Mike Minter, the Chief Investment Officer at Financial Synergies, discovered his passion for investing as a teenager when his parents opened a mutual fund account for him. With over 20 years of industry experience, Minter brings continuous enthusiasm and a commitment to knowledge to his role, overseeing the firm's investment strategy and portfolio management department.

Holder of the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Fund Specialist® designations, Minter is an active member of the Financial Planning Association (FPA) and Forbes Finance Council. He became a shareholder of Financial Synergies in 2013 and resides in Sugar Land with his wife and two children, enjoying country music, golf, and poolside relaxation with friends and family, along with a keen interest in science fiction and history.

In this What Matters Podcast episode, Mike Minter highlights the importance of hiring top talent, the organic growth of his firm, and the value of experience in wealth management. The conversation covers team-oriented practices, navigating challenges, and acknowledges the increasing impact of AI in the industry.

Topics include:
The importance of hiring exceptional talent
Mike discusses the organic growth of Financial Synergies
The value of experience and the need for aspiring wealth managers to be patient
The importance of experience in the wealth management field
Mike shares how Financial Synergies navigates challenging times
Creating a team-oriented environment rather than siloed individual practices
Minter acknowledges the growing impact of AI in wealth management
And other topics…

Connect with Mike:
Website: https://www.finsyn.com/
LinkedIn:   / mikemintercfp  

More about What Matters Podcast:
YouTube:    / @podcastwhatmatters  
LinkedIn:   / what-matters-podcast  
Facebook:   / whatmatterspod  
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