April 17, 2019
Ep #200: Words of Wisdom For Entrepreneurs, From Entrepreneurs - A Celebration of Episode 200
Over the past 200 episodes, we’ve sat down with hundreds of entrepreneurs to show you the ups and downs of building a practice and the lessons learned along the way. Our goal is to help you see a wider perspective of what it means to be a financial planner and own a business, and one …
April 10, 2019
Ep #199: How a Love of Sailing Has Propelled His Business - The Career of Jamie Rice
Jamie Rice joins the show today to describe how he made the career jump from engineering for the U.S. Navy to investment management. The chief investment officer for his firm, JQR Capital, Jamie specializes in serving individual investors, adventurers, and small businesses. You’ll lea …
April 03, 2019
Ep #198: Providing Multi-Generational Financial Planning to Minority Families - The Career of Emlen Miles-Mattingly
Today, Emlen Miles-Mattingly joins the show to describe how he took his career from bank teller to president and CEO of the successful firm, Gen Next Wealth. We’ll discuss Emlen’s unique niche in providing multi-generational financial planning to minority families and what he is doing …
February 27, 2019
Ep #193: Transitioning Investment Centric Clients to Comprehensive Financial Planning - The Career of Ryan Galiotto
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 …
