On this week's episode- we’re Joined by the founder of Chosen Advisory Group, and Wealth Management Advisor Bilal Afolabi

Bilal was born in Togo, Africa, and moved to Hartford, Connecticut at 8 years old.

Bilal started his wealth management journey at 19 years old through a nationally ranked internship program at Northwestern Mutual. He was the number one intern in the Northeast, ranking Top 10 nationally out of twenty five hundred interns in 2014 and 2015.

Today Bilal Afolabi is a CERTIFIED FINANCIAL PLANNER, a Chartered Financial Consultant, and founder and wealth management advisor at Chosen Advisory Group where he specializes in working with pre-retirees/retirees and the emerging affluent.

Bilal is a nationally ranked speaker on financial planning, speaker at the national medical conference, and has been in articles from the certified financial planning board. He currently serves on the Goodwin University School of Business Advisory Board to assist in shaping their curriculum and improving enrollment for new students. For his hard work, Forbes recognized him as Best-In-State Top Financial Security Professional in 2023, and he was awarded Bilal as the youngest ever 4 under 40 in the state of Connecticut in 2016.

In this episode- Bilal and I discuss his upbringing, how he worked to achieve a healthy relationship with money, and how his client can make their money work for them.

00:00 - Introduction

2:41 - What would you 8-year-old self think of your success?

4:14 - Background on being from Togo

6:40 - What jobs did your parents have in Togo?

7:55 - How would your parents describe you as a kid?

9:50 - Adjusting and assimilating to American culture

13:10 - Establishing friendships in the USA

14:32 - How did you decide on college and your career?19:26 - 35th Street Builders sponsorship

20:18 - What was your and your family's relationship with money?

25:40 - Wealth management journey and your goals

29:15 - Lessons from your internship at Northwest Federal

30:30 - Working full-time for Northwest Federal

33:40 - Career before starting Chosen Advisory Group

35:50 - Intrapreneurship

36:30 - Steps taken to starting your own firm

40:15 - Leadership style

44:45 - Target audience and why retirees & boomers are your top clients

47:55 - What makes C.A.G. different from other firms?49:35 - How to set up families and next generation for success

53:45 - Behaviors and lessons of highly successful people

54:45 - Savings advice for solopreneurs 58:30 - Relationship with money today

1:01:00 - Conversations about money, and how he is setting up his family for financial success

1:04:00 - Social media contact

1:04:50 - Rapid fire questions and answers

Show notes:

Linkedin: ⁠https://www.linkedin.com/in/bilalafolabi/

Website: https://www.northwesternmutual.com/financial/advisor/bilal-afolabi/

Today's Sponsor:

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