What does the journey from a bank employee to the owner of a successful advisory firm look like?

Rámí Khallouf, co-owner of Stone & belter, openly shares his beginnings, experiences from the banking world, and why he decided to embark on the path of entrepreneurship.

You’ll discover how the philosophy of Stone & belter was created, why advisor education is essential, and what role investment advisory, AI, and soft skills play in today’s financial world.

🧩 Topics discussed:

• From banker to entrepreneur
• The foundation of Stone & belter’s success
• Investment Academy and advisor development
• The most common investment mistakes
• Trends in private equity and real estate funds
• How AI is transforming financial advisory

🎧 An inspiring conversation about freedom, business, and the courage to do things differently — filled with real experiences, insights, and practical advice.