What inspired a former Cincinnati Bengals employee to become an independent wealth manager and how did he build a successful practice focused on helping business owners?

Peter Hiltz shares his journey from corporate finance to independent wealth management, highlighting how his early exposure to finance through his father's stock market interests shaped his career path. He discusses the challenges and rewards of transitioning to business ownership, the importance of building strong professional networks, and his client-first approach to wealth management.

Key Takeaways

→ Time management is crucial for business owners - they need to build the right team of advisors to support growth

→ Successful business transitions require openness to change and willingness to adapt traditional practices

→ Building a coordinated team of professionals (CPA, attorney, insurance agent) is essential for comprehensive planning

→ The transition from employee to business owner requires wearing multiple hats and constant learning

→ Authentic relationships and professional networking from an early age are fundamental to long-term success

How to Reach Peter

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