Summary
In this episode, we meet with Ray Prospero, a partner and fiduciary financial advisor at Advice Period.
Ray shares his journey from practicing law to wealth management, discussing the challenges he faced, including personal struggles and the impact of his legal background on his current role. He emphasizes the importance of being a fiduciary, putting clients' interests first, and offers practical financial advice for everyday people.
Ray also shares his passion for BJJ, the therapeutic benefits, and his experiences in competitions. Additionally, they discuss the evolving landscape of jiu-jitsu and its growing popularity, as well as Ray's commitment to community service and personal growth.
You can learn more about Ray → linktr.ee/rayprospero
Chapters
00:00 Introduction to Ray Prospero and His Journey
02:05 Transition from Law into Wealth Management
09:05 The Impact of Personal Struggles on Career Choices
11:52 Building a Career at Merrill Lynch
15:59 Joining Advice Period and Its Culture
16:58 Day-to-Day Life as a Wealth Manager
18:50 Understanding Fiduciary Standards
22:49 Financial Advice for Everyday People
24:38 The Influence of Dave Ramsey's Principles
26:30 Becoming an Elder at Crossroads Christian Church
29:49 Reflections on Life's Journey and Faith
34:12 The Role of AI in Financial Services
41:47 Tailoring Financial Portfolios
44:36 Exploring Cryptocurrency and Bitcoin
52:03 The Journey into Jiu-Jitsu
01:00:17 Experiences in Competition
01:10:10 The Future of Jiu-Jitsu and Entertainment
Dr. Archie's Groundwork Chiropractic is officially open and servicing clients. Book your next appointment using the links below!
IG: @groundworkchiropractic
W: www.groundworkchiropractic.com
The BizJitsu Podcast is sponsored by Union Staffing Group, a full-service boutique recruitment firm that unites great companies with high-performing sales, marketing, and operational talent.
Follow us on Instagram: @BizJitsu_Podcast | @vincepacleb | @archie_dane
Keywords
Ray Prospero, wealth management, fiduciary advisor, financial advice, personal growth, jiu-jitsu, Dave Ramsey, financial planning, life lessons, community service
Dr. Archie's Groundwork Chiropractic is officially open and servicing clients. Book your next appointment using the links below!
IG: @groundworkchiropractic
W: www.groundworkchiropractic.com
The BizJitsu Podcast is sponsored by Union Staffing Group, a full-service boutique recruitment firm that unites great companies with high-performing sales, marketing, and operational talent.
Follow us on Instagram: @BizJitsu_Podcast | @vincepacleb | @archie_dane
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