Learn From A Managing Director: Andrew Kuo, WIS episode artwork

EPISODE · Nov 4, 2021 · 58 MIN

Learn From A Managing Director: Andrew Kuo, WIS

from Optimized Advisor Podcast · host Scott Heinila, Andrew Kuo, Nick Bernatowicz

Scott invited Andrew Kuo and Nick Bernatowicz in studio to discuss Andrew’s journey directly out of college into working for a broker dealer firm and to becoming Managing Director of Western International Securities. They discuss how obtaining designations helped accelerate Andrew along in his career and relationship building. Andrew shares how he optimizes and leverages his time to prioritize and oversee many operational responsibilities.  Connect with Scott on LinkedInConnect with Andrew on LinkedInConnect with Nick on LinkedInFor more on The Optimized Advisor Podcast click here  For more on WIS click hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook**This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected] **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected] Optimized Insurance Planning

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Scott invited Andrew Kuo and Nick Bernatowicz in studio to discuss Andrew’s journey directly out of college into working for a broker dealer firm and to becoming Managing Director of Western International Securities. They discuss how obtaining designations helped accelerate Andrew along in his career and relationship building. Andrew shares how he optimizes and leverages his time to prioritize and oversee many operational responsibilities.

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Learn From A Managing Director: Andrew Kuo, WIS

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