common financial mistakes, such as lack of budgeting and living beyond one's means, and provides practical advice on avoiding these pitfalls. He underscores the significance of clear financial goals and adaptable financial plans.

In conclusion, Williams reiterates that financial wellness is not just about monetary wealth, but also about achieving peace of mind through informed financial decisions and planning.

Questions & Answers

What is the importance of financial literacy?

Why should financial education be included in the school curriculum?

What does a financial wellness coach do?

What are some common financial mistakes people make?

How can one set effective financial goals?

What is the ultimate goal of financial wellness?

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About the author 

Umar Hameed

Umar Hameed is an expert in changing individual behavior and improving team dynamics. He uses techniques and tools from the world of Applied Neuroscience and NLP to make individuals and organizations more successful. His business savvy and neuroscience combination gives him the unique ability to help salespeople become exceptional. Umar is an international keynote speaker who has done presentations in 16 countries. ✅✅✅He is the author of three books; the latest is Unleash Your Crazy Sexy Brain!


Tags

financial health, financial wellness, money management, personal empowerment


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