In our latest podcast episode, we talk to Peter Lazaroff, the Chief Investment Officer at Plancorp, who shares his personal and professional journey in the world of finance. Starting from a childhood interest in money, sparked by a unique gift of Nike stock, Peter discusses his career evolution. He talks about the transition from stock analysis to a leadership role in management, emphasizing the importance of aligning with a company that reflects his values.

Peter also explores the changing landscape of financial advising, focusing on a holistic approach that aligns with clients' core values. He offers insights into effective communication, the importance of ongoing learning, and the role of mentorship in the finance industry. This episode provides a realistic and informative perspective for anyone interested in personal development or professional growth in the finance sector.

Peter's Book:

https://www.amazon.com/Making-Money-Simple-Complete-Financial/dp/1119537878

Social:

https://www.linkedin.com/in/peterlazaroff/

X: @PeterLazaroff

#75- Peter Lazaroff's Journey and Blueprint for Success