From Broadway to Wall Street: Two CEOs on Money, Mentorship & Meaning

The conversation revolves around the experiences and philosophies of two CEOs in the financial services industry. Jerry discusses the transition from a theater background to a Wall Street career, emphasizing the importance of wealth creation and entrepreneurship. Mike shares his journey from starting in insurance in 1984 to becoming an entrepreneur in 2014, highlighting the significance of control and mentorship. They discuss the impact of 9/11 on their personal and professional lives, the importance of financial protection, and the challenges of balancing work and family. The discussion also touches on the volatility in the market, the role of empathy in financial advice, and the necessity of financial education.

Full Episode Chapters:
01:21 Entrepreneurial Journey and Business Growth
05:02 Speaker 1's Background and Career Transition
08:50 Challenges and Responsibilities of Entrepreneurship
13:55 Mentorship and Succession Planning
21:04 Balancing Work and Personal Life
28:47 Client Relationships and Market Volatility

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Видео From Broadway to Wall Street: Two CEOs on Money, Mentorship & Meaning канала Alliance Financial Group