Enterprising Investor

Barbara Stewart, CFA: Creating Your Own Personal Business Model


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During the pandemic, many people creatively changed their approach to work—building new paths to wealth that leveraged their personal skills and life priorities. Mike Wallberg, CFA, and Barbara Stewart, CFA, researcher, keynote speaker, and author of Rich Thinking, discuss these changes, including what it means to have a personal business model and invest in yourself and what we can learn about our clients and ourselves as a result.

Find the full line-up of CFA Institute podcasts, visit https://cfainst.is/podcasts.

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Enterprising InvestorBy CFA Institute

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