Started by doing workshops and later founded a wealth management business, from no clients to one of the most successful financial advisory practices. Grow team to 13 FTEs, with revenue growth exceeding 20% for over 20 years. (Rocco Carriero)

Grow A Small Business Podcast · Aug 18, 2021 · 1m

In this episode, I interview Rocco Carriero, a private wealth advisor and founder of Rocco A. Carriero Wealth Partners, a private wealth advisory practice based in Southampton, New York. This wealth management is dedicated to helping clients achieve their financial goals through truly personalized experience and from planning to developing strategies. Rocco has nearly two decades of experience working with successful business owners implementing the Three Cords Approach to life planning. He made a book of that approach to help business owners have a balance between their business and their…