From CPA lifestyle practice to the billion-dollar multi-generational RIA Enterprise with Michael Goodman

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From CPA lifestyle practice to the billion-dollar multi-generational RIA Enterprise with Michael Goodman

Michael Goodman is the founder and president of Wealthstream Advisors, a Manhattan-based household RIA that manages over $ 1 billion in belongings for 350 shopper households. Michael first started his profession as a CPA earlier than shifting on to monetary planning and constructing an organization that might survive his retirement.

Take heed to Michael share his distinctive journey from CPA to monetary planner and finally construct his personal enterprise that enables him to do what he likes finest: serving shoppers. We additionally focus on how his character and optimism helped keep on the right track in troublesome occasions, why working with a guide was the catalyst that introduced him the place he’s in the present day, and the largest change he needed to make when taking dangers. change focus and scale.

Efficiency notes and extra data could be discovered at: https://www.kitces.com/231

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