The financial planning industry has mostly targeted the higher earners and often been less accessible to those who need financial planning and advising services the most. Michael Anderson joins us to talk about how he is working on providing options for these lower income clients. He …
Breanna Reish is the founder of Wealth of Confidence, a women's wealth firm that aims to transform the financial planning experience for women. After starting her career on the tax side of the business (and having to plan pregnancies around tax season), Breanna decided to leave and wo …
Today's guest has led his firm through some of the most explosive growth we’ve ever heard on the podcast. Kyle Moore is the founder of the fee-only financial planning firm Quarry Hill Advisors, and his path into and through the industry is as surprising as it is inspiring.
Today’s guest is a thought leader in the financial industry who has been published in Black Enterprise, CNBC, Financial Advisor, ThinkAdvisor, MarketWatch, US News & World Report, Women’s Health, and many more. Rianka Dorsainvil is the founder of Your Greatest Contribution, as wel …
Brad Sherman is the founder of Sherman Wealth Management, an independent fee-only financial planning and wealth management firm with $38 million in AUM. While Brad started his career on the mortgage side of the business and went through several job changes, he slowly made his way over …
Many listeners have requested that we bring back some of our previous podcast guests to see where their businesses are one year later. Today we get the chance to catch up with Ryan Frailich who has now been in business for about 18 months. He opens up about the changes, challenges and …
When it comes to interesting stories, Chris Jackson, founder and CEO of Lionshare Partners, certainly has one of those. He also has some great advice on how to use theatre skills to serve your clients better and have confidence in your meetings. Chris shares the crazy story about how …
Dealing with clients who are grieving or going through a great loss requires a great deal of courage, compassion and wisdom. Chris Dale is an advisor and planner who has gone through significant loss and channeled that into a practice of his own that caters specifically to people goin …
