Financial advisor iq – renaissance advisor sees commonality in his diversity

In the year or so since he launched San Francisco-based RIA One Wealth Advisors with his brother Jonathan Steele, he’s been written up in the Wall Street Journal, the San Francisco Chronicle and other publications — in addition to being featured in a video interview in FA-IQ.

But then Steele isn’t just a financial advisor. Hatha yoga description Besides running and co-owning One Wealth, which manages $300 million, the ex- JPMorgan Securities broker owns half a dozen eating establishments in the Bay Area, works as a restaurant consultant, promotes concerts and festivals, and owns a chain of yoga studios.

As though that weren’t enough, he’s also a visual artist with several gallery shows under his belt and a creative writer whose first play premieres next summer at San Francisco’s prestigious PlayGround studio.

Instead of seeing the processes involved in establishing a successful eatery as radically different from those related to helping a client devise a thoughtful, resilient and detailed financial plan, Steele contends they’re identical — at least in outline.


Similarly, just as producing a music festival involves coordination with artists and their management as well as facility staff, unions and a slew of vendors, being at the center of a client’s financial life means close and careful coordination with accountants, attorneys and other trusted professionals.

In addition to seeing a clear throughline in a diverse portfolio of interests and business activities, Steele keeps things straight in his mind by putting One Wealth Advisors firmly at the center of his work life.

“I spend the most time on my financial business,” Steele says. Baptiste yoga training In this sense, he adds, his work as a financial advisor is the hub of his professional interests, and the rest — from restaurants and music festivals to yoga studios and his own art — “are the spokes.”

With functional similarities clear in his mind, and a sense of centeredness around financial planning keeping things stable, Steele can reap the benefits of having other activities feed into his wealth management practice.

Among One Wealth Advisors’ clients are music-group managers, musicians, restaurant owners, writers and others connected to Steele’s non-financial business interests.

Without really trying — One Wealth Advisors isn’t in full-bore business-development mode — Steele says his client roster has gone “from zero to 20% or 25%” creative types in the last five or six years.

It helps that so many of his clients — especially the artists among them — are themselves multitaskers who don’t mind tackling new challenges.

“It all works together,” says Steele. Divya yoga products list “I’m not making a direct analogy with my own work here, but the artists I know who work in different disciplines do it with a sense of universal principles.”

In the year or so since he launched San Francisco-based RIA One Wealth Advisors with his brother Jonathan Steele, he’s been written up in the Wall Street Journal, the San Francisco Chronicle and other publications — in addition to being featured in a video interview in FA-IQ.

But then Steele isn’t just a financial advisor. Laughter yoga exercises Besides running and co-owning One Wealth, which manages $300 million, the ex- JPMorgan Securities broker owns half a dozen eating establishments in the Bay Area, works as a restaurant consultant, promotes concerts and festivals, and owns a chain of yoga studios.

As though that weren’t enough, he’s also a visual artist with several gallery shows under his belt and a creative writer whose first play premieres next summer at San Francisco’s prestigious PlayGround studio.

Instead of seeing the processes involved in establishing a successful eatery as radically different from those related to helping a client devise a thoughtful, resilient and detailed financial plan, Steele contends they’re identical — at least in outline.

Similarly, just as producing a music festival involves coordination with artists and their management as well as facility staff, unions and a slew of vendors, being at the center of a client’s financial life means close and careful coordination with accountants, attorneys and other trusted professionals.

In addition to seeing a clear throughline in a diverse portfolio of interests and business activities, Steele keeps things straight in his mind by putting One Wealth Advisors firmly at the center of his work life.

“I spend the most time on my financial business,” Steele says. Sun yoga In this sense, he adds, his work as a financial advisor is the hub of his professional interests, and the rest — from restaurants and music festivals to yoga studios and his own art — “are the spokes.”

With functional similarities clear in his mind, and a sense of centeredness around financial planning keeping things stable, Steele can reap the benefits of having other activities feed into his wealth management practice.

Among One Wealth Advisors’ clients are music-group managers, musicians, restaurant owners, writers and others connected to Steele’s non-financial business interests.

Without really trying — One Wealth Advisors isn’t in full-bore business-development mode — Steele says his client roster has gone “from zero to 20% or 25%” creative types in the last five or six years.

It helps that so many of his clients — especially the artists among them — are themselves multitaskers who don’t mind tackling new challenges.

“It all works together,” says Steele. Triad yoga greensboro “I’m not making a direct analogy with my own work here, but the artists I know who work in different disciplines do it with a sense of universal principles.”

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