Nov 8, 2017
Michael Wickware is the Chief Marketing Officer (CMO) of Planswell. Michael actually started his career as a financial advisor in the 1990s. Then In 2001, he founded a marketing and advertising agency, which had a big hand in building some of the top North American brands in banking, investing and insurance. In 2016, he sold that agency to co-found Planswell, which he describes as simply the best financial planning company in the world.
In this episode, Michael will share with us:
- How we can make our money work for us & save on hidden banking charges
- Early testing techniques that worked for Planswell
- How Naive Optimism has value
- And, how he's been channelling Kevin O'Leary
Planswell, the real money plant!
Resources Mentioned in this episode:
- Email: michael@planswell.com
- SR&ED tax incentives - http://bit.ly/2m5bwi6
- Kevin O'Leary - http://kevinoleary.com/
- Beat the waiting list - planswell.com/go
- Thornloe Cheese Factory: https://www.thornloecheese.ca/
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Best Always,
Sapna