Peter Lazaroff knew from a young age that he had a future in investing. Today, he is the Chief Investment Officer at Plancorp, managing over $4 billion for its clients. Peter’s unique personable “big brother” perspective and unique ability to simplify complex issues makes him standout. He is the author of the brand-new book, Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever.
Top Takeaways: Leadership is Not A Linear Path with Peter Lazaroff
- I’ve been fortunate to know my passion from a young age
- Leadership is not a linear path
- I looked at my calendar and saw opportunity to meet great people
- I learned so much that made me want to help others solve problems
- See one, do one, teach one process of learning
- I took some turns and some risks to get to where I am today
- Reach out to people you admire
- Flattery is so important. People want to tell their story
- A lot of success is dependent on the people around you wanting you to be successful
- My biggest success is when I meet people face to face
- I’m putting a lot of thought and intention to anyone I reach out to
- Can I offer value in return, anything of value?
- Get in writing that your RIA will act as a fiduciary at all times
- Hiring an advisor is making an investment in yourself
- The earlier you start working with an advisor, the bigger the impact and trajectory of your financial success
- There is no perfect portfolio
- Lifestyle creep sabotages our goals
- Don’t dunk your hand in cold water financially
Listen to the Audio
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Learning From Leaders:
Current Book: The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution by Gregory Zuckerman
K: A History of Baseball in Ten Pitches by Tyler Kepner
Leadership Superpower: Asking questions
Motivational Mantra:
[shareable cite=”Oscar Wilde”]The rules are, there are no rules[/shareable]
Book Most Often Gifted: Happy Money: The Science of Happier Spending by Elizabeth Dunn
Additional Items Mentioned
Peter’s website: Peterlazaroff.com
Take the quiz: Smartmoneyquiz.com
Peter’s book: Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever by Peter Lazaroff
