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Content provided by Robert DiLella Owner, Humble Servant to an extraordinary Team, Robert DiLella Owner, and Humble Servant to an extraordinary Team. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Robert DiLella Owner, Humble Servant to an extraordinary Team, Robert DiLella Owner, and Humble Servant to an extraordinary Team or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Building Wealth and Giving Back: Bill Beynon's Story of Success and Philanthropy

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Manage episode 515492975 series 2877470
Content provided by Robert DiLella Owner, Humble Servant to an extraordinary Team, Robert DiLella Owner, and Humble Servant to an extraordinary Team. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Robert DiLella Owner, Humble Servant to an extraordinary Team, Robert DiLella Owner, and Humble Servant to an extraordinary Team or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Join us in this enlightening episode as we delve into the life and journey of William "Bill" Beynon. Discover how growing up in a small steel town shaped his values, the pivotal moments that led him to start Capital Wealth Advisors, and his impactful philanthropic efforts through the annual Turkey Drop initiative. From navigating the volatility of the market to inspiring a culture of giving, this episode is a testament to the power of resilience, community, and the drive to make a difference.
00:00 Hometown Memories and Industrial Roots
01:24 Family History and Baseball Legacy
02:49 College Years and Career Beginnings
04:33 Starting a Business and Philanthropy
06:25 The Turkey Drop Initiative
09:58 Logistics and Community Support
19:13 Personal Reflections and Community Commitment
26:24 National Recruiting Initiatives
26:58 Advisors' Client Acquisition
28:53 Market Volatility and Client Relationships
30:09 Industry Shifts: From Commissions to Fees
31:40 Understanding Hedge Funds
33:00 Economic Outlook and Market Cycles
35:28 AI in Financial Services
39:50 Turkey Drop: Community and Charity
53:05 The Power of Positivity and Community Impact
53:30 Family Values and Community Service
54:28 Inspiring the Next Generation
55:10 School Experiences and Future Plans
56:16 Memorable Sports Moments
57:13 Turkey Drop Event Details
58:20 Personal Reflections and Inspirations
01:02:38 Music and Memories
01:09:54 Final Thoughts and Community Involvement

William Beynon’s opinions expressed are his own, given in his official capacity as President & CEO of CWA Asset Management Group, LLC (“CWA”) and are not representative of any opinions or statements of fact of CWA. CWA Asset Management Group, LLC is an SEC-registered investment adviser, doing business as Capital Wealth Advisors (FL, LA, NC, OH, PA, WV). Registration does not imply any level of skill or training. CWA’s ADV 2A and Form CRS can be accessed via https://adviserinfo.sec.gov/firm/summary/158940. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.

Got someone in mind who deserves the spotlight? Shoot us a text and let us know! We’d love to hear from you!

  continue reading

50 episodes

Artwork
iconShare
 
Manage episode 515492975 series 2877470
Content provided by Robert DiLella Owner, Humble Servant to an extraordinary Team, Robert DiLella Owner, and Humble Servant to an extraordinary Team. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Robert DiLella Owner, Humble Servant to an extraordinary Team, Robert DiLella Owner, and Humble Servant to an extraordinary Team or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Join us in this enlightening episode as we delve into the life and journey of William "Bill" Beynon. Discover how growing up in a small steel town shaped his values, the pivotal moments that led him to start Capital Wealth Advisors, and his impactful philanthropic efforts through the annual Turkey Drop initiative. From navigating the volatility of the market to inspiring a culture of giving, this episode is a testament to the power of resilience, community, and the drive to make a difference.
00:00 Hometown Memories and Industrial Roots
01:24 Family History and Baseball Legacy
02:49 College Years and Career Beginnings
04:33 Starting a Business and Philanthropy
06:25 The Turkey Drop Initiative
09:58 Logistics and Community Support
19:13 Personal Reflections and Community Commitment
26:24 National Recruiting Initiatives
26:58 Advisors' Client Acquisition
28:53 Market Volatility and Client Relationships
30:09 Industry Shifts: From Commissions to Fees
31:40 Understanding Hedge Funds
33:00 Economic Outlook and Market Cycles
35:28 AI in Financial Services
39:50 Turkey Drop: Community and Charity
53:05 The Power of Positivity and Community Impact
53:30 Family Values and Community Service
54:28 Inspiring the Next Generation
55:10 School Experiences and Future Plans
56:16 Memorable Sports Moments
57:13 Turkey Drop Event Details
58:20 Personal Reflections and Inspirations
01:02:38 Music and Memories
01:09:54 Final Thoughts and Community Involvement

William Beynon’s opinions expressed are his own, given in his official capacity as President & CEO of CWA Asset Management Group, LLC (“CWA”) and are not representative of any opinions or statements of fact of CWA. CWA Asset Management Group, LLC is an SEC-registered investment adviser, doing business as Capital Wealth Advisors (FL, LA, NC, OH, PA, WV). Registration does not imply any level of skill or training. CWA’s ADV 2A and Form CRS can be accessed via https://adviserinfo.sec.gov/firm/summary/158940. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.

Got someone in mind who deserves the spotlight? Shoot us a text and let us know! We’d love to hear from you!

  continue reading

50 episodes

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