Shownotes Transcript
From Wall Street to Wealth Management: Lessons for Entrepreneurs
This week’s guest on the Measure Success Podcast is Bob Bedritis, CEO of Oswego Private Wealth Management. Bob’s journey from Wall Street to building a thriving wealth management firm is packed with lessons for entrepreneurs.
We explore strategies for financial independence, including how to maximize the value of your business and plan for life after selling it. Bob also shares how entrepreneurs can achieve the “Four Freedoms” of time, money, relationships, and purpose.
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Where to find Bob:
https://oswegoprivatewealth.com
https://www.linkedin.com/in/bob-bedritis-certified-exit-planner%C2%AE-crc%C2%AE-05140613
Where to find Carl:
https://www.linkedin.com/in/carljcox/
https://www.instagram.com/carljcox40/
🎧 Measure Success Podcast
https://podcasts.apple.com/us/podcast/measure-success-podcast/id1552291579
🎧 $4M Strategies Podcast
https://podcasts.apple.com/us/podcast/%244m-strategies/id1741584100
📖 Read Carl’s book "Lost at CEO: An Entrepreneur’s Guide to Strategy": https://a.co/d/iMiZVf2