Podcast appearances and mentions of Rocco A Carriero

Dive into an engaging speed round from THINK Business LIVE with Jon Dwoskin and Wealth Advisor, Rocco A. Carriero. These quick-fire questions and candid answers reveal best advice, favorite books, and personal insights. Watch the full episode Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Rocco A. Carriero: Website: Roccoacarriero.com Twitter: https://twitter.com/roccoacarriero?lang=en Instagram: https://www.instagram.com/threecordsapproach/?hl=en LinkedIn: https://www.linkedin.com/in/rocco-a-carriero-mba-crpc-56555317/ Facebook: https://www.facebook.com/ThreeCordsApproach/   *E – explicit language may be used in this podcast.

Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO's and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications. Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Rocco A. Carriero: Website: Roccoacarriero.com Twitter: https://twitter.com/roccoacarriero?lang=en Instagram: https://www.instagram.com/threecordsapproach/?hl=en LinkedIn: https://www.linkedin.com/in/rocco-a-carriero-mba-crpc-56555317/ Facebook: https://www.facebook.com/ThreeCordsApproach/   *E – explicit language may be used in this podcast.

This powerful clip from THINK Business LIVE with Jon Dwoskin and Wealth Advisor, Rocco A. Carriero, identifies and provides insight into overcoming “stuck” points in business. Get real-time, relatable coaching and practical advice for navigating hurdles to boost business growth. Watch the full episode Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Rocco A. Carriero: Website: Roccoacarriero.com Twitter: https://twitter.com/roccoacarriero?lang=en Instagram: https://www.instagram.com/threecordsapproach/?hl=en LinkedIn: https://www.linkedin.com/in/rocco-a-carriero-mba-crpc-56555317/ Facebook: https://www.facebook.com/ThreeCordsApproach/

Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEOs, and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor, and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, and NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications. Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca.   In this episode, Rocco talks about understanding your dream for the future. You will also learn how Rocco achieved the life he always wanted. Rocco believes that creating personalized wealth management solutions will help his clients bring their vision to life, considering personal, family, and business goals in every decision.   Connect with Rocco A. Carriero Instagram Linkedin Twitter Balance Your Business, Balance Your Life (book) Rocco A. Carriero   Connect with Mike Szczesniak Instagram LinkedIn YouTube

Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO's and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications. Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Rocco A. Carriero: Website: roccoacarriero.com

Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO's and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications. Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Rocco A. Carriero: Website: roccoacarriero.com

For the last 20 years, Rocco has been advising business owners and entrepreneurs with wealth management. His practice currently has over $750M in assets under management. What makes Rocco different is that he believes that in order to create long-term financial success in life, you have to create balance in 3 things, including your work, health, and relationships. Rocco has appeared on NBC, and his financial insights have been featured in all the major media publications including the Wall Street Journal and Forbes. Most recently, he also wrote the book, Three Cords Approach to Life and Wealth Management for Business Owners. Rocco discusses The 3 cords concept of self, family, and business and how business owners can use it to achieve their financial goals. Social Media Links: https://www.amazon.com/Rocco-A.-Carriero/e/B07L4KHFRS%3Fref=dbs_a_mng_rwt_scns_share

Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO's and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications. Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Rocco A. Carriero: Website: roccoacarriero.com

Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO's and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications. Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca.Support the show

Today, Kevin Bees talks with Rocco Carriero, CEO and Founder of Rocco Carriero Wealth Partners.   Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO's and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications.    Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca. Rocco Carriero shares: What are the 3 areas of true wealth? Family, Business & Self. The importance of taking a regular inventory of where you are now, in each of those areas. How to get clear on the empowering question - 'what is it that you want from life?' How to manage company culture effectivel How he has managed to retain his clients for decades and have a low turnover rate with his team How to set up KPIs for your business His system for reflection every 90 days Why he has a bucket list goal to own a hotel in Italy Resources 3 Chords Approach To Life & Business By Rocco A Carriero https://books.forbes.com/authors/rocco-a-carriero/   Rocco's website: https://roccoacarriero.com    Who Not How By Dan Sullivan https://whonothow.com/   If you would like more insights on profit maximization for your business visit www.ProfitHive.com.au

