Episode 005 - Jerry Foster

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On today’s episode we are joined by Foster Group’s Founder and Chairman of the Board, Jerry Foster. Foster Group is a SEC-regulated fiduciary, priding itself on offering financial services for individuals and institutions, qualified retirement plan consulting, and advanced financial planning services to its clients. Jerry Foster’s unique combination of knowledge, skills, expertise, and interests formed the perfect background to create the Foster Group, whose mission is “to be a catalyst for positive life change, providing financial solutions that reduce complexity and establish a high probability of success”.

In this episode…

you’ll hear Jerry talk about how he got started in the financial sector, how he leads his company effectively, why you should take the Kolbe Test, and the awesome power of giving back! 

HIGHLIGHTS: 

  • Are you a “Saver” or a “Spender”?

  • “I wanted to be responsible but didn’t know how to be”   

  • Peoples first experiences with money

  • Leaving a legacy

  • Striving for excellence in business and the importance of creating your own personal mission statement 

  • Developing employees and identifying their strengths within the company

  • How to break down your results of the Kolbe Test 

  • Strength finders

  • Why giving back to your community and the world is the secret to life

KEY TAKEAWAY: 
Identify and celebrate your strengths and weaknesses. Once you have discovered what makes you, YOU, you can begin to operate more efficiently and become happier in your career. 

The WOW Factor
Website: https://www.bradformsma.com
Instagram: https://www.instagram.com/bradformsma/
Facebook: https://www.facebook.com/brad.formsma
Twitter: https://twitter.com/bradformsma
LinkedIn: https://www.linkedin.com/in/brad-formsma-a9a06424/

Jerry Foster
Website
: https://www.fostergrp.com/
Facebook: https://www.facebook.com/FosterGrp
LinkedIn: https://www.linkedin.com/company/foster-group
Twitter: https://twitter.com/foster_group
YouTube: https://www.youtube.com/channel/UCvjzIN7CWlR7c-uvQbrEUDA

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Episode 006 - Paul Altieri

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Episode 004 - Grant Van Cleve