Steve Lockshin founded several FinTech companies including a multi-billion dollar registered investment advisory firm, a wealth management reporting solutions company, and his newest company, AdvicePeriod, which is redefining what it means to be a wealth management firm in the age of FinTech. Along the way he was named the #1 independent financial advisor in the United Sates by Barron’s Magazine in 2011, and he became an investor is several hot startups. In today’s podcast, Steve shares some of the key lessons and insights he learned on the road to becoming a top entrepreneur.
CEO Coaching International Podcast