The Advisor Advantage

Engineer of Finance- Ken Greene - Episode 022


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Summary:

Tammi Brannan speaks with Ken Greene about why he went from engineering to financial advising, and why this has been such a rewarding career change.

To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com

Links in this Episode:

The Summit - www.TheSummit4Advisors.com

Show Notes:

00:00 Intro

00:48 Ken Greene

01:02 Engineer of Finance

02:02 How do you bring engineering into finance?

02:31 My first client was me

03:20 Majority of advisors don't understand math

04:26 Ken's number one objective

05:21 I want to divert $20M from Wall Street

06:15 I like Wall Street, but not as a buy and hold strategy

09:39 How Ken facilitates the education process

11:53 The Summit- Thank God I went

17:06 How he got into insurance full time

20:55 I went from retiring as a millionaire to having nothing- I don't want anyone to go through what I went through

25:31 Be a contrarian.

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The Advisor AdvantageBy Kim Butler and Tammi Brannan

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