Why Your Financial Advisor Is Giving You Little League Coaching on a Pro Budget
March 12, 2026 ยท 50:33
Guests: Ken Himmler
Most people do not upgrade their financial coaching even after they upgrade their wealth, and it is quietly costing them millions.
Topics Covered
The Web Talk Show
Show Notes
In this episode, Armando J. Perez-Carreno sits down with Ken Himmler to unpack why many affluent families are still getting little-league financial guidance, what a family office actually does, and how AI is beginning to reshape high-level wealth management, financial coaching, and strategic decision-making for serious investors.
Topics Covered
- The Web Talk Show