The 3 Cords Concept was created to help business owners reach their financial goals. In this episode, Adam Torres and Rocco A. Carriero, Private Wealth Advisor at Rocco A. Carriero Wealth Partners, explore what business owners should consider when planning for the future. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be interviewed by Adam on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/

The 3 Cords Concept was created to help business owners reach their financial goals. In this episode, Adam Torres and Rocco A. Carriero, Private Wealth Advisor at Rocco A. Carriero Wealth Partners, explore what business owners should consider when planning for the future. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be interviewed by Adam on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/

Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications.Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Identifying and Creating a Financial Plan.Commitment to developing a strategic financial plan.Matching your financial resources to your family goals.Connect with Rocco Carriero:https://capitalgainstaxsolutions.com/matching-your-financial-resources-to-your-family-goals-with-rocco-carriero/Love the show? Subscribe, rate, review, and share!Here's How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO's and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications. Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation.We chat about:Why Rocco wrote his book Three Cords Approach to Life and Wealth Management for Business OwnersThe “three cords” to life: business, family, and yourself.The first step to interweaving all three braids into one strong cordAttaining work-life balancePrioritizing one's own healthRisks to wealthBuilding a retirement portfolio for personal fulfillmentWhat does retirement look like for a business owner?How soon should people be considering eldercare?Legacy and estate planningConnect with Rocco Carriero!Website: https://roccoacarriero.comLinkedIn: https://www.linkedin.com/in/rocco-a-carriero-mba-crpc-apma-56555317/LIKE • SHARE • JOIN • REVIEWWebsitePatreonApple PodcastsGoogle PodcastsYouTubeSpotifyStitcherDeezerFacebookTwitterInstagramSUPPORT THE SHOW!Self Managing Your Rental Properties? Get 6 months of RentRedi for $1! Click this link!Get Exclusive Content on Patreon! • https://www.patreon.com/reimastermind

Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO's and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications. Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. We chat about: Why Rocco wrote his book Three Cords Approach to Life and Wealth Management for Business Owners The “three cords” to life: business, family, and yourself. The first step to interweaving all three braids into one strong cord Attaining work-life balance Prioritizing one's own health Risks to wealth Building a retirement portfolio for personal fulfillment What does retirement look like for a business owner? How soon should people be considering eldercare? Legacy and estate planning Connect with Rocco Carriero! Website: https://roccoacarriero.com (https://roccoacarriero.com) LinkedIn: https://www.linkedin.com/in/rocco-a-carriero-mba-crpc-apma-56555317/ (https://www.linkedin.com/in/rocco-a-carriero-mba-crpc-apma-56555317/) LIKE • SHARE • JOIN • REVIEW http://reimastermind.net/ (Website) https://www.patreon.com/reimastermind (Patreon) https://podcasts.apple.com/us/podcast/rei-mastermind-network-real-estate-investing-strategies/id1227366661 (Apple Podcasts) https://podcasts.google.com/feed/aHR0cDovL3JlaXJvb2tpZXMubGlic3luLmNvbS9yc3M (Google Podcasts) https://www.youtube.com/channel/UC_6OpKSfSGvgGDG1qtBQw9Q (YouTube) https://open.spotify.com/show/4P66jm0Q4PMl7OoZzHMUUZ (Spotify) https://www.stitcher.com/show/rei-rookies (Stitcher) https://www.deezer.com/us/show/2148782 (Deezer) https://www.facebook.com/REIMastermindNet (Facebook) https://twitter.com/rei_mastermind (Twitter) https://www.instagram.com/reimastermindnet/ (Instagram) SUPPORT THE SHOW! Self Managing Your Rental Properties? https://app.rentredi.com/signUp/JCH191 (Get 6 months of RentRedi for $1! Click this link!) https://www.patreon.com/reimastermind (Get Exclusive Content on Patreon! • https://www.patreon.com/reimastermind) https://bit.ly/reiappsumo (Get $10 and Reduce Your Business Costs by Shopping at AppSumo • https://bit.ly/reiappsumo) https://drop.com/?referer=3DC729 (Get $10 Towards Your First Purchase at Drop • https://drop.com/?referer=3DC729) "You can invest 10,000 hours and become an expert or learn from those who have already made that investment." - JD Support this podcast

