Description

Summary

In this episode, we meet with Ray Prospero, a partner and fiduciary financial advisor at Advice Period. 

Ray shares his journey from practicing law to wealth management, discussing the challenges he faced, including personal struggles and the impact of his legal background on his current role. He emphasizes the importance of being a fiduciary, putting clients' interests first, and offers practical financial advice for everyday people. 

Ray also shares his passion for BJJ, the therapeutic benefits, and his experiences in competitions. Additionally, they discuss the evolving landscape of jiu-jitsu and its growing popularity, as well as Ray's commitment to community service and personal growth.

You can learn more about Ray → linktr.ee/rayprospero 

Chapters

00:00 Introduction to Ray Prospero and His Journey

02:05 Transition from Law into Wealth Management

09:05 The Impact of Personal Struggles on Career Choices

11:52 Building a Career at Merrill Lynch

15:59 Joining Advice Period and Its Culture

16:58 Day-to-Day Life as a Wealth Manager

18:50 Understanding Fiduciary Standards

22:49 Financial Advice for Everyday People

24:38 The Influence of Dave Ramsey's Principles

26:30 Becoming an Elder at Crossroads Christian Church

29:49 Reflections on Life's Journey and Faith

34:12 The Role of AI in Financial Services

41:47 Tailoring Financial Portfolios

44:36 Exploring Cryptocurrency and Bitcoin

52:03 The Journey into Jiu-Jitsu

01:00:17 Experiences in Competition

01:10:10 The Future of Jiu-Jitsu and Entertainment

Dr. Archie's Groundwork Chiropractic is officially open and servicing clients. Book your next appointment using the links below!

IG: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@groundworkchiropractic⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

W: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.groundworkchiropractic.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The BizJitsu Podcast is sponsored by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Union Staffing Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, a full-service boutique recruitment firm that unites great companies with high-performing sales, marketing, and operational talent. 

Follow us on Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@BizJitsu_Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@vincepacleb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@archie_d⁠ane⁠⁠⁠⁠

Keywords

Ray Prospero, wealth management, fiduciary advisor, financial advice, personal growth, jiu-jitsu, Dave Ramsey, financial planning, life lessons, community service

Dr. Archie's Groundwork Chiropractic is officially open and servicing clients. Book your next appointment using the links below!

IG: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@groundworkchiropractic⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

W: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.groundworkchiropractic.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

The BizJitsu Podcast is sponsored by ⁠⁠⁠⁠⁠⁠⁠⁠⁠Union Staffing Group⁠⁠⁠⁠⁠⁠⁠⁠⁠, a full-service boutique recruitment firm that unites great companies with high-performing sales, marketing, and operational talent.

Follow us on Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠@BizJitsu_Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠@vincepacleb⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠@archie_d⁠ane⁠⁠⁠⁠