Wealth management for entrepreneuers with Elliot Kallen, the owner of Prosperity Financial Group (USA)

 

Elliot Kallen, the owner of Prosperity Financial Group, a wealth advisor to entrepreneurs, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about the importance of financial planning for entrepreneurs and his charity helping tackle depression and thoughts of suicide. Here is what they covered in more detail:

  • Elliot's background

  • Prosperity Financial Group's mission

  • The importance of financial planning for entrepreneurs

  • What common mistakes do entrepreneurs make when gaining wealth, and why staying the course to achieve financial goals can be the biggest challenge today?

  • What are your tips on how to get your business in top shape and ready for a sale?  You have sold three companies, so you have a wealth of knowledge to share on how to do it successfully.

  • What are the biggest financial lessons you have learned over his long financial advisor and entrepreneur career?

  • Let’s focus on resilience for entrepreneurs: Strategies to overcome adversity. Despite great hardship, you were still able to run your companies and launch a charity that is today a well-known national organization after the death of your son

  • Recommended reading: Think and Grow Rich and The Greatest Salesman in the World 

  • Wrap up: the best way to reach out: +1 (5 1 0) 2 0 6 1 1 0 3 or elliot@prosperityfinancialgroup.com or  Prosperity Financial Group website