Background: Personal and Professional (Ep. 1)
How do you know that you’re truly working for your clients and not just for a paycheck?
Join Thomas Manetta of Manetta Wealth Management as he takes you behind the scenes of financial advising without the smoke and mirrors. He shares his personal journey from trading floors to founding an independent advisory firm dedicated to conflict-free and client-first financial advice.
Thomas discusses:
- The challenges and realizations that prompted his shift from traditional financial firms to independence [00:01:16]
- The impact of real-world education and formal learning in shaping his advisory philosophy [00:03:09]
- Key lessons and experiences from his time at various firms, including the 2008 Lehman Brothers crisis [00:08:29]
- The role of custodians like Altruist in supporting independent advisors and clients [00:12:12]
- His mission to help other advisors embrace independence for a more fulfilling career [00:19:48]
- And more
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