The Success Story of a Wealth Management Firm's CEO (Ft. Adam Zuercher)

The Invested Dads Podcast

Jul 27 2023 • 45 mins

Join the guys' as they sit down with Adam Zuercher to discuss his journey - from humble beginnings to becoming a prominent CEO in the wealth management and financial planning industry.

Adam will share his early days as a finance enthusiast, his unwavering determination to excel, and the key events that led to the beginnings of Hixon Zuercher Capital Management. Discover how Adam and his Team's steadfast commitment to serving clients' best interests set the foundation for a client-centric wealth management firm and the smooth leadership transition that came from succession planning.

For the full transcript, show notes, and resources, visit theinvesteddads.com/189

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