Episode 139 - Greg Patterson - CEO of The Advisory Group & Wealth/Life Strategy Advisor

Greg Patterson is the CEO of the Advisory Group, an independent financial advisory firm based in San Francisco which manages over one billion dollars in assets. He’s also an incredible athlete who recently qualified for the Ironman World Championship in Kona. Greg helps his clients identify their life goals and designs financial plans that make it easier for them to create the lifestyles they want. He believes that many of the lessons he’s learned from triathlon training can also be applied to financial planning, and he encourages his clients to think ahead, challenge their limiting beliefs and commit to achieving their ‘impossible’ goals.

Om Podcasten

Men are being lied to. Your midlife is not about crisis; it's a time to thrive. And yet, it’s harder than ever to have real conversations about the topics you care about and explore the taboo topics no one will touch. Welcome to the Midlife Male podcast. A show that stops asking about your why and starts asking how to start living life on your terms. Each episode explores the topics that matter most in midlife, with perspectives from CEOs, athletes, celebs, and authors who have seen around the corner and help you adjust the dial on what matters and live a richer, happier, more balanced life.