"As an experienced financial adviser now, I wouldn’t recommend setting out to build a career the way I did. With just a few years’ experience and not fully qualified, I struck out on my own with high hopes and a $25,000 credit card limit. Forty years later, I lead a successful wealth management company for affluent, High Net Worth, and Ultra High Net Worth Families. It is fulfilling to assist clients in stewarding their money well for themselves and for their families and guiding them in their philanthropic giving. But there have been many challenges along the way."Following the release of Rise Up, Frank joined us on the podcast to discuss his take on how courage in business makes a tangible impact as well as his chapter in the book. Frank's chapter entitled "Overcoming Challenges with Forethought, Flexibility, and Faith" shares his personal and professional experiences that led him to achieving success by showcasing courage and commitment each step of the way. So sit back, relax, and enjoy another enlightening conversation from one of the brightest minds in business.

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