Join us for this episode to hear what Ron did while he was at his former job to unknowingly help his transition to the industry and the struggles he faced as he started on his own firm.
Scott Kahan started his RIA back in his 20s, which also happened to be the same year he purchased his first computer. While it may seem he has little in common with young advisors now, that is anything but true. His story mirrors so many stories I hear everyday from young advisors starting out.
Mike Mills shares great insight for those who are starting their firm and shares his personal story of how experiencing a disability shaped how he approaches financial planning differently than others.
Caleb Brown, MBA, CFP® has great insights into what you can do to set yourself apart from other applicants or excel at your job. If you want to get to the elite status, this is definitely a must-listen podcast!
Brad shares with us about niching down into college planning and some of the pitfalls financial advisors can find themselves in if they aren’t prepared for it.