Ep. 196 - Mike Bisaro - Mental Toughness In Wealth Management

Mike Bisaro is the President and CEO of  StraightLine⁠, an independent fiduciary wealth management and retirement planning firm. An Accredited Investment Fiduciary® (AIF®), Mike has spent more than two decades helping individuals, families, and organizations build long-term financial confidence. He is a nationally recognized speaker on retirement planning, investment management, and financial leadership.

1:05 Golf as the Foundation for a Career in Advice

7:24 What Financial Advisors Can Learn from Great Caddies

10:07 Buying the Firm and Navigating Succession

14:31 The Hinge Moments That Changed Everything

19:29 Leading a Team While Still Serving Clients

24:02 Why Trust Is the Ultimate Competitive Advantage

28:49 The Easiest Financial Decision Is the Hardest Mental Decision

35:08 Staying Steady When Markets Get Volatile

48:30 How AI Will Impact Financial Advisors

55:55 The Future of Wealth Management and Human Connection

1:01:04 Books, Learning, and Continuous Growth