Spiros Vassilakos: From Hospitality to High Finance, Pioneering Wealth Management with Trust and Resilience Through Market Mayhem

16W Media Group Presents The Branding Highway Podcast

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Discover the secrets behind transforming a passion for the hospitality industry into a successful career in wealth management with Spiros Vassilakos of Athenian Private Client Group. On the latest episode of the Good Neighbor Podcast, I, Mike Sedita, sit down with Spiros to unpack his riveting journey from restaurant owner to Wall Street maven, and how he weathered the storm of the 2007 financial crisis to emerge as the founder of his own firm. Get ready to be inspired by stories of resilience and dedication, as we uncover the intricacies of financial planning and the paramount importance of trust when it comes to discussing your hard-earned money.
With care and candor, we tackle the often-misunderstood world of behavioral finance and its impact on investment strategies, shining a light on the significance of aligning these strategies with the unique profiles of each client. I'll also open up about the balance between professional endeavors and cherishing life's personal moments — from the simple joys of family time to the leisure of golf and fishing. As we traverse the landscape of financial advising, we'll reflect on the historical challenges that have shaped the industry and delve into the role social media plays in influencing the investment behaviors of younger generations. So, tune in and gain valuable insights that go beyond the numbers, fostering not just wealth, but a wealth of knowledge.
For more than 20 years, Athenian Private Client Group has helped families and individuals, corporate executives, physicians and small business owners locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. We take "The Human Element" approach of financial planning that better personalizes and deepens human connections at scale with his clients. Athenian Private Client Group true focus is on helping his clients understand the cognitive and emotional biases to help pursue his clients' greatest objectives with simplicity, transparency and a disciplined process to measure their progress.
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www.AthenianPrivateClientGroup.com

Bölümler

1. Financial Planning & Behavioral Finance Explanation (00:00:00)

2. Financial Advising and Family Time (00:07:22)

3. Challenges and Advice in Financial Planning (00:13:19)