In this episode of CFO Weekly, Megan Weis speaks with Elliot Kallen, President of Prosperity Financial Group, about the importance of having a sound financial strategy in your wealth management. We discuss the difference between fee-based and commission-based financial planning, common emotion-based mistakes clients make, and predicting where the markets are headed. Elliot also touches on how wealth management is evolving based on changes in generational needs and the role of AI in wealth management.
Elliot Kallen is a leader who brings over thirty years of passion and robust entrepreneurial business ownership experience to his elite financial planning & advising practice. He has built international organizations, been the CEO of two other companies before forming Prosperity Financial Group, and is a frequent keynote speaker at charities, podcasts, and radio shows. He speaks on various topics, including motivation, leadership, charitable work, marketing, and different financial subjects.

In this episode, we discuss the following topics:

• Common emotion-driven mistakes made by clients
• Predicting the markets, art or science?
• The role of AI in advisory services
• The role of resilience in the success of an entrepreneur

Learn more about Elliot:

• Elliot Kallen on LinkedIn
• Prosperity Financial Group Inc. Website

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:

• Driving Value Beyond Finance with Tom McDermott
• Why CFOs Are the Chief Everything Officers with Claire Bramley
• Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles
• NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva
• What Lights You Up? with Jordan Grumet
• Become a Lean Six Sigma Master Black Belt with William Washington
  
  

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