Ep. 196 - Mike Bisaro - Mental Toughness In Wealth Management
About this episode
Mike Bisaro discusses mental toughness in the context of wealth management and financial planning.
Mike Bisaro is the President and CEO of StraightLine, an independent fiduciary wealth management and retirement planning firm. An Accredited Investment Fiduciary® (AIF®), Mike has spent more than two decades helping individuals, families, and organizations build long-term financial confidence. He is a nationally recognized speaker on retirement planning, investment management, and financial leadership. 1:05 Golf as the Foundation for a Career in Advice 7:24 What Financial Advisors Can Learn from Great Caddies 10:07 Buying the Firm and Navigating Succession 14:31 The Hinge Moments That Changed Everything 19:29 Leading a Team While Still Serving Clients 24:02 Why Trust Is the Ultimate Competitive Advantage 28:49 The Easiest Financial Decision Is the Hardest Mental Decision 35:08 Staying Steady When Markets Get Volatile 48:30 How AI Will Impact Financial Advisors 55:55 The Future of Wealth Management and Human Connection 1:01:04 Books, Learning, and Continuous Growth 1:03:25 The Meaning Behind Puke & Rally Don't forget you can also follow Dr. Rob Bell on Twitter or Instagram! Follow At: X @drrobbell Instagram @drrobbell Download Your Daily Focus Map! https://drrobbell.com/ If…
More episodes of Mental Toughness Podcast With Dr. Rob Bell
- Ep. 197 - Casey Weade - Mental Toughness In The Pursuit Of A Meaningful Goal
- Ep. 195 - Sarah Dale - Mental Toughness Behind High Performing Advisors
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