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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.
By Kim Butler and Tammi Brannan5
77 ratings
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.