Send us a text What happens when “unapologetic” meets “kind”? We sit down with CEO and wealth advisor Carolyn Nolan to unpack how bold honesty can coexist with empathy, and why that pairing—candor with care—changes your career, your money, and your relationships. Carolyn shares how she built a self-managing company, stepped back from direct advising to lead a mostly women team, and reframed dreaded financial meetings into energizing conversations about purpose, tradeoffs, and freedom. Along t...
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Send us a text What happens when “unapologetic” meets “kind”? We sit down with CEO and wealth advisor Carolyn Nolan to unpack how bold honesty can coexist with empathy, and why that pairing—candor with care—changes your career, your money, and your relationships. Carolyn shares how she built a self-managing company, stepped back from direct advising to lead a mostly women team, and reframed dreaded financial meetings into energizing conversations about purpose, tradeoffs, and freedom. Along t...
"Refuse to Be a Prisoner of Your Past" with John Evangelista
The Bamboo Lab Podcast
1 hour 9 minutes
3 months ago
"Refuse to Be a Prisoner of Your Past" with John Evangelista
Send us a text What truly sets exceptional financial advisors apart? Is it technical knowledge, investment returns, or something deeper? In this deeply personal conversation, John Evangelista shares the journey that transformed him from a young advisor at American Express to the founder of a specialized wealth management firm serving university faculty and staff across the country. John's story isn't just about building a successful practice—it's about making the courageous decisions that de...
The Bamboo Lab Podcast
Send us a text What happens when “unapologetic” meets “kind”? We sit down with CEO and wealth advisor Carolyn Nolan to unpack how bold honesty can coexist with empathy, and why that pairing—candor with care—changes your career, your money, and your relationships. Carolyn shares how she built a self-managing company, stepped back from direct advising to lead a mostly women team, and reframed dreaded financial meetings into energizing conversations about purpose, tradeoffs, and freedom. Along t...
