189: Unlocking Financial Freedom: Building Wealth and Overcoming Obstacles with Jim Oliver

Navigating the Customer Experience - A podcast by Yanique Grant, Customer Experience Strategist, Entrepreneur

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Send us a text Jim Oliver founded Create Tailwind in 1988 in Denver, Colorado. Originally, a full-service financial planning firm, Jim and his team weathered two major corrections on Wall Street and pivoted Create Tailwind’s focus to building wealth beyond Wall Street. Teaching clients to create wealth without Wall Street brokers and financial planners took off, to most people becoming their own banker was something they couldn't envision. Most people park their money in qualified pla...