Episode No. 372 | October 18, 2023
How To Find Success While Doing the Next Right Thing
With Mike Kelly
Doing the right thing in the financial world often involves speaking up and knowing when to go your own way. This is in no way an easy thing, but has time and time again been a source of joy for advisors. Our guest today, Mike Kelly, CFA®, CFP®, and founder of Switchback Financial has …
July 03, 2019
Ep #211: From the Institutional Trading Desk to RIA Owner - The Career of Grant Bledsoe
Grant Bledsoe is the founder of Three Oaks Capital Management, and he joins the show to discuss what gave him the confidence to make the move from institutional trading to starting his own RIA. After realizing that his business was not growing as fast as he wanted it to, Grant decided …
June 19, 2019
Ep #209: Finding Success after Being Fired as a Partner - The Career of Mark Wilson
After working for his previous firm for 19 years and then being unexpectedly fired, Mark Wilson was forced to reset his life. Now the owner and only employee of MILE Wealth Management, Mark joins the show today to discuss what pushed him to start his own firm and how he is focusing on …
June 12, 2019
Ep #208: 3 Years In and Hitting Her Stride - An Interview with Meg Bartelt
After coming on the show two years ago to talk about her first year in business, Meg Bartelt has agreed to come back to share her journey and progress since then. In this episode, Meg gives a raw and authentic look at the life of an entrepreneur and opens up about how she handles the …
