October 16, 2019
Ep #225: From Banking to Financial Planning - The Career of Megan Donnelly
After working in corporate banking for 11 years, Megan Donnelly saw a need arise as she witnessed firsthand the fear and mistakes people made during the financial downturn in 2009. That need made her decide to start her own firm, Quabbin Advisors, and she joins the show today to share …
October 09, 2019
Ep #224: Leveraging Investors to Launch Their Financial Life Firm - The Careers of Cristina Livadary & Stephanie Bucko
You have the chance to gain or lose mana with everything you do. What is mana? Today you’ll find out the importance of this word, as well as the value of life planning and building a meaningful business from Mana Financial Life Design co-founders, Stephanie Bucko and Cristina Livadary …
October 02, 2019
Ep #223: Going All-In on a Niche and Ramping Growth - The Career of Adam Cmejla
From broker-dealer to independent broker-dealer to building his own independent RIA, Adam Cmejla had quite the journey towards creating a business and lifestyle that fit his needs and the needs of his family. He joins the show today to discuss how he achieved such an impressive rate o …
May 02, 2018
Ep #150: Launching a Firm with a Spouse Not On Board – The Career of Raquel Hinman
Most people know there are risks and sacrifices involved with entrepreneurship. Raquel Hinman shares her journey through different finance jobs, detailing how she ended up starting her own successful business and how she dealt with the downside of business ownership. She gets real wit …
