Why Your Financial Advisor Is Giving You Little League Coaching on a Pro Budget
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Why Your Financial Advisor Is Giving You Little League Coaching on a Pro Budget
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Most people with serious wealth are still getting little league coaching when they need pro-level guidance. Ken Himmler, founder of OneWealthMap and Fintomic AI, built a family office specifically for the two to twenty-five million dollar bracket that the big players ignore. In this episode, Ken breaks down what a family office actually is, why fragmented financial advice is quietly costing business owners a fortune, and how he is using AI to cut labor by 50% and rethink the entire financial advisory model. If you have been growing your wealth without upgrading your team, this conversation will change how you think about money management.
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