This Advice Cost Our Client Over $1 Million
Manage episode 504007615 series 3656575
Book your FREE call with Jared 👉 https://calendly.com/crownpropertyfinance/application?month=2025-08
Website: https://www.crownpropertyfinance.com.au/
Book your FREE call with Kerrod 👉https://calendly.com/kerrod-tenexwealth/15-minute-discovery-call?month=2025-08
Website: https://tenexwealth.com.au/
VISIT OUR WEBSITE 👇
Website: https://yourwealthplaybook.com.au/
.
.
.
Bad advice can cost you more than money, it can cost you your future. In this episode of Your Wealth Playbook, Kerrod and Jared open up about two of the worst client situations they’ve ever seen. From loans structured the wrong way to a business owner who looked unstoppable until everything unraveled, these stories are a brutal reminder of how quickly wealth can vanish when the foundations aren’t right.
If you’ve ever wondered what the real risks of poor planning are, or how to avoid making the same mistakes, this is an episode that you cannot afford to skip.
------ Contents of this video ---------------------------------------
00:00: Intro
00:17: Jared’s Biggest Client Horror Story
03:55: Kerrod’s Biggest Client Horror Story
08:07: Outro
.
.
FOLLOW US 👇👇
Follow Your Wealth Playbook:
Instagram: https://www.instagram.com/yourwealthplaybook/
TikTok: https://www.tiktok.com/@yourwealthplaybook
YouTube: https://www.youtube.com/@YourWealthPlaybook
Follow Kerrod:
Instagram: https://www.instagram.com/kerrodholland/
LinkedIn: https://www.linkedin.com/in/kerrod-holland-76696b133/
YouTube: https://www.youtube.com/@TenexWealth
Follow Jared:
Instagram: https://www.instagram.com/crownpropertyfinance/
LinkedIn: https://www.linkedin.com/in/jared-dorans-a959313b/
31 episodes