Wealth Management Speaker Series: How I Built(d) My Business
Wealth Management Speaker Series: How I Built(d) My Business.
In wealth management, organic growth can be hard to attain, but there are many ways of building a successful business. Come and hear from successful advisors from different business models and firm types about how they built and continue to grow their practices.
Key questions to be explored include:
- Different career paths and journeys to success in wealth management
- How to gain initial traction ... and continue growing over time
- Lessons learned and practical tips
Panelists include:
- Alex Fedynsky, Partner at Aaron Wealth Advisors
- Andrew Leonard, CEO at Geometric Wealth Advisors
- Justin Padgett, President at Valeo Financial Advisors
This session will be moderated by Philipp Hecker, Chief Executive Officer at Bento Engine.
The Wealth Management Speaker Series is brought to you by Columbia’s Wealth Management master’s program. Uniquely designed to educate working professionals, this 16-month, part-time online program prepares experienced and aspiring wealth management professionals to meet the disruptive challenges of today’s industry. The innovative and rigorous curriculum connects advanced theory with practical applications through problem-based learning while providing students with the educational requirements for CFP® certification.
Registered guests will receive a Zoom link prior to the event.
For questions about this event, please contact Vanessa Carrillo, vc2418 [[at]] columbia [[dot]] edu.
To obtain additional information about program offerings at Columbia University’s School of Professional Studies, please inquire [[at]] sps [[dot]] columbia [[dot]] edu.
