The Wealth Stream Podcast

The Wealth Stream Podcast


Finding Your Lifelong Accountability Partner (Ep. 107)

May 10, 2023

Lifelong relationships aren’t just created outside the workplace.


These types of relationships are created with colleagues and clients all the time!


In this episode, Tim Scannell discusses how he curates his professional relationships as well as how he helps others find and maintain meaningful relationships, including accountability partners, both in and out of the financial world.


Tim discusses:


  • The relationship he has had with a client since 1990 and how he maintains it
  • Financial accountability partners and how he helps people find theirs
  • How he helps families curate realistic college education plans
  • Tips on how to achieve those specific retirement goals you may have (like retiring on the beach!)
  • And more

Resources: 


Connect With Tim Scannell: