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Ep 17: Peter Dizdar, Wealth Manager image

Ep 17: Peter Dizdar, Wealth Manager

Just Build Wealth
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0 Plays2 years ago

Pete Dizdar is a Partner at Palumbo Wealth management based in New Jersey. Three takeaways from the interview are: 

  • How he is growing his advisor firm to $1 Billion in 10 years. 

  • Creative ways of getting new clients

  • What makes a conference worth it?  

 

Resources: 

 

Show Notes: 

Palumbo Wealth Management

Pete's Linkedin Page

Calendly

Zoom

Salesforce

eMoney

Y-Charts

Trillions podcast

Bloomberg TV 

Bloomberg Radio

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The Dhandho Investor

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The Teenager's Guide to the Stock Market

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