Lee Munson's guest appearances

Lee Munson

Financial Advisor Success

Human Factor Security

TJ Trout

The Bob Clark Podcast

Ric Edelman

Peter Trevisani

Tom Ruiz

Pat Davis

Manny Gonzales

Carol Wight

Mark Moores

Tim Keller

Rick Hobson

Steve Pearce

Dan Lewis

Barry Ramo

Bob Clark

Gary Johnson

Darren White

OwlTail

TJ catches up with Lee Munson and talks the latest in economics. See omnystudio.com/listener for privacy information.

TJ catches up with Lee Munson and talks the latest in economics. See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

LEE MUNSON

From Portfolio Wealth Advisors Lee Munson talks about the Market, how bright or dim the future looks financially after the elections, and has inflation peaked? with TJ on News Radio KKOBSee omnystudio.com/listener for privacy information.

From Portfolio Wealth Advisors Lee Munson talks about the Market, how bright or dim the future looks financially after the elections, and has inflation peaked? with TJ on News Radio KKOBSee <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

Lee Munson and TJ talk about the state of economics during these Covid times on News Radio KKOB.

TJ talks Economics with Lee Munson

Lee Munson March 10 2020

Today’s guest has had a particularly interesting journey in the advisory world. Now the founder of Portfolio Wealth Advisors—an independent RIA that manages nearly $280 million in AUM—Lee Munson managed to build his practice while overcoming a scathing article published about him in the New York Observer. In this episode, we talk in depth about Lee’s unique career path and how he built his firm to the phenomenally profitable practice it is today. He shares why he deliberately does not meet with clients on a quarterly basis, what he says are the secrets of his success, and so much more. For show notes and more visit: https://www.kitces.com/62.

Today’s guest has had a particularly interesting journey in the advisory world. Now the founder of Portfolio Wealth Advisors—an independent RIA that manages nearly $280 million in AUM—Lee Munson managed to build his practice while overcoming a scathing article published about him in the New York Observer. In this episode, we talk in depth about Lee’s unique career path and how he built his firm to the phenomenally profitable practice it is today. He shares why he deliberately does not meet with clients on a quarterly basis, what he says are the secrets of his success, and so much more. For show notes and more visit: <a href="https://www.kitces.com/62" rel="noopener nofollow" target="_blank">https://www.kitces.com/62</a>.