Great Aspirations

Great Aspirations

Por: Wealthspire Advisors
Welcome to Great Aspirations, Wealthspire Advisors' podcast series on life, wellness, and financial advice. Hosted by the CEO of Wealthspire Advisors, Michael LaMena, each episode shares the experiences of extraordinary people whose stories inspire others to think big, find balance, and explore the possibilities of achieving health, wealth, and happiness. Season 1 highlights game changers in financial services - women who have elevated the industry through their extraordinary achievements.
22 episodios disponibles

Latest episodes of the podcast Great Aspirations

From Breaking News to Building Legacy: Angie Lau's Journey to Living a Life Fulfilled 10/06/2025
Dreams Achieved: Caroline Gaynor's Lessons from Guiding Visually Impaired Athletes 31/03/2025
Life in Full Bloom: Jim McCann’s Impact and Legacy on Modern Business and Philanthropy 18/02/2025
A Wish Fulfilled: Matthieu Pavon’s Journey to the Masters 14/01/2025
The Highest Peak: A Band of Brothers’ Pursuit of Fellowship, Fundraising and Fun 14/11/2024
Empowered: Mike James’ Inspiring Journey to Leadership and Philanthropy 10/10/2024
Life in Abstract: Abbott Stillman’s Inspiring Journey from Real Estate to Art 13/09/2024
Health and Wealth: How two sisters combined forces to help women take charge of their lives 15/01/2024
Building a Village: Mike Delgass and Christine Lai on Supporting the Special Needs Community 13/12/2023
Value Beyond Investing: How Bento Engine helps client-centric Advisors deepen existing relationships 13/11/2023
Planning for Life’s Next Chapter: How Cobi Blumenfeld-Gantz helped simplify Medicare for clients and advisors 16/10/2023
Closing the Gap: How Trevor Rozier-Byrd is bridging the racial wealth gap through investment app, Stackwell 18/09/2023
The New Skool Approach: How FiComm modernized marketing and helped advisors strengthen client relationships 16/08/2023
The Business of Experience: How Dennis Moseley-Williams helps financial organizations create transformative experiences for clients. 24/07/2023
Teaching Finance: Rachel Haberman’s journey from English teacher to Aspiring Financial Advisor 01/05/2023
Designing Success: Channing Olson’s path to RIA leadership through operational excellence 12/04/2023
Redefining C-Suite: Donna Levy’s Journey to Advisory and Investment Leadership 13/03/2023
From IBM VP to Advisor: How Stephanie Carmel shifted gears to pursue her passion of becoming an advisor. 27/02/2023
Leadership Redefined: Michele Walthert’s journey from financial advisor to RIA leadership 14/02/2023
Tech Savvy: How Alia Wagenhoffer shifted gears from being a financial advisor to leading fintech. 17/01/2023
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