A Juilliard-Trained Musician-Turned-Advisor On Navigating Change & Embracing Progress скачать в хорошем качестве

A Juilliard-Trained Musician-Turned-Advisor On Navigating Change & Embracing Progress

Life transitions can push people into uncharted territory. Whether it’s a career change, moving to a new home, marriage, or retirement, major pivots can make managing finances feel overwhelming. Ramin Abrams, Private Wealth Advisor at Concurrent Advisors, knows this firsthand. A music prodigy who spent decades mastering his craft, Ramin eventually felt pulled toward a new path that led him into wealth management. Now as an advisor, Ramin is helping clients navigate their own life pivots. On this episode of the Synergize podcast, Ramin shares his story and emphasizes that while change is inevitable, a financial advisor can help make every pivot feel like progress towards your financial goals. 00:00 Podcast Introduction 00:40 Host Introductions and Personal Interests 01:11 Guest Introduction: Ramin Abrams 01:53 Ramin's Background and Ironman Experience 03:46 Career Transition from Music to Finance 05:16 Skills Transfer: Music to Financial Advisory 10:20 Have you found that in your own practice, have you brought in clients that maybe have done well investing on their own and are just looking for something different? And how have you sort of navigated their own pivots in life? 14:27 Influence of Music Teachers on Life Transitions 19:14 Life Progress and Resilience Through Music 21:47 Conclusion and Listener Engagement