The Healthy Advisor: Resiliency and Other Lessons Inside Lehman
Aug 16, 2023•44 min
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Episode description
When Mike Wunderli started his journey into wealth management, he was excited about a career that had a combination of sales and finance, interpersonal and analytical. He built up an impressive book of business, helping entrepreneurs and business owners engineer liquidity events for their companies. But then, the 2008 financial crisis hit, causing the downfall …
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