Aug 30, 2021
In this episode, Steve talks with Peter Succoso of Sherpa Financial in Wilmington, Delaware.
Peter’s worn many hats throughout his four-decade career. He spent his early years primarily in support roles until an opportunity led him straight to consulting. There, Peter discovered his true passion: adding value by helping others make great business decisions. After a series of mergers and acquisitions, Sherpa Financial now helps clients design a map for their financial future.
Rather than building investment portfolios, Peter realized that his primary purpose was helping others make their money last throughout retirement. Much like a shepherd, Peter guides clients back down their mountain after a lifetime of financial trekking.
Peter talks with Steve about achieving goals as a business owner, making corporate change stick, the importance of accountability, and why business principles should resonate with your employees and the clients you serve.
“One of the things that people have to understand in our business is that, in addition to doing the work that you love to do – work with people, manage investments, help them with their various life needs – there’s also the part of it that’s really important and that’s running a business.” ~ Peter Succoso
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