Ryan Galiotto’s interest in finance and investing began in a unique way. Today, he joins the show to share how he found his love for finance so early on and his journey into the corporate world. Ryan has some great information and tips on how to transition investment-centric clients t …
When it comes to starting a firm, there’s so much to know about implementation and getting started. After experiencing this firsthand, Arielle Minicozzi found a way to help other advisors with their processes to give them the ability to serve more clients and run their business more s …
From a Kentucky monastery to paying off over $100,000 in debt by co-driving a truck with his wife, Ben Martinek has had an unusual journey to starting his own financial planning firm. In this episode, he shares how the unconventional nature of his career path, his passion for philosop …
From tax planning to owning a growing RIA, Shannon Moenkhaus has had an interesting path to finding her place in financial planning. With her firm successfully reaching $360,000 in just 2 years, we can all learn a lot from Shannon's journey through partnerships, transitions, planning, …
In this episode, you'll get to hear what it's like being the owner of a large firm. Chip Munn of Signature Wealth Strategies joins us to share his journey and transition from teaching to building a fast-growing firm with multiple locations and thousands of clients. He has a lot of gre …
Jeremy Walter had a unique experience breaking into the financial advising world. In this episode, he shares his uncommon career path, including his transition from working at a firm he enjoyed to starting his own firm—and how he cordially navigated the change with his boss. He also g …
The lack of financial literacy is astounding, even for those who have college educations. Angela Moore lived through the frustration of not easily being able to find a good advisor, but once she found one that helped her change her life, she decided she wanted to do that too. She join …
Having a flexible schedule is valuable, especially when you’re starting a family and want to spend more time at home. Alyssa Lum shares her journey from a financial projection team to learning her way around financial planning and eventually starting her own firm at home. She discusse …
