926. Inside Private Equity: Wealth, Strategy, and Long-Term Thinking with Nick Bartolo
Fullerton Unfiltered
Brian Fullerton
4.9 • 1.2K Ratings
🗓️ 11 February 2026
⏱️ 49 minutes
🧾️ Download transcript
Summary
In this episode of the Fullerton Unfiltered Podcast, I sit down with financial advisor and wealth coach Nick Bartolo to talk private equity, long-term wealth strategy, and how business owners should think beyond just today's cash flow. We break down what private equity really is, who it's for, and how disciplined investing ties into building lasting wealth and freedom.
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Transcript
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| 0:00.0 | The Sold Out Granham Academy is back for 2026 and we've added new locations across the |
| 0:08.5 | U.S. and Canada for you. |
| 0:10.7 | If you haven't grabbed your tickets, go ahead and do so to this three-day in-person on-hands |
| 0:15.7 | training. |
| 0:16.7 | Get to know your numbers, your workflows, and your customers even better. |
| 0:20.0 | Again, if you haven't grabbed your tickets, this is sold out in 2025, so make sure you grab them now. Use the special |
| 0:25.4 | link provided in the podcast description. You're now listening to the Fullerton Unfiltered podcast. |
| 0:39.3 | Straightforward. |
| 0:40.2 | No nonsense business advice. |
| 0:42.3 | Completely on. |
| 0:44.2 | Unfiltered. |
| 0:45.2 | Grow your business. |
| 0:46.4 | Grow your life. |
| 0:47.5 | Now, here's your host, Brian Fullerton. |
| 0:51.3 | All right on in here today. |
| 0:53.4 | I got another great show for you guys lined up. Folks, we're bringing to some great talent, some great folks here at the Leanscaper, Arizona, revenue intensive. Again, 750 people here. Amazing crowd. Tons of VIPs walking around. John, what's up, brother? There's so many great folks walking through here. Even Jeremiah's here, which is crazy to say, I don't let you bring anybody here. Was that? Who am I? |
| 1:14.4 | He doesn't have a badge. He's so VIP that he doesn't need a badge walking around here. Today's guests, really excited about having this individual on. You guys might have seen him a little bit on Instagram and LinkedIn. He's popping up more and more. I've really just seen your content the last 12, 18 months. I think you were actually on stage in Dallas, right? I was. Yeah, I was on the M&A panel in Dallas. Yes. It was a good time. So we're going to talk about something today that's really big picture, all right, because this is a new conversation to me. We're going to talk about private equity. We're going to talk about wealth management. We're going to talk about exiting a business, systematizing a business. I'm going to have you introduce yourself in your background. Folks, I've had a bunch of great conversations with Nick. We actually had one a long time ago. You had said, admittedly, yeah. The clip was the first time we met. What was that? It was a couple of years ago. |
| 2:01.7 | I was hanging out at the L.M.N. booth talking to Mark Bradley. |
| 2:04.2 | Okay. |
| 2:04.5 | And you came by and that was the first time we met. Okay. Okay. I was telling Nick, I'm like, I'm sorry. I don't really remember the conversation. I'm like, I have no idea. My feelings are hurt. I was going to say, I don't remember what I was saying back then. |
| 2:16.7 | I said, whatever I was saying, don't listen to it. |
| 2:19.2 | And he goes, no, no, it was all good stuff. |
... |
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