November 14, 2018
Ep #178: Transitioning From Trader to Financial Planner - The Career of Morgen Rochard
Morgen Rochard started out trading but eventually ended up owning her own RIA firm. In this episode we will learn how her trading experience has affected how she does business and actually guided her into financial planning. She shares her journey with us and tips from her experience …
November 07, 2018
Ep #177: Running Two Successful Businesses As Siblings - The Careers of Danna Jacobs and Rob Colon
Danna Jacobs and Rob Colon are an impressive brother and sister duo that went from launching a firm in 2013 with just one client—who happened to be their grandfather—to running not just one, but two successful businesses. The founders of Legacy Care Wealth and Inspired Vision Accounti …
October 31, 2018
Ep #176: Serving Homeschool Families As a Homeschool Parent - The Career of Wakefield Hare
Todays' guest decided to start his own firm just six months after buying into a partnership to become the succession plan for a retirement-age advisor. Now the founder of Greater Than Financial, Wakefield Hare began his journey to starting his own firm after he learned about XYPN in 2 …
October 24, 2018
Ep #175: Financial Planning for Genentech Employees - The Career of David Barson
My guest today is a great example of how powerful it can be to nail down a niche. David Barson is the founder of Barson Financial Planning, and nearly two years after starting his firm, he has really started focusing on his ideal client profile: Genentech employees. Having started his …
October 17, 2018
Ep #174: 3 Years Into Business - How Linden Cornett is Growing a Business to Support Her Great Life
When it comes to balancing work and life, Linden Cornett seems to have found a really interesting way to do that. Last time we spoke with her she had promised her family to not work as much by taking on only 5 new clients per year. In this episode we catch up with her to see how this …
October 10, 2018
Ep #173: Full-Time Police Officer Running His Own RIA - The Career of Mike Bronson
Balancing two careers, Police sergeant Mike Bronson brings us some serious motivation and inspiration with his whirlwind life and career. He has some great insight and advice to share on time management, niche marketing, resilience and much more. Mike talks in depth about where he fou …
October 03, 2018
Ep #172: How Two Full-Time Firefighters are Running a Successful Financial Planning Firm - The Careers of Leo Nunez & James Estep
Many people start a business as a side-hustle with the goal to take that full-time, but Leo Nunez and James Estep of Everest Financial Advisors have two full-time jobs. In this episode, you’ll learn how two firefighters fell into finance and decided to follow their passion for helping …
September 26, 2018
Ep #171: Leveraging Processes to Allow Explosive Growth Working 20 Hours-Week - The Career of Rebecca Conner
Rebecca Conner took the leap and started her own financial planning firm. Her early success is something she credits to having a specific niche from the start and implementing processes that nurtured growth. She discusses the risks she took on, her unique niche in tech and how she fig …
