Financial advisor helps clients ‘peopletize’
Masterminds Connections founder Chad Coe leads a class on job skills. | Courtesy of Chad Coe
Updated: January 23, 2013 9:04AM
Deerfield resident Chad Coe has spent 15 years helping others plan their financial futures.
After seeing people suffer from poor economic conditions and losing their jobs, Coe said he felt there was something more he could do. So he created MasterMind Connections, an organization aimed at helping people regain control over their career. Coe said he based MasterMind Connections on the Napoleon Hills concept: If you bring like-minded people together, and actively focus on each other, you will achieve exponential growth and opportunities.
Q: What inspired you to start Mastermind Connections?
A: Early on in my career, I felt that helping others achieve their goals and dreams would help me, in return, build a world-class charity and grow the Coe Financial Group.
Q: Give us a brief description of Coe Financial.
A: I started Coe Financial Group in 2000 after working at Paine Webber for two years. As a wealth advisor at Paine Webber, it was my goal to help individuals and families to plan, so they can have a comfortable retirement. Since then it has been an incredible ride.
Q: What sorts of success stories have you heard from Mastermind Connections?
A: I am seeing many people get new jobs and careers. Some after being out of work over one year. But consistently they tell me that the mastermind groups have, for sure, helped them.
Q: You’re very involved in charity — what drives you to give back to others?
A: In 2009 Debbie and I founded Special Kids Network (www.specialkidsnetwork.org) with the idea that we could give back to our community while helping childrens’ charities like Keshet raise money for their camps and other childrens’ causes. We felt strongly that we would do events like a golf outings and poker tournaments. They have been very successful and allowed us to contribute over 1.5 million dollars to childrens’ causes.
Q: Your book is about “peopletizing” — how would you describe that to someone?
A: I self published a book called “The Power of Peopletizing,” a book that teaches you how to network and have a mindset that will help you create an abundant thoughtful, sharing and caring mindset. After reading the book people say they have learned new life lessons that have helped them succeed at reaching their goals faster.
Q: What achievement makes you the most proud?
A: I am most proud of the hundreds or thousands of people that say I have helped them or that they changed their lives because of some advice or structure that I helped them with. It is a passion of mine to listen to others and to help them get focussed on what they want and whom they want to meet in order to progress in their search for a new job or new business.
Q: What are your goals for 2013?
A: I would like to see 2013 be a great year for the job seekers that come before me. I now am very confident that I have the tools, knowledge and resources to continue to help hundreds more people this year.
Q: How long have you lived in Deerfield?
A: My family has lived in Deerfield since 1996. My 3 sons all went to South Park, Caruso and Deerfield High School. My wife Debbie has been very supportive of my entrepreneurial efforts.