Service Academy Business Mastermind
#25: Starting a Financial Advisory Company with Joe Sroka, USMA ‘88
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:39:23
- More information
Informações:
Synopsis
"I really love investing. If you're intellectually curious it's a great profession to be in because you learn about different types of companies and industries." -Joe Sroka, USMA '88 Joe Sroka (USMA '88) is the Co-Founder and Chief Investment Officer of Nova Point Capital, a Registered Investment Advisory firm based in Atlanta. Joe’s team manages investment portfolios for high net worth individuals, family offices, corporations, pensions, endowments and foundations. In this episode, Joe and I discuss: His path into Financial Services and why he started his own firm His strategy for getting new clients How he helps business owners build wealth and maximize financial opportunities Connect with Joe Sroka Nova Point Capital Joe on LinkedIn If you found this episode valuable, please share it with a friend or colleague. If you are a Service Academy graduate and want to take your business to the next level, you can join our supportive community and get started today. To help out the show: Leave a review on iTu