Total Disruption Podcast

S2E41_After 38 Years, She Called Her Sister, Then Her Financial Guy

Episode Summary

Eighty percent of investors say financial advisors all sound the same—and for good reason. Most of the industry was built to turn people into numbers, not humans into confident decision-makers. In this Total Disruption episode, Dr. Jake Clendenning sits down with Eric Mangold, founder of Argosy Wealth Management, to unpack what happens when financial advising becomes relationship-first instead of asset-first. After spending 15 years inside a system obsessed with “minimums” and account size, Eric walked away and launched his firm in 2022 with a radical premise: Wealth isn’t a number—it’s the freedom to live without fear.