Matt Halloran welcomes Chris Panagiotu, a financial planner, author, and podcaster known for transforming the way advisors think about influence and integrity. In this conversation, Chris shares the pivotal moments that shaped his journey, from leaving the wirehouse world to building a values-driven framework grounded in financial philosophy. His story reveals how authenticity, generosity, and clarity can turn a business into a movement, and a planner into a voice people trust.

Chris unpacks the balance between guest interviews and solo thought leadership, why gifting knowledge freely compounds into trust, and how to avoid the common missteps that stall influence building. He also shares behind-the-scenes stories about moving from wirehouse frustration to running his own firm, writing books, and speaking on big stages.

What to expect:
• The mindset shift from blending in to standing out
• How Chris turned goodwill into growth without chasing quick wins
• Lessons from networking mistakes and better referral questions
• Why influence today comes from the person more than the brand

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→ CAPitalize Your Finances

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→ CapitalizePodcast.com