Escaping Wall Street to Pursue Unconventional Paths

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In this chapter, the guests share their backgrounds and how they escaped Wall Street to take a more unconventional approach. They discuss their upbringing, work ethic, and journey into finance, as well as the struggles they faced after their athletic careers ended. The chapter also covers their exploration of social media, compliance issues, and the pivotal moment where they had to choose between staying in Wall Street or pursuing their own aspirations.

On today’s Millennial Investing Rewind Episode, Robert Leonard chats with Jose Hernandez and Alan Angeloni about their journey into entrepreneurship, becoming social media gurus, building a successful financial education platform, and ultimately escaping Wall Street. Jose Hernandez is a former wealth manager for one of the largest firms in the world, who left that career behind to pursue his dream and passion. Alan Angeloni has built one of the largest financial social media accounts on Instagram, Financial Professional, and turned it into a successful and growing business.

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

22:51 - How you can meet potential business partners.

32:29 - How to determine if someone is right for a partnership.

34:39 - The challenges of working with a business partner.

37:38 - How to build a large social media following.

37:38 - How to turn a social media following into a business.

45:54 - Mistakes to avoid on social media.

50:57 - How to deal with imposter syndrome.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

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Recommended Book: One Million Followers by Brendan Kane.
Recommended Book: Influencer by Brittany Hennessy.
Recommended Book: Virtual Freedom by Chris Ducker.
Recommended Book: The ONE Thing by Gary Keller and Jay Papasan.
Check out the books mentioned in the podcast here.

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