We are excited to introduce the first episode of the Audible Advisor podcast, with your host Spiros Vassilakos, the president of Athenian Private Client Group. Growing up in Brooklyn New York, he was driven to help people through the journey of financial independence.
His philosophy is simple: the more people understand and are involved in their financial plan the more confidence they have in their financial future. On today’s episode, we are going to take this opportunity to get to know Spiros and how he’s helping clients become more educated and confident in their financial decisions.
What We Discuss Today:
1:28 – How did Spiros get into financial advising?
3:34 – How did he end up in Florida?
4:51 – What sets him apart from other advisors?
7:05 – What’s his favorite part of being an advisor?
7:58 – Why loyalty is important to Spiros
9:01 – What does he like most about Largo?
10:28 – What does a typical weekend look like?
11:36 – What will you learn with the Audible Advisor podcast?
13:32 – Who is the ideal listener and client for Spiros?
“The more involved they get in the plan, the more they feel good about it, the more they are going to want to keep moving forward.” – Spiros Vassilakos