Episode 143 — Nick Bartolo: Not Your Typical Wealth Advisor
- S2E143
- 1:13:51
- August 31st 2023
Definitely qualified (CFA, CPA, MBA) and without the typical cookie cutter approach, Nick Bartolo of Essential Partners, steps into The Boardroom to chat through the world of wealth management. More than just diversifying assets and ensuring performance, Nick introduces a unique framework to grow and protect one's wealth. With ever-changing economic conditions, what thoughts (and emotions) come to mind as you think about your financial future?
Speaking of emotions, wealth advisors are not only investment guides but act as buffers to provide emotional distance and manage risk. With most advisors acting more like salespeople than genuine investment professionals, how can you make the right choice for your financial journey?
Tune in to hear about “The Money Illusion”, the realities of the 60/40 portfolio strategy (60% stocks, 40% bonds), and the US economy’s historic lack of soft landings.
Audio Mixing and Editing by www.verbell.ltd
The Boardroom Buzz: Grow, Sell, or Exit
Boardroom Buzz is the straight-talk playbook for owners who built their service businesses from the crawlspace up and want to master the next move—whether that’s doubling down on growth or preparing for a life-changing exit.
Hosted by Jason & Jeremy Julio—“The Blue-Collar Twins” who turned a service-truck start-up into a multimillion-dollar success—and mentored by veteran deal-maker Paul Giannamore, the show turns boardroom finance into stories you’d swap over a tailgate. Expect 40-minute deep-dives that unwrap one real transaction and one valuation lever you can pull today, plus quick “Market Pulse” riffs that flag shifts every operator should watch.
If you’re a majority or significant-minority owner eyeing the $5 M–$100 M revenue range, tune in for gritty war stories, step-by-step tactics, and the confidence to choose your own endgame. New episodes every Thursday. Presented by POTOMAC M&A.