Unlock Your Potential with Jeff Lerner - How To Shift Your Mindset To Change Your Life | ROB LUNA | Unlock Your Potential #176

Welcome to “Unlock Your Potential with Jeff Lerner”! Wealth Management - It’s a somewhat misunderstood term. But thankfully, we’ve got Rob Luna, an expert wealth strategist, to explain exactly what’s involved. Rob was a stockbroker in his 20s before starting his wealth management company. But his story begins long before that. Growing up in inner-city LA was tough, and a lot of people don’t make it out. Fortunately, Rob did. He was awarded a wrestling scholarship that changed the course of his life for good. He finished college and landed an excellent brokerage job. But a big salary (especially for someone in their 20s) wasn’t enough to keep him there. He went out by himself and started his own wealth management company aged 26. But this came with problems. Although his clients were happy, Rob’s decision had led to a massive pay cut. Many entrepreneurs will experience a rough start while they’re building their first business. Rob was no exception since he ha…

Unlock Your Potential with Jeff Lerner - How To Shift Your Mindset To Change Your Life | ROB LUNA | Unlock Your Potential #176


Welcome to “Unlock Your Potential with Jeff Lerner”! Wealth Management - It’s a somewhat misunderstood term. But thankfully, we’ve got Rob Luna, an expert wealth strategist, to explain exactly what’s involved. Rob was a stockbroker in his 20s before starting his wealth management company. But his story begins long before that. Growing up in inner-city LA was tough, and a lot of people don’t make it out. Fortunately, Rob did. He was awarded a wrestling scholarship that changed the course of his life for good. He finished college and landed an excellent brokerage job. But a big salary (especially for someone in their 20s) wasn’t enough to keep him there. He went out by himself and started his own wealth management company aged 26. But this came with problems. Although his clients were happy, Rob’s decision had led to a massive pay cut. Many entrepreneurs will experience a rough start while they’re building their first business. Rob was no exception since he ha…