50 min
S4E24 Laura Rotter: On Wall Street, Managing over a Billion dollars, More doesn't Make Meaning, and Creating your Life Portfolio... Success Systems
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- Self-Improvement
Laura Rotter spent almost 3 decades managing institutional investment portfolios on Wall Street in the 100's of millions of dollars to even over a billion dollars for firms including Citicorp and Para Advisors. She left that world after some changes in the industry and losing her spark to found True Abundance Advisors. This is a company which is centered around how you can manage your money and portfolio to support your life rather than the other way around.
I loved this conversation! This is what this podcast is all about! Exploring how, while money may be part of what makes our life abundant and successful, it does not directly correlate to happiness and fulfillment even if you are making millions of dollars a year! Laura is incredible at what she does and she gives some of the exact questions she uses when she works with clients to uncover their personal money stories and their vision for their life!
Resources:
True Abundance Advisors - Unblocking your Money Blocks
https://www.linkedin.com/in/laurarotter/
https://www.facebook.com/laura.i.rotter/
https://twitter.com/Rotters5
Laura Rotter spent almost 3 decades managing institutional investment portfolios on Wall Street in the 100's of millions of dollars to even over a billion dollars for firms including Citicorp and Para Advisors. She left that world after some changes in the industry and losing her spark to found True Abundance Advisors. This is a company which is centered around how you can manage your money and portfolio to support your life rather than the other way around.
I loved this conversation! This is what this podcast is all about! Exploring how, while money may be part of what makes our life abundant and successful, it does not directly correlate to happiness and fulfillment even if you are making millions of dollars a year! Laura is incredible at what she does and she gives some of the exact questions she uses when she works with clients to uncover their personal money stories and their vision for their life!
Resources:
True Abundance Advisors - Unblocking your Money Blocks
https://www.linkedin.com/in/laurarotter/
https://www.facebook.com/laura.i.rotter/
https://twitter.com/Rotters5
50 min