Ex-Private Banker: If I Wanted To Go From Zero To Serious Wealth, I’d Do This!

Video Description

In this episode, Ato speaks with Deborah Williams is a seasoned financial professional who held roles in private banking and relationship management at top institutions including NatWest, Brown Shipley, Coutts, and C. Hoare & Co where she advised high-net-worth individuals. Now she works as a financial coach and moderator with Female Invest and Black Girl Finance. We discuss:  - 3 most surprising things she encountered working in private banking - Defining your wealth identity - The 5 stages of wealth: from zero to building wealth to leaving a legacy - Key accounts needed to build up your savings and wealth - What it really means to create a lasting legacy and much more 🔗 Connect with Deborah: Linkedin:⁠ https://www.linkedin.com/in/deborah-williams-13a81981/ Join Black Girl Finance Group: ⁠https://payhip.com/b/dmiTW 📩 Sign up to my mailing list to be the first to know about upcoming events: http://eepurl.com/hJEcLL 🤝 Partners Xero - All-in-one accounting software for small businesses. Get 90% off for 6 months: https://xero.com/savvywallet Terms & Conditions apply. 📚Coursera - Learn AI, Cybersecurity, Project Management, Data Science & more with the education platform that I use: https://imp.i384100.net/savvywallet Some of the links are affiliate links which means that we will receive a small commission if you make a purchase, however there will be no additional charge to you. TIMESTAMPS 0:00 - Preview 1:17 - Intro 1:28 - Meet Ex-Private Banker & Financial Coach Deborah 3:24 - Growing up in North-West London 6:08 - My relationship with money  11:43 - Financial mistakes that I made 16:20 - Why I pursued a career in banking 18:41 - 3 Things that surprised me about working in private banking 26:35 - Conversations the wealthy have that we don’t! 32:52 - People don’t believe you can become wealthy with a 9-5  35:53 - Do you need to see yourself as wealthy? 40:05 - Did you ever feel stuck financially? 42:16 - Traits that say you’re financially struggle 45:38 - How to stop being in denial 51:49 - How to develop your saving operating system 53:52 - Key accounts to build up your savings 58:24 - Traits that say you’re financially stable 1:01:59 - How to not slip back into bad money habits  1:04:48 - Do this when you’re financially stable 1:07:07 - Steps to grow your wealth  1:11:30 - Unconventional ways to generate more money!  1:16:42 - How to be comfortable building wealth over the long-term?  1:18:19 - Habits and routines to preserve your wealth 1:22:00 - How to figure out the right investments for you 1:24:22 - What does creating a lasting legacy really mean?  1:27:26 - What are the essential financial things you need to do!  1:30:04 - Working with a financial coach 1:31:36 - Final words Other episodes to watch: EP. 180 - Global Tax Expert: The Best Countries to Escape Tax & Build Real Wealth ft. Peter Ferrigno https://youtu.be/pj6fKrcAajQ EP. 179 - Financial Advisor Reveals The Best Ways To Retire In Your 30’s, 40’s or 50’s ft. Michael Donkor https://youtu.be/WZgDRiPzM30 EP. 178 - Senior Director: My Best Career Advice For Reaching The Top Without Playing The Game ft. Joyce Idoniboye https://youtu.be/pDmXs7E2Dko EP. 177 - Ex-Goldman Sachs Director: Earn Between £20k - £100k? Do This To Turn Your Salary Into Assets ft. Ayesha Ofori https://youtu.be/JVidJcdNy8o EP. 176 - Investing Expert: I’ve Been Investing For 37 years. In Your 20s, 30s, or 40s? Start Here ft. Mike Coop https://youtu.be/YMMEXkSHx7Q EP. 175 - Financial Advisor: Why's Everyone So Obsessed With Buying A House? ft. Joseph Obeng https://youtu.be/tW6WxMReG5s EP. 174 - Money Expert: I’m 63. If You're In Your 20’s, 30’s or 40’s Watch This Before It’s Too Late ft. Perry https://youtu.be/G598t8xRBqw EP. 173 - £1M+ Entrepreneur Explains How to Turn Your Side Hustle Into a £1M Business With Little Money ft. Ebenezer Ghanney https://youtu.be/fyn6q5ttaNE EP. 172 - Ex-JP Morgan Banker Exposes The Secrets The 1% Use To Keep & Make More Money! - Lámidé Elizabeth https://youtu.be/8ZXz0iRRaY8 EP. 171 - £2M Property Investor REVEALS How To Become A Property Millionaire ft. Julianah https://youtu.be/G8SjAg5e1kQ EP. 170 - Financial Advisor REVEALS The Best Asset To Build Your Wealth ft. Chris Ball https://youtu.be/l9mlVfoghIA EP. 169 - Tax Professor: The UK Tax System Is Broken! It Was Never Meant For You To Build Wealth ft. Dr Andy Summers https://youtu.be/MafQp2dFzXw EP. 168 - Ex-Goldman Sachs Trader Exposes How Anyone Can Get Rich From The Stock Market ft. Debodun Osekita https://youtu.be/uMz12wOMy-Y Disclaimer: The information contained on this video is not intended as, and shall not be understood or construed as, financial advice. I am not a financial advisor and the information in this video is not a substitute for financial advice from a professional who is aware of the facts and circumstances of your individual situation.