Marc Schechter’s entrepreneurial talents have led him to become CEO of a third generation firm that advises clients around the country on financial matters including investment advisory services, life insurance planning, income and estate taxes, business succession, and charitable planning. Marc started, built and grew numerous businesses after college. You’ll hear about one venture that didn’t quite pan out and that led him to join his family’s business, Schechter Wealth. I really enjoyed this conversation with Marc as he outlines the evolution of his firm and humbly explains the moves they’ve made that have led to profitable growth. The information Marc imparts (especially around their core values) is applicable on so many levels. Please enjoy this episode of GENeration EXcellence.
