Tag: Business Owners
Against the Odds: A Nontraditional Financial Advisor’s Success Story (Ep. 2)

Against the Odds: A Nontraditional Financial Advisor’s Success Story (Ep. 2)

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Some people’s career paths have a bunch of twists, turns, and points where it’s flipped completely upside down. And then there’s Mike Heckman’s!

In this episode, Mike unveils the path that led him to become the financial professional he’s today. This conversation is all about inspiring you in your own career journey. So, tune in as Mike reinforces the belief that you can truly pursue anything you are passionate about.

Mike discusses: 

  • The story behind why he mainly works with business owners 
  • Some of his experiences as a business owner himself 
  • Valuable lessons that are all about motivating you to pursue your passion 
  • His experience working within the IT field during the ‘Y2K bug’
  • How he went from not wanting to be in the financial space to falling in love with the industry
  • And more!

Resources:

Connect with Mike Heckman: 

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Welcome To The Wealth Dock Podcast! With Your Host, Mike Heckman (Ep.1)

Welcome To The Wealth Dock Podcast! With Your Host, Mike Heckman (Ep.1)

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The wait is finally over. Now you can learn about Sable Point Wealth Management’s tailored financial strategies from wherever you are!

Introducing, The Wealth Dock Podcast with Mike Heckman 🎉

In this inaugural episode, Mike introduces himself and his investing philosophies while revealing what his show will be all about. 

Mike discusses: 

  • Sable Point’s ideal client and how he can instantly tell if someone is a good fit
  • How he (accidentally) got started in the financial services industry
  • The business and investing philosophy he implements with the investors and clients he works with (whether they’re new or highly experienced)
  • His connection with the martial arts world
  • What success means to him
  • And more!

Resources:

Connect with Mike Heckman: 

About Your Host:

Mike Heckman, MS, CFP®, CEPA®, BFA®, CDFA®, AWMA®, CRPS®, CRPC®, is a nationally recognized Financial Educator, Author, Speaker, Retirement Planner, and Wealth Advisor.

Mike and his team have been helping business owners, medical professionals, and retirees preserve, protect and pass on their wealth for over 12 years. In 2019, Mike founded Sable Point Wealth Management, serving Western Michigan with offices in Ludington and Spring Lake.

He’s currently conducting dissertation research on wealth preservation strategies in retirement to complete his Financial Management Doctorate from California Southern University.

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