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Sticking to the Plan Through Tough Times with Apollo Lupescu - Ep 20
Manage episode 285240000 series 2777817
Content provided by Charles P. Boinske. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charles P. Boinske or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
On Episode 20 of The Wealth Cast, Apollo Lupescu discusses 2020's financial wildness. He stresses that having a financial plan based in solid principles was the key in 2020—a year that ended up being a net gain for the financial markets. Apollo highlights the importance of advisors who do not merely facilitate, but keep a consistent message and theme, even in the face of a crisis like COVID, in order to best benefit their clients.
Get the full show notes and more resources at TheWealthCast.com
37 episodes
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Manage episode 285240000 series 2777817
Content provided by Charles P. Boinske. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charles P. Boinske or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
On Episode 20 of The Wealth Cast, Apollo Lupescu discusses 2020's financial wildness. He stresses that having a financial plan based in solid principles was the key in 2020—a year that ended up being a net gain for the financial markets. Apollo highlights the importance of advisors who do not merely facilitate, but keep a consistent message and theme, even in the face of a crisis like COVID, in order to best benefit their clients.
Get the full show notes and more resources at TheWealthCast.com
37 episodes
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Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
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continue reading
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