Jennifer Watson, Managing Partner at Watson Investments - Building a Strategic Wealth Plan for CEOs
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Jennifer Watson, Managing Partner at Watson Investments - Building a Strategic Wealth Plan for CEOs
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About this listen
In this episode of The CEO Global Network Podcast, host John Wilson sits down with Jennifer Watson, Managing Partner at Watson Investments, to discuss how CEOs and business leaders can take a more strategic approach to managing their personal and professional wealth.
Jennifer shares why CEOs need to treat their personal finances with the same intentionality as their business strategy - starting with a clear vision, a strong plan, and an “A-player” team that can execute. She also explains how to align investments with business goals, avoid common wealth management pitfalls, and ensure continuity through trusted advisory teams.
Whether you’re leading a growing company or preparing for succession, Jennifer’s insights on wealth planning, tax strategy, and long-term financial vision will help you think more holistically about your financial future.