Jerry Fetta: Building Personal Wealth

On this episode of the Scouting For Growth podcast, Sabine VdL talks to Jerry Fetta, who is on a mission to demystify wealth management, making it accessible and relatable for everyone. As the brains behind Wealth DynamX, Jerry's fingerprints are on numerous success stories across the US, helping countless individuals lay the foundation for solid financial futures.
Beyond his role as a financial expert, Jerry has penned three books. In the latest he lays bare the trials and tribulations he faced, both personally and professionally and how he overcame these, showcasing a resilience that's nothing short of inspiring.

KEY TAKEAWAYS

• I grew up with a lower income experience, my parents didn’t have a lot of money. When I was 8 years old my parents got divorced, we lost our house, the car got repo’d and both my parents became homeless. I didn’t have a lot of examples of people succeeding with money or as entrepreneurs.
• Sometimes, there’s an advantage to growing up without money. It instilled in me hard work and as an entrepreneur I’m a lot more comfortable with risk because I’ve come from a place where I’ve had nothing and am not afraid to go back there if Ineed be.
• As a culture, we believe that if we go to school to get the grades, college to get the degree, get the job, then we save up for retirement, try to pay off the house and build up a nest-egg, then at 60-65 years old we can finally enjoy what we’ve put together. My Mom was my first client and we did all that and at 60 she was diagnosed with terminal cancer and she passed away 6 months later. As a son it was a shocker, but as a financial professional I saw the plan unravel and I didn’t want to have that client experience again or experience personally, I want to enjoy life now.
• As CEO, my day-to-day is a lot of observing, I shadow my staff members and I'm present on their calls and meetings. I do several hours a day of reading and studying business and administration and how to be a better business executive.

BEST MOMENTS
‘Wealth DynamX helps families, individuals and entrepreneurs in North America achieve greater financial education, stability and freedom in the future.’
‘I became a bodybuilder and thought I’d do that forever, but I started to get into the financial industry at 18, got all my licences and the rest has been a natural progression of evolving and growing and putting my vision into reality over the last 11 years.’
‘School is necessary, we need to learn the basics, but I think it does a really poor job on two things and is an area where we can simply improve is telling people the purpose of school. It’s a very long period of our lives where we don’t really know why we’re there.’

ABOUT THE GUEST
Jerry Fetta is a beacon in the world of finance, with a mission to simplify the complexities of wealth management and make it relatable to all. As the visionary Founder and CEO of Wealth DynamX, Jerry has dedicated his career to assisting numerous clients across the U.S. in building a solid financial foundation. Jerry's unique approach, rooted in authenticity and applicability, has set him apart in the industry.
Get access to Jerry's free book "The Blueprint to Financial Freedom."
https://jerryfetta.com/b2fpromo

ABOUT THE HOST

There are over 140,000 FinTech ventures out there, including FinTechs, InsurTechs, HealthTechs, and WealthTechs. And the number keeps on changing every month. One statistic remains the same: 25% of these ventures have received investment and support from the financing world. 75% of these businesses still seek financing support from institutional and corporate investors alongside value-creating commercial collaboration opportunities with Global Fortune 500. 

Through this podcast series, I would like to demystify the world of corporate venturing, including how corporations collaborate with growth ventures, how venture capitalists and corporate venture capitalists make investment and collaboration choices in ventures and give tech founders and entrepreneurs, the strategies, tactics, tools, and techniques to build, grow and scale their business by understanding how those with financing power think. So, listen in, share and comment as you see fit.

Twitter: SabineVdL
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Website: www.sabinevdl.com