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Welcome to The Adapter’s Advantage: Breakthrough Moments that Lead to Success, the podcast that brings you insider stories of the moments that mattered—turning points on the sometimes rocky road to success. Our guests are leaders in sales, training, enterprise learning, and academia, who share how they’re adapting to the changing world. These interviews are informative, inspirational, and based on real-world experiences to help listeners learn how their organizations can adapt to change. The host is Mark Magnacca, president and co-founder of Allego, the workforce training and readiness platform built for distributed teams.
Episodes
Tuesday Dec 21, 2021
Tuesday Dec 21, 2021
Kent A. Fitzpatrick is the founder and managing director of Asset Strategy, a financial and wealth management consulting firm with offices in Boston, Washington D.C., and Pittsburgh.
With over thirty years of experience, Kent is an Accredited Investment Fiduciary Analyst® from the Center for Fiduciary Studies, a Global Financial Steward® and a Certified Behavioral Finance Analyst.
Asset Strategy is an assemblage of entities and professionals providing financial planning, estate planning, investment management, fiduciary, insurance, and real estate consulting. Their motto is “Helping you Create, Manage, Protect & Distribute Wealth.”
Show Notes:
https://www.assetstrategy.com/kentfitzpatrick
https://www.linkedin.com/in/kent-fitzpatrick00001/
https://www.assetstrategy.com/