Get Ready: Before Life Happens Podcast
Get Ready: Before Life Happens brings together diverse voices, guides, and changemakers from around the world who are helping people and professionals navigate life’s what-ifs with clarity, integrity and confidence.
Hosted by Financial Readiness Advocate Tony Steuer, the show explores the insights, stories, and tools that strengthen financial readiness and reshape how we think about money, life, aging, caregiving, resilience, and purpose.
Want more? Join The Get Ready Movement at www.tonysteuer.com
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Get Ready: Before Life Happens Podcast
E2: Bob Bingham on The Future of Financial Services
Do you know how to build your business? What is the future for the financial services industry? How does being focused on the client make you stand out?
In this episode, Tony spoke with Bob Bingham. Bob is the co-founder of the wealth management firm, Bingham, Osborn and Scarborough. He founded the firm in 1985 with his Amherst College classmate Ed Osborn. BOS now manages close to $5 billion in assets, has nine partners, and approximately 50 employees in two Bay Area offices - its headquarters in San Francisco and its branch office in Redwood Shores.
Connect with Bob Bingham:
Bingham, Osborn and Scarborough home page: www.bosinvest.com
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About The GET READY! with Tony Steuer Podcast: On the GET READY! Podcast, I’ll be catching up with inspiring professionals from a variety of backgrounds and experiences to help bring you innovative strategies to organize your financial life. GET READY! With Tony Steuer will help you be informed and financially prepared today and in the future. We’ll also talk about best practices from both the consumer and industry perspectives.
The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.