Between Now And Success
Financial Advisor Michael Bradley on Starting From Scratch and "Doing Wealth Planning Differently"
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:37:21
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Sinopsis
Michael Bradley founded Bradley Wealth in 2002. Today the firm offers high-touch financial planning and alternative investments to high-net-worth clientele. Michael and I have known each other since my days at Peak Advisor Alliance, and I was excited to catch up with him at the 2022 CAIS Alternative Investment Summit in Beverly Hills. We talked about his evolution from being a corporate executive for 15 years to starting his planning firm from scratch at the bottom of the Dotcom bubble. We also discussed why and how Michael made alternative investments a core part of his investment strategy.