On today's episode, Seth speaks to Jonathan Kreuger, CEO & Investment Advisor Representative about what makes LionsGate Advisors stand out in a crowded market. He shares his belief that traditional wealth management and the industry is broken at a consumer and advisor level. He will also discuss how consumers not only expect but demand a fiduciary role overlays all actions and objective advice. How LionsGate believes gaining clarity on clients purposes and in catering to clients goals is paramount for accelerating the impact of their wealth.

Meet Jonathan Krueger, the visionary behind Lionsgate Advisors and the host of Living a Richer Life by Design. Learn about the story behind Jonathan naming his podcast and why it’s significant to the intersection of personal & business growth.

In this episode, Traci shares her insights on observing Jonathan’s powerful leadership principles in action and how his core values are reflected in all areas of his business.

Excellence, Relentless Implementation and Empowerment are the 3 core values of his business, Lionsgate Advisors.

Jonathan gives us insights on how the authenticity of connecting to the community can make an impact on business growth while making a difference in the community. Traci and Jonathan talk about the Caring Matrix and how he implements it in his personal, professional and spiritual life.

Takeaways:

— Work out of a place of your strengths and not your weaknesses.
— Be intentional in how you guard your personal energy.
— Just like there is Energy Management for you and your body there is also energy management of your finances as an entrepreneur.

About Jonathan Krueger

Jonathan started LionsGate Advisors with a vision of creating a truly exceptional experience for his clients. Since 2000, he has invested in the personal finance industry and has held several executive management positions throughout his career. As a fiduciary, Jonathan maintains his Series 65 Uniform Investment Advisor license and uses his intricate knowledge of insurance and investment solutions to provide LionsGate Advisors’ clients with advanced wealth preservation and legacy continuance strategies. He also maintains his Life & Health licenses in various states.

LionsGate Advisors is seen as the “advisors’ advisor” and is the only fee-based wealth management firm in the St. Louis area that quarterbacks key strategies for converting tax liabilities to assets. Our clients are affluent individuals, business owners and family offices who want to build great prosperity for a greater purpose.

Jonathan takes pride in guiding his clients to make informed decisions, avoid costly mistakes, lower their taxes, increase estate size and find money falling through the cracks. Jonathan attributes his success to the high priority he places on being a good steward of the assets entrusted to his care.

In addition to private wealth management, Jonathan holds his Certified Exit Planning Advisor (CEPA) designation to evaluate value acceleration and succession planning for business owners and C-level executive teams. As a business owner, Jonathan understands the importance of combining the concept, effort and process of succession planning for business owners into a clear, simple strategy. He collaborates to build a business that is highly valuable and transferable through strong human, structural, customer and social capital.

Raised in Texas and a long-time resident of Colorado, Jonathan and his wife Andrea moved to St. Louis in 2014. Outside of the office, Jonathan can be found spending time with family or enjoying the great outdoors playing a round of golf.

Learn more about Jonathan here,
Instagram: https://www.instagram.com/lionsgateadvisors/
Website: https://lionsgateadvisors.com/
LinkedIn: https://www.linkedin.com/company/lionsgate-advisors/