Mar 30, 2020
Whitney Hansen is a Millennial financial coach. After paying off $30,000 in 10 months, hacking her way to a $472 MBA, and buying her first home at 19, Whitney discovered her love for helping Millennials take control of their financial life. The recognition and acknowledgment of generational wealth gaps (that exist...
Mar 23, 2020
In this conversation, we change things up a bit and ask Aaron to share his journey in the financial advice industry. Aaron’s career progression in financial services had him working in 3 very different wealth management and financial advisory models in quick succession. This experience of having seen the industry from...
Mar 16, 2020
My guest today is
Jody Padar, CEO and Principal of the
New Vision CPA Group, a public accounting firm based in the Chicago
area.
In this conversation,
Jody talks about what it would take for advisors and CPAs to live a
more balanced life and to run profitable firms — without working
80+ hours a week.
Don’t miss...
Mar 9, 2020
My guest today is Joseph (Joe) Anthony.
Joe is the President of Gregory FCA Communications, a full-service, strategically integrated public relations firm. Gregory FCA Communications has been active in the financial space since 2002. The firm offers “tech-enabled PR” including online, data-backed, and social media...
Mar 2, 2020
In this conversation, we discuss that a great advisory practice is, at its core, a behavioral coaching practice. Daniel reflects on his 10+ years of experience in the financial services industry, and on how advisor-client engagement can bring about better outcomes through meaningful relationships and value-focused...