May 25, 2021
Matthew Marcoux and John Kennedy are the Co-Founders of CandorPath Financial and Certified Financial Planners. Matthew has been serving clients for the past 19 years and is an Enrolled Agent who specializes in tax planning and investment. John is driven by a passion to help others. While pursuing his education at the University of Central Florida, John decided he was going to align his passion and profession by immersing himself in the world of financial planning.
In 2018, John and Matthew left their previous company and founded CandorPath Financial, a fee-based ensemble wealth management practice serving clients in their accumulation years. While Matthew focuses on the retirement plans for the business, John guides others towards their vision for financial success. John and Matthew have different skill sets and strengths that support one another, but together, they have learned the value of teamwork and collaboration in successfully serving other people.
John and Matthew join me today to discuss what led them to co-found CandorPath and the most significant challenges they faced after starting the company. We discuss the different kinds of wealth management practices and the uniqueness of an ensemble practice. They explain why they chose to implement an ensemble approach and how they transitioned from the silo work culture to the ensemble approach. They also underscore how leveraging social media to connect and communicate impacted their relationships with existing clients.
“In an ensemble, you have to know whether you can trust and work with somebody and that you can fit together despite having different strengths.” - John Kennedy
This week on The Model FA Podcast:
Our Favorite Quotes:
Connect with John Kennedy:
Connect with Matthew Marcoux:
Connect with CandorPath Financial:
About the Model FA Podcast
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.
President of Model FA, David DeCelle
If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.