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Podcast: Dropping Bombs
Episode: Rob Luna. The Entrepreneur Mindset for a 7-Figure Exit Strategy. Episode 317 with The Real Brad Lea (TRBL)
Description: Robert has more than 20 years of experience in the wealth management industry. He has worked as a derivatives trader, proprietary trader, and risk analyst before launching Surevest to begin managing private investment portfolios for high net worth clients in 2002. In 2020 Robert Sold a majority interest in Surevest to CI Financial, the largest non-bank publicly traded financial company in Canada. This transaction has strengthened the financial position and global investment capabilities of Surevest and has allowed Robert to focus on his passion for working and developing innovative solutions for clients and advisors in the Ultra High Net worth...