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    museum of art ft. lauderdale

    Explore "museum of art ft. lauderdale" with insightful episodes like and "A Holistic Approach to Independent Wealth Management: Insights from Tunde Ogunlana of Axial Family Advisors" from podcasts like " and "The Active Advisor"" and more!

    Episodes (1)

    A Holistic Approach to Independent Wealth Management: Insights from Tunde Ogunlana of Axial Family Advisors

    A Holistic Approach to Independent Wealth Management: Insights from Tunde Ogunlana of Axial Family Advisors
    In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Tunde Ogunlana, CFS, CES, Founder, and Family Wealth Advisor at Axial Family Advisors, an independent wealth advisory firm with a holistic approach to working with its clients. Tunde has over 20 years of experience as a financial planner and advisor. He founded Axial Family Advisors in 2015 after being employed by one of the world’s largest financial services firms. Tunde has been passionate about community and non-profit involvement since the start of his career in 2001 and currently serves on the board of Governors for the Museum of Art Ft. Lauderdale. Join us for a fascinating conversation where we cover the following touchpoints: The role of humility in building a business Building generational wealth Defining the ideal customer profile Advice for setting up your practice Key skills for advisors Active vs. passive management
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