Do you have perfect balance in your life when it comes to running your business, taking care of your family, and taking care of yourself? Perfect balance is hard to achieve. If we are aware of what we are doing and where we are going, it's possible to combine these three areas of our lives to make each stronger. Rocco Carriero is the author of Three Cords Approach: To Life And Wealth Management For Business Owners. A book about striking the perfect balance of these aspects of life and finances.    Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEOs, and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor, and holds an MBA in Banking & Finance with over 20 years of experience. He's been featured in major financial publications like Wall Street Journal, Forbes, and Fortune. He's appeared on Fox and NBC.    We talk about how a cord will snap if it's not given attention. All three aspects of our lives need to be maintained, just not all at the same time. Rocco shares the importance of being aware of the important things you need to work on and scheduling them. Big picture thinking is one of the most important things an entrepreneur can do. We talk about the difference between vision and mission and how our decisions align with our values. Rocco shares insights on how we can use the three cord concept to keep our finances, businesses, and lives moving in the right direction.    And be sure to subscribe to The Self-Employed Life in Apple podcasts or follow us on Spotify or wherever you listen to podcasts so you don't miss an episode.   Everything you need can all be found at jeffreyshaw.com    Rocco Carriero thank you so much for being here!   Remember, you might be in business FOR yourself but you are not in business BY yourself.  Be your best self. Be proud and keep changing the world. Guest Contact –   Rocco Carriero Three Cords Approach: To Life And Wealth Management For Business Owners Rocco Carriero Facebook Rocco Carriero LinkedIn Profit First Contact Jeffrey – Website Coaching support My book, LINGO: Discover Your Ideal Customer's Secret Language and Make Your Business Irresistible is now available! Watch my TEDx LincolnSquare video and please share!   Valuable complimentary resources to help you-   The Self-Employed Business Institute- You know you're really good at what you do. You're talented, you have a skill set. The problem is you're probably in a field where there is no business education. This is common amongst self-employed people! And, there's no business education out there for us! You also know that being self-employed is unique and you need better strategies, coaching, support, and accountability. The Self-Employed Business Institute, a five-month online education is exactly what you need. Check it out!   Take The Self-Employed Assessment! Ever feel like you're all over the place? Or frustrated it seems like you have everything you need for your business success but it's somehow not coming together? Take this short quiz to discover the biggest hidden gap that's keeping you from having a thriving Self-Employed Ecosystem. You'll find out what part of your business needs attention and you'll also get a few laser-focused insights to help you start closing that gap.   Have Your Website Brand Message Reviewed! Is your website speaking the right LINGO of your ideal customers? Having reviewed hundreds of websites, I can tell you 98% of websites are not. Fill out the simple LINGO Review application and I'll take a look at your website. I'll email you a few suggestions to improve your brand message to attract more of your ideal customers. Fill out the application today and let's get your business speaking the right LINGO!   Host Jeffrey Shaw is a Small Business Consultant, Brand Management Consultant, Business Coach for Entrepreneurs, Keynote Speaker, TEDx Speaker and author of LINGO and The Self Employed Life (May 2021). Supporting self-employed business owners with business and personal development strategies they need to create sustainable success.  

