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IAM2015 – Wealth Manager Shares the Value of Open-Mindedness in Business

Podcast Interview with Brian Harte

In this episode, Brian Hart shares his journey from humble beginnings to becoming the CEO of his own wealth management company.

Brian talks about the impact of rapid growth on his business, which led to a setback in 2009 that nearly put him out of business.

Also, he discusses the establishment of the Investors Coffee Shop Podcast, which focuses on the diverse aspects of investing, beyond just stocks and bonds, including comic books, Pokémon cards, and even wine.

Brian believes being a CEO means helping people grow, providing mentorship, and making tough decisions.


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Brian Harte Teaser 00:00

It's hard to overestimate, but I truly got screwed. It almost put me out of business. That was the scariest thing. And then when I opened the office in DC in 2010, I had pretty much lost everything.

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So, at that point, the risk was worst-case scenarios, I'd go back to New York City. But it was that for me, that overgrowing so fast and losing control of everything.

Intro 00:21

Are you ready to hear business stories and learn effective ways to build relationships, generate sales, and level up your business from awesome CEOs, entrepreneurs, and founders without listening to a long, long, long interview?

If so, you've come to the right place. Gresh values your time and is ready to share with you the valuable info you're in search of. This is the I am CEO podcast.

Gresham Harkless 00:50

Hello. Hello. Hello. This is Gresh from the I Am CEO podcast. I have a very special guest on the show today. I have Brian Hart. Brian, excited to have you on the show.

Brian Harte 00:57

Thank you for having, pretty excited. I've read about you, looked up some of your episodes. I'm a big fan of this. Thank you for having me on.

Gresham Harkless 01:03

Yeah, absolutely. I'm definitely a fan of you as well, too. I always say it's really great to have other podcasters. We're speaking the same language here. So, excited to hear a little bit more about what you do. And obviously, we're recording live at the Intelligent Office in Alexandria.

So super excited. We get to not only record it to meet you, but we get to do it in person, which is like the icing on the cake.

Brian Harte 01:22

Exactly. So I always try to report to I prefer that, but obviously, we have our mistakes and got to be able to edit them out when they need to be. So we'll see how well this goes.

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And hopefully, I won't make too many mistakes for you. And it'll be an easy operation for you.

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