Thanasi Panagiotakopoulos of LifeManaged, a Dynamic affiliate in Phoenix, was in the news in June. He shared his inspirational “journey from Greek basketball to behavioral finance” on Financial Advisor.
A must-read for any advisor challenged by today’s disruptive times, Panagiotakopoulos talks about overcoming the challenges he experienced as a professional basketball player in Greece.
He stepped off the court for a career in financial services and founded LifeManaged in 2019 with Dynamic as “essentially my outsourced COO.” Alongside Ben Fredlake, CFP® Practitioner, Panagiotakopoulos has built the practice on his vision of “being planning-centric and having a passive management investment philosophy.” According to Panagiotakopoulos:
“When you talk about investments and helping people get to their goal, to me investments are a means to an end. We talk about how we’re not always rational, and investors have limits of self-control. We try to help them overcome any of their biases, and we do that by trying to understand their investment experience and how that can affect the types of investments we make for them.”
Read on for the full story…
FINANCIAL ADVISOR JUNE 4, 2020 • JEFF SCHLEGEL
(Article Correction: Thanasi Panagiotakopoulos is an Investment Advisor Representative with Dynamic Wealth Advisors. Dynamic is the RIA. This was mis-stated in the article.)