From Wall Street to Wealth Management: Lessons for Entrepreneurs

This week’s guest on the Measure Success Podcast is Bob Bedritis, CEO of Oswego Private Wealth Management. Bob’s journey from Wall Street to building a thriving wealth management firm is packed with lessons for entrepreneurs.

We explore strategies for financial independence, including how to maximize the value of your business and plan for life after selling it. Bob also shares how entrepreneurs can achieve the “Four Freedoms” of time, money, relationships, and purpose.

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Don’t miss this inspiring and actionable episode. Listen now!

 

Where to find Bob:

https://oswegoprivatewealth.com 

https://www.linkedin.com/in/bob-bedritis-certified-exit-planner%C2%AE-crc%C2%AE-05140613 

 

Where to find Carl:

https://40strategy.com

https://www.linkedin.com/in/carljcox/

https://www.instagram.com/carljcox40/

https://x.com/40Strategy

 

🎧 Measure Success Podcast 

https://podcasts.apple.com/us/podcast/measure-success-podcast/id1552291579

 

🎧 $4M Strategies Podcast 

https://podcasts.apple.com/us/podcast/%244m-strategies/id1741584100

 

📖 Read Carl’s book "Lost at CEO: An Entrepreneur’s Guide to Strategy": https://a.co/d/iMiZVf2