It's Personal... Not Just Business with Michael Fliegelman, Episode 14

In this episode of “It's Personal... Not Just Business,” Michael Fliegelman speaks with Arjun Kapoor, a Financial Advisor at the United Wealth Group, a wealth management firm with offices in New York City and New Jersey.

Tune in to the episode to hear about:

* Arjun’s career path beginning with internships in finance while attending BU to private wealth management roles at financial institutions in New Jersey and New York City

* How working with entrepreneurs fueled Arjun’s desire to pursue a more entrepreneurial advisory track, leading him to join Asghar Kazim and Nick Saleem at United Wealth Group

* Earning the CFA designation through a demanding self-study process and how it built confidence and investment expertise

* Shifting from an investments-only focus to holistic planning that integrates taxes, insurance, estate planning, and risk management

* Arjun’s mentors as his personal “board of directors”

* Lessons from Arjun’s father

* Exciting personal news

* United Wealth Group’s goals to grow and add advisors in 2026

Learn more about Arjun Kapoor:

* Connect with Arjun on LinkedIn: https://www.linkedin.com/in/arjunkapoor3

* Email Arjun: akapoor@uwgllc.com

* Read Arjun’s profile on the United Wealth Group’s website: https://www.unitedwealthllc.com/team/arjun-kapoor

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About It's Personal... Not Just Business

It's Personal... Not Just Business is a podcast hosted by Michael Fliegelman, where he interviews role models and shares lessons for other financial advisors & brokers.

Subscribe to the It's Personal... Not Just Business podcast on Apple: https://podcasts.apple.com/us/podcast/its-personal-not-just-business/id1697020484

Subscribe to the It's Personal... Not Just Business Video Series on Youtube: https://youtube.com/playlist?list=PLqPfNvNC856ueNLZI1Ig_bERyQCyWsnTR&si=b6fQS_9yVdhsifsI

Learn more from and connect with Michael Fliegelman:

Website: http://www.lifeinsurancebrokeragemf.com/

LinkedIn: https://www.linkedin.com/in/michaelfliegelman/

Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork

Twitter: https://twitter.com/SwanWealth

YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos

It's Personal... Not Just Business with Michael Fliegelman, Episode 13

In this episode of It's Personal... Not Just Business, host Michael Flegelman sits down with Todd Wiedenkeller, Owner of Wiedenkeller Insurance in New Paltz, New York. Todd has been in the insurance business for over 46 years, building his success on strategic relationships and a deep commitment to his clients. Wiedenkeller Insurance is an independent agency representing a variety of insurance companies, offering services that include property and casualty insurance, life insurance, and more.

Tune in to the episode to hear about:

* The importance of persistence and consistency in building a successful career, with analogies from boxing and the famous fight between Julio Cesar Chavez and Meldrick Taylor

* Todd's unique approach to client relationships, treating each person with genuine interest and care, making his business personal rather than just business

* The role of balancing work and personal life, with Todd's experiences in amateur boxing and his passion for music as outlets that recharge and motivate him

* Insights on maintaining a profitable business with a strong reputation in the community, emphasizing the value of hard work and dedication

Learn more about Todd Wiedenkeller:

* Visit Wiedenkeller Insurance’s website: http://www.winsurance.com

* Call: 845-255-7777

* email: todd@winsurance.com

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About It's Personal... Not Just Business

It's Personal... Not Just Business is a podcast hosted by Michael Fliegelman, where he interviews role models and shares lessons for other financial advisors & brokers.

Subscribe to the It's Personal... Not Just Business podcast on Apple: https://podcasts.apple.com/us/podcast/its-personal-not-just-business/id1697020484

Subscribe to the It's Personal... Not Just Business Video Series on Youtube: https://youtube.com/playlist?list=PLqPfNvNC856ueNLZI1Ig_bERyQCyWsnTR&si=b6fQS_9yVdhsifsI

Learn more from and connect with Michael Fliegelman:

Website: http://www.lifeinsurancebrokeragemf.com/

LinkedIn: https://www.linkedin.com/in/michaelfliegelman/

Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork

Twitter: https://twitter.com/SwanWealth

YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos

It's Personal... Not Just Business with Michael Fliegelman, Episode 12

In this episode of "It's Personal... Not Just Business," Michael Fliegelman interviews Asghar Kazim, Founder and Principal of United Wealth Group, a wealth management firm in Princeton, NJ. With over 25 years of experience, Kazim specializes in crafting personalized financial strategies that prioritize long-term wealth growth and multigenerational security.

Tune in to the episode to hear about:

* Background Journey: Asghar Kazim shares his journey from Pakistan to becoming a successful financial advisor in the United States. He arrived as an international student, initially aspiring to be a cricket player, but found his passion in financial advising through an internship.

* Building Strong Relationships: Kazim emphasizes the importance of building and maintaining strong relationships with clients and team members. Over his 28-year career, he has cultivated enduring relationships that have fueled the growth of United Wealth Group.

* Strategic Growth and Mentorship: Looking to the future, Kazim plans to expand United Wealth Group by adding more financial advisors to his team. He values mentorship and aims to provide opportunities for new advisors to learn and grow within the company.

Learn more about Asghar Kazim:

* Connect with Asghar Kazim on Linkedin: https://www.linkedin.com/in/asgharkazim

* Visit United Wealth Group’s website: https://www.unitedwealthllc.com

***********************************

About It's Personal... Not Just Business

It's Personal... Not Just Business is a podcast hosted by Michael Fliegelman, where he interviews role models and shares lessons for other financial advisors & brokers.

Subscribe to the It's Personal... Not Just Business podcast on Apple: https://podcasts.apple.com/us/podcast/its-personal-not-just-business/id1697020484

Subscribe to the It's Personal... Not Just Business Video Series on Youtube: https://youtube.com/playlist?list=PLqPfNvNC856ueNLZI1Ig_bERyQCyWsnTR&si=b6fQS_9yVdhsifsI

Learn more from and connect with Michael Fliegelman:

Website: http://www.lifeinsurancebrokeragemf.com/

LinkedIn: https://www.linkedin.com/in/michaelfliegelman/

Facebook: https://www.facebook.com/StrategicWealthAdvisorsNetwork

Twitter: https://twitter.com/SwanWealth

YouTube: https://www.youtube.com/@strategicwealthadvisorsnet3361/videos