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 1:03:25 The Meaning Behind Puke & Rally   Don't forget you can also follow Dr. Rob Bell on Twitter or Instagram! Follow At: X @drrobbell Instagram @drrobbell Download Your Daily Focus Map! https://drrobbell.com/ If you enjoyed this episode on Mental Toughness, please subscribe and leave a review! Dr. Rob Bell