The IT Crowd Podcast

Welcome to The IT Crowd Podcast, your go-to resource for industry news, IT consulting, cybersecurity, telecommunications, backup and recovery systems, and management and business consulting - all in one place. With an unmatched reach from top to bottom, our podcast connects business owners from leaders of highly notable corporations and tech entrepreneurs, to start-ups looking to build their network. Join us for expert insights and discussions across multiple industries, empowering you to make strategic IT decisions and drive your business forward.

  1. 13/05/2025

    #26. Jason Potts, Founder and CEO at Lifetime Wealth Management

    Generational wealth isn’t luck—it’s strategy.  In this special episode of The IT Crowd podcast, hosts Josh Lowrey and Richard Rodriguez broadcast from the Cowboys Club in Frisco, Texas, with guests Jason Potts, Founder and CEO of Lifetime Wealth Management, and Tim Tatarowicz, Director of Annuities and Strategic Initiative.   🎙️ Key topics: Building and evolving a wealth management firm from the ground upStrategies for managing generational wealthThe role of adaptability and mindset in long-term successHow AI and technology are shaping the future of financial services  Whether you're a business leader or planning your financial future, this episode offers practical insights and inspiration you can use. 00:00 Introduction and Special Location 00:55 Event Overview: EWTC Annual Meeting 01:25 Special Guests Introduction 01:55 Jason's Journey: Lifetime Wealth Services 02:54 Tim's Career Highlights 05:25 The Importance of Mentorship 10:07 Navigating Financial Services 12:16 Entrepreneurial Challenges and Successes 23:48 Technology in Wealth Management 25:36 Outsourcing and Cybersecurity Management 26:22 The Reality of Cyber Threats 27:36 The Business of Hacking 28:37 Client Security and Trust 29:57 The Role of AI in Financial Services 32:55 Navigating Market Volatility 37:29 Work-Life Balance and Remote Work 39:17 Leadership and Business Growth 43:17 Generational Wealth and Financial Services 46:48 Conclusion and Final Thoughts

    57 min

À propos

Welcome to The IT Crowd Podcast, your go-to resource for industry news, IT consulting, cybersecurity, telecommunications, backup and recovery systems, and management and business consulting - all in one place. With an unmatched reach from top to bottom, our podcast connects business owners from leaders of highly notable corporations and tech entrepreneurs, to start-ups looking to build their network. Join us for expert insights and discussions across multiple industries, empowering you to make strategic IT decisions and drive your business forward.

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