Have A Powerful Vision To Share?
EPISODE 113
Weaving Purpose into Financial Advisory with Brent Mekosh
Vision Pros Live Podcast by Jackson Calame | November 22, 2023
Weaving Purpose into Financial Advisory with Brent Mekosh.
Tune in to learn about Brent's vision of walking alongside people on their financial journey. This is not just a job; It's a calling. My worldview has been shaped not only by my time at the New York Stock Exchange, but also by my transformative travels and ultimately finding my home in Arizona. I even wrote a book about finding purpose, a topic that is deeply intertwined with my counseling approach.
Brent Mekosh
Brent’s strategic vision for MP Advisors is to understand what motivates his clients and leverage that knowledge to align their financial resources with their most important goals. His passion for this business centers on helping clients achieve more than they could have ever imagined.
Financial planning and wealth management has been a part of Brent’s life since he first began investing in stocks at the age of 12. After graduating with a B.S. in Finance from the University of Colorado at Boulder in 1995, Brent went to work in New York City on the trading floor of the New York Stock Exchange (NYSE) with a predecessor firm of Bear Wagner Specialists.
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Action steps to support Brent Mekosh's vision:
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Sponsors of this episode:
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Enhancing your leadership psychology leads to better systems with tapmental.io
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