In this episode, Abraham interviews Amyr Rocha Lima, the managing director of Strategic Wealth Partners.
They discuss the journey of young financial planners and the challenges they face in the industry. They also explore the trend of frustrated succession plans and the reasons behind their failure. Amyr shares his own experience of
starting his own financial planning firm and the vision behind Strategic Wealth Partners. The conversation highlights the importance of creating a firm where
both clients and employees can be proud to be a part of.
Find out more about the episode here.
Adviser 3.0: The Podcast