In this episode of Business and Beyond’s Feature Friday, we sit down with Kenneth Steinmetz, a seasoned financial advisor who began his career in 2001 and has since dedicated over two decades to helping clients see the big financial picture.
Kenneth shares his inspiring journey — from finding his passion after college to joining Janney Montgomery in 2019, drawn by the firm’s prestige and strong core values. He opens up about the biggest challenges in the financial services industry, what makes him stand out as an advisor, and why being proactive is essential in both business and life.
He also discusses the evolving role of AI in finance, emphasizing the importance of maintaining human connection and judgment in an increasingly digital world. And for business owners, Kenneth offers powerful advice on how to stay ahead, remain adaptable, and build strategies that stand the test of time.
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