Ep 82: A Positive Imprint: Building a Visionary Firm with Amyr Rocha Lima

In this episode, Abraham interviews Amyr Rocha Lima, the managing director of Strategic Wealth Partners. They discuss the journey of young financial planners and the challenges they face in the industry. They also explore the trend of frustrated succession plans and the reasons behind their failure. Amyr shares his own experience of starting his own financial planning firm and the vision behind Strategic Wealth Partners. The conversation highlights the importance of creating a firm where both clients and employees can be proud to be a part of. Find out more about the episode here.

Om Podcasten

The Adviser 3.0 Podcast is hosted by Abraham Okusanya. Get ready for his signature raw honesty, critical analysis and no-holds-barred insight at the intersection of retirement, investing and fintech.