Transforming the Financial Decision-Making Process with Michael Liersch
In this episode, Jack Sharry talks with Michael Liersch, Head of Advice & Planning at Wells Fargo. They dive into Michael’s transformative approach to financial decision-making and what drives his desire to improve financial opportunities for future generations.
With a background in academia, Michael took a somewhat unusual path to the financial industry. Growing up in a household where money wasn’t always well-handled, he became fascinated with his own financial psychology and knew his career path would involve helping others.
So he began teaching at NYU before transitioning into the corporate sector where he could help clients directly and in real-time. Now at Wells Fargo, Michael breaks down his industry-first approach to helping clients make better financial decisions.