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EP108: Classic Tactics Meet Modern Entrepreneur Success - Elliot Kallen
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Join us for this compelling discussion with Elliot Kallen, who not only delves into the mechanics of financial advising but also touches on the human aspects of business and personal growth. These insights provide valuable lessons on financial management, personal growth, and contributing to societal welfare. Tune in to learn how to blend success with significance!
Key Takeaways To Listen For
- Successful business exit strategies and the value of proper tax planning
- Strategies for achieving personal fulfillment alongside professional success
- Portfolio management and investment strategies suited for business owners
- Elliot’s charity and its Impactful work in combating teen suicide
- The critical role of professional advice in business and personal financial matters
Resources/Links Mentioned In This Episode
- A Brighter Day Charity
- The Richest Man in Babylon by George S. Clason | Paperback and Hardcover
- DRIVEN by Adam Torres and Elliot Kallen | Paperback
About Elliot Kallen
Elliot H. Kallen is a Financial Planner, Wealth Advisor, and Registered Principal with over 30 years of experience. He founded Prosperity Financial Group, Inc. after serving as CEO of two other companies and building international organizations. A Rutgers University graduate with a BA in Accounting and Economics, Elliot is an active speaker on topics including leadership and finance. He is deeply involved in charitable work, serving on various boards and as President of A Brighter Day Charity, which he started after his son's suicide in 2015 to combat teen suicide. His efforts have made a significant impact on thousands of families.
Connect with Elliot
- Website: Prosperity Financial Group
- Podcast: Meet The Expert with Elliot Kallen | Apple Podcasts and Spotify
- Phone Number: (510) 206-1103
Connect With Us
If you’re looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.
Follow Keith’s social media pages
- LinkedIn: Keith Borie
- Investor Club: Secret Passive Cashflow Investors Club
- Facebook: Keith Borie
- X: @BoboLlc80554
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