Keli Alo
Keli's self-effacing humor often highlights his past as an ex-jock, ex-soldier, C student, and slow-reading group member. Despite this, he boasts over 24 years in the financial services sales industry, with a broad and deep background. He started as an investment wholesaler for global investment management services, collaborating closely with investment advisors and insurance agents. After, he became the chief investment officer for a registered investment adviser, managing nearly a half a billion in private client assets across traditional and alternative investments.
Keli combines his passion for protecting others with a knack for dissecting financial products on the podcast. His goal is to help listeners avoid decision regret and empower them to ask insightful questions that slow down sales professionals to help folks confirm that their trust is well placed.
"Our podcast aims to reduce manipulative sales tactics and safeguard individual self-interests."