Today, Kevin Bees talks with Rocco Carriero, CEO and Founder of Rocco Carriero Wealth Partners.
Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO’s and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications.
Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca.
- Rocco Carriero shares:
What are the 3 areas of true wealth? Family, Business & Self. - The importance of taking a regular inventory of where you are now, in each of those areas.
- How to get clear on the empowering question – ‘what is it that you want from life?’
- How to manage company culture effectivel
- How he has managed to retain his clients for decades and have a low turnover rate with his team
- How to set up KPIs for your business
- His system for reflection every 90 days
- Why he has a bucket list goal to own a hotel in Italy
Resources
3 Chords Approach To Life & Business By Rocco A Carriero
https://books.forbes.com/
3 Chords Approach To Life & Business By Rocco A Carriero
https://books.forbes.com/
Rocco’s website:
Who Not How By Dan Sullivan
https://whonothow.com/
https://whonothow.com/
If you would like more insights on profit maximization for your business visit www.ProfitHive.com.au