22 episodes

Dynamic Mapping is fast, intuitive, metaphorically visual and dynamic. "Visualize your financial future in ten minutes or less. Strategic thinking begins at minute eleven."Financial independence can be yours. Using a "sailing through life" metaphor, you can see whether your boat can reach port at the end of life's journey. Along the way, life will throw rough seas and sub-surface boulders at us (divorce, layoff, illness, etc.). We might also find tailwinds (inheritance, sale of a family business, etc.) that can push us to our destination faster. The Dynamic Map method is prepared to adapt to any of these situations. Pursue your family purpose with an essential family office. This exceptional experience is normally reserved for families with $50 million or more. We have scaled the experience for families who consider themselves "middle-class millionaires."

Dynamic Mapping Jeff Mount

    • Business
    • 5.0 • 3 Ratings

Dynamic Mapping is fast, intuitive, metaphorically visual and dynamic. "Visualize your financial future in ten minutes or less. Strategic thinking begins at minute eleven."Financial independence can be yours. Using a "sailing through life" metaphor, you can see whether your boat can reach port at the end of life's journey. Along the way, life will throw rough seas and sub-surface boulders at us (divorce, layoff, illness, etc.). We might also find tailwinds (inheritance, sale of a family business, etc.) that can push us to our destination faster. The Dynamic Map method is prepared to adapt to any of these situations. Pursue your family purpose with an essential family office. This exceptional experience is normally reserved for families with $50 million or more. We have scaled the experience for families who consider themselves "middle-class millionaires."

    Dynamic Mapping interview with entrepreneur of the year award winning Zach Green

    Dynamic Mapping interview with entrepreneur of the year award winning Zach Green

    Entrepreneurship is hard.  Very hard!  Many of our subscribers have indicated they are small business owners OR executives who are considering a side hustle.  Zach shares his journey from sales out of the trunk of his car to entrepreneur of the year in Ohio.  

    Dynamic Mapping is fast, intuitive, metaphorically visual and dynamic.  The ability to visualize your financial future in just ten minutes opens the door to the essential family office service model.  This model is normally reserved for the ultra-high net worth family, but has now been scaled to help families who are considered middle-class millionaires to protect their wealth in multiple ways, restore their time, all while maintaining a high degree of discretion and privacy.  To be introduced to these unique advisors, introduce yourself to us on the landing page of the website:  www.realintelligence360.com.

    • 26 min
    Family Governance for the middle-class millionaire

    Family Governance for the middle-class millionaire

    This week we dive into the essential family office service model.  This model is normally reserved for the ultra-high net worth, but we have scaled the opportunity down to the middle-class millionaire.  This elite service model can preserve the family's wealth in multiple ways, restore their time to spend on their business and spend with their family and friends, all while maintaining a high degree of privacy and discretion.  Join us as we explore the family purpose and set new expectations of your professional advisors.

    www.realintelligence360.com

    Christian Zebicoff (Romer Debbas LLP)                                     www.romerdebbas.com

    • 20 min
    Dynamic Mapping interview with Josh Wilson about ESG investing

    Dynamic Mapping interview with Josh Wilson about ESG investing

    Can ESG investing alter bad behavior by big corporations?  Will ESG investing keep investors from becoming fearful and behaving badly in bear markets?  Do the six degrees of separation from Kevin Bacon apply here?  Listen to find out more as we interview:

    Josh Wilson, Progressive Investors Network

    Jeff Mount, President/CEO of Real Intelligence LLC
    www.realintelligence360.com

    • 29 min
    Find and Fund! Dynamic Mapping interview with Stephanie Holmes-Winton

    Find and Fund! Dynamic Mapping interview with Stephanie Holmes-Winton

    No excuses!  Finding your unique path to financial freedom begins with finding the money to invest.  Stephanie Holmes-Winton (CEO of cacheflo.co) shares with us how their software can eliminate the tedious task of budgeting and help most of us find investable assets we didn't know we had.  The strategic combination of finding the money (cacheflo.co) and funding family obligations (Dynamic Map app) is a powerful combination that clearly identifies your unique path to financial freedom.  This episode is a must!

    • 27 min
    Dynamic Mapping interview with Mike Helgesen to discuss "Whoosh!"

    Dynamic Mapping interview with Mike Helgesen to discuss "Whoosh!"

    50 things to do before you retire.  It sounds like a daunting task, but Real Intelligence LLC is here to help.  The new "Whoosh!" app provides a checklist of things to do that is adaptable to your desired lifestyle.  Staying in your home?  Downsizing?  Moving to another region?  This app will help guide you to a secure retirement no matter what decisions you make.  Download today on the Apple app store or Google Play.

    • 27 min
    Dynamic Mapping interview with David Safeer

    Dynamic Mapping interview with David Safeer

    Attention business owners:  do you sometimes struggle with cash flow?  Who hasn't!  David is a veteran consultant who can not only unlock that cash flow, but put a focus on profitability.  Join us as he shares several case studies that took struggling operations to vibrant and thriving businesses.

    • 27 min

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