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Bio: Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO's and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications.   Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca.   https://roccoacarriero.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

In this episode, I interview Rocco Carriero, a private wealth advisor and founder of Rocco A. Carriero Wealth Partners, a private wealth advisory practice based in Southampton, New York. This wealth management is dedicated to helping clients achieve their financial goals through truly personalized experience and from planning to developing strategies. Rocco has nearly two decades of experience working with successful business owners implementing the Three Cords Approach to life planning. He made a book of that approach to help business owners have a balance between their business and their lives. He believes that there is higher success in addressing both personal and professional aspirations. From no clients to creating more successful clients, grow the team with 13 FTEs, and with revenue growth exceeding 20% for over two decades in the industry. Rocco says he has been through a lot growing his business but he never quits which led him to what he is today. This Cast Covers: Provides personalized financial advice to help clients achieve their financial goals. Expert in wealth management and advanced planning space. Written a book on financial advice and comprehensive planning and has been implementing the principles to business owners. The Three Cords Approach book emphasizes how to balance the business and at the same time the lives of every business owner. A best-selling book expertly matching financial resources to business owners' personal, family, and business goals. Passionate about creating financial plans that help clients achieve their individual, professional, and familial aspirations. Emphasizes the importance of mental fitness for business owners. How business owners take good care of themselves achieves a higher success rate and balance. How referrals and recommendations led them to become one of the most successful financial advisory practices. Additional Resources: Rocco A. Carriero Wealth Partners Three Cords Approach By Rocco Carriero Who Not How by Dan Sullivan ………………………………………… Quotes: “Real leadership is about transferring your skill, it's about leading, and helping people get what they want for themselves.” – Rocco Carriero “If business owners can't develop a team, they are going to have a tough time growing.” – Rocco Carriero “Our team is a purpose-driven team, not a paycheck-driven team.” – Rocco Carriero “If business owners are not doing coaching, personal development reading, they are missing out.” – Rocco Carriero “No matter how bad it gets, never quit.” – Rocco Carriero ………………………………………… Music from https://filmmusic.io “Cold Funk” by Kevin MacLeod (https://incompetech.com). License: CC by http://creativecommons.org/licenses/by/4.0

Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO's and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications. Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation.    During the show we discuss: ● The importance of having a work-life balance ● The advantages of improved work-life balance ● A perfect work-life balance ● How to achieve balance in taking care of yourself, family, and financial  ● “Work to live” and “Live to Work” ● Why is it challenging to balance life and business ● The 3 cords approach to life and wealth management ● Why are these 3 interwoven with each other ● How to balance the 3 cords ● How to develop the strategies in planning your life and business ● The factors contributing to the success of a plan ● Which of the 3 cords should you start planning ● How to manage your personal life while running your business ● The techniques for establishing work-life balance ● The key to a successful wealth management ● Tips to live your best life   Show resources: https://roccoacarriero.com/

When it comes to managing one's money, it is easy to fall into a myopic approach based on returns and growth, without considering the broader view of life.  Of course, there is a balance in all things and this is true with wealth management—live recklessly without saving for the future and there may be major consequences or pinch every penny and delay spending the money, and one may not see the future to fully benefit from it.  That is why a comprehensive approach that includes the most important areas of one's life—personal, business, and family is so critical.Today's guest is going to introduce his concept of the three cords and how when interwoven, they can strengthen one another, creating a foundation for a life completely aligned with one's most important goals. Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO's and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience.Learn more about Peer Groups: https://www.strategicfinancialleadership.com/pricingRocco's book: https://roccoacarriero.com/book/

Rocco A. Carriero is the author of Three Cords Approach to Life and Wealth Management for Business Owners. Rocco is an established wealth management advisor with nearly two decades of experience. He is passionate about creating financial plans that help his clients achieve their individual, professional, and familial aspirations, taking the necessary time to discover each client’s unique needs rather than defaulting to the garden-variety wealth management options. Rocco also shares financial advice and his Three Cords Approach to Life with audiences across the country, speaking at company events, industry conventions, and more.