“Because as a woman, I know you have had to work way harder than a man to get where you are in this business, in finance. And it helped me sell our firm.”
If you're a woman in financial advising, you have to listen to this story.
I talked to Megan Miller and Elise Foster.
Mother & daughter / Business partners.
And two of the most client-focused advisors I’ve met.
But this wasn’t the plan.
Elise never wanted Megan to join the firm.
Finance is tough. Especially for women.
And she didn’t want her daughter to go through it. But Megan showed up anyway.
Started at the bottom. And had several roles before buying into the firm.
Together, they’ve built a firm that puts people first.
The early days when “financial planning” wasn’t even a phrase.
The chaos of growth.
The headaches of compliance.
And the tough calls that come with running a firm.
So they made a bold decision: They sold.
Not because they were tired. But because they wanted to focus on their clients and not compliance or admin.
The result?
50% less paperwork.
And 10x more energy for what matters.
We covered:
>What it’s really like to run a family firm>Why integrity, not AUM, is how you scale>How aligned acquisitions create real freedom>The next chapter for women in wealth>And how to build a business that gives your life back
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Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money.
Hosted by Conner Young, who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch, and refined their client service models through experience.
Each episode dives into how advisors got started, how they attracted their first clients, the systems they use today, and the best practices that help them grow.
We also open the doors to the other side of the table: interviewing high-net-worth investors, family offices, and entrepreneurs about the investments they love, the strategies they use, and the legacy they’re trying to build.
Whether you're just launching your RIA, growing your practice, or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value.
"I was the only advisor now at a firm with $300M in assets..." 😳
What do you do when your boss gets suspended by the SEC and you just started financial advising?
I talked to Adam Harding, founder of Harding Wealth, who got his start in the financial advising industry from a Craigslist ad.
It was 2008. Phoenix housing market was collapsing. And Adam was making twelve bucks an hour shredding documents.
Two years in, the SEC walks through the door.
They find violations tied to the firm’s owner—things Adam had nothing to do with but the owner got barred from the industry.
And just like that, Adam at 27 years old, $3,000 in the bank, was the only registered advisor left at a $300M firm.
He got thrown into the deep end immediately.
Fast forward to 2016. Adam launches Harding Wealth. No suits. No salesy nonsense. Just real conversations with real people.
Now he runs a thriving RIA built on transparency, coaching, and walking clients through the actual process, not just the polished outcome.
We covered:
> How a $0 internship led to running a $300M book
> Why authentic conversations attract real clients
> The content strategy that took off by accident
> His secret to scaling without losing himself
> What the industry gets wrong about “being professional”
If you’re building a firm or trying to grow your brand, Adam’s story is proof that you don’t need a suit, a script, or a perfect background.
You just need guts, clarity, and a way to connect.
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Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money.
Hosted by Conner Young, who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch, and refined their client service models through experience.
Each episode dives into how advisors got started, how they attracted their first clients, the systems they use today, and the best practices that help them grow.
We also open the doors to the other side of the table: interviewing high-net-worth investors, family offices, and entrepreneurs about the investments they love, the strategies they use, and the legacy they’re trying to build.
Whether you're just launching your RIA, growing your practice, or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value.
“I told them I was leaving P&G to become a financial advisor. They looked at me sideways.”
Brad Morgan had the job most people dream about.
Engineer at Procter & Gamble.Six years in.Great salary. Total stability.
But he couldn’t shake the feeling: This isn’t it.
So he walked away.
No CFP.No financial background.Just a hunch that planning was where he was supposed to be.
That bet paid off. Brad built his book from scratch & leaned on his old P&G network.Wrote white papers.Ran Facebook ads before advisors even knew what they were.Turned cold leads into clients by outworking everyone.
Today, he’s with Savvy Wealth, a tech-forward firm built for the modern advisor.
Brad’s not just building a practice.He’s building a brand with leverage.A system with scale.A model that feels nothing like the old way.
We covered:
>Why Brad walked away from engineering
>The scrappy tactics that brought in his first clients
>How Facebook ads snowballed into real momentum
>Why patience is an underrated edge
>The tech stack at Savvy that’s changing everything
If you’ve ever thought about starting over…
Brad’s story is a playbook on trusting your gut, staying patient, and building smarter.
“Over 80% of my revenue comes from LinkedIn.”
That’s what Mondo told me.He meets most of these clients virtually.
But this wasn’t always the plan.
Mondo Salavanti didn’t come from finance.He was a football guy.Med school was the dream.
One phone call with his dad’s financial advisor changed the direction of everything.
He got licensed.Started cold calling.Studied for his CFP at night.Built his book from zero.
No connections.No leads.Just grit.
And then he did something most advisors ignore:
He started posting.
LinkedIn became his engine.
Today, Mondo runs Freedom Path Wealth.
A growing firm with a clear vision.
A business built on relationships that started in DMs.
If you’re still relying on referrals and coffee meetings…
This episode will show you what’s possible when you trade tradition for leverage.
And go all-in on the audience that’s already watching.
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Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money.
Hosted by Conner Young, who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch, and refined their client service models through experience.
Each episode dives into how advisors got started, how they attracted their first clients, the systems they use today, and the best practices that help them grow.
We also open the doors to the other side of the table: interviewing high-net-worth investors, family offices, and entrepreneurs about the investments they love, the strategies they use, and the legacy they’re trying to build.
Whether you're just launching your RIA, growing your practice, or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value.
You can find Mando:
-LinkedIn: https://www.linkedin.com/in/sallavanti/
Learn more about how to start and grow your practice: www.getadvisorfreedom.com
“When I moved to Knoxville 10 years ago, I literally knew nobody.”
That’s how it started.
Skee Orr didn’t just move cities.He left behind his network, his job, and his comfort zone.
No clients. No warm leads.Just a CFP designation and a golf scramble invite.
He said yes.
That one yes turned into Rotary Club.Rotary turned into volunteer work.Then community boards. Then lunch invites. Then real relationships.
By the time most people noticed, he had built a network of hundreds.
But the real story started way before that.
High school.One new business teacher.One spark for economics.
That spark carried him through college.To a credit union job.To earning his CFP.
And eventually to launching Kinetic Wealth in 2023 with his wife by his side.
She runs client experience.He runs planning.
Together they’re building something different—A firm built around personalization, tax integration, and long-term impact.
They don’t measure success by AUM.
They measure it by outcomes.
In this episode, we covered:
🔹 How Skee built his client base from scratch in a city where he knew no one🔹 Why saying “yes” early gave him the right to say “no” later🔹 How his wife’s background as a nurse shaped the firm’s entire client experience🔹 The decision to leave a big firm and bet on their own vision🔹 Where Kinetic is headed over the next 10+ years
If you’re building a practice with zero leads, no list, and no brand.
Skee’s story is proof that community-first growth still works.
And that one yes can change everything.
What do you do if you're a CFP who gets fired?
That's what happened to Colton Etherton.
Former advisor. Now the founder of Slices Design.
He built a financial planning firm from scratch.
Then burned it all down.
And pivoted into web design for advisors.
No roadmap. No safety net. Just a sharp left turn.
And it worked.
Today, Colton’s brand stands out as the best in the industry.
His designs get shared at conferences.
His sites drive real business.
And he did it by leaning into what made him different.
We covered:
• How getting fired pushed him to launch his own firm
• Why he went all-in on tattoo artists as a niche
• What one simple site turned into 22 consultations in weeks
• The accidental pivot that became Slices Design
• How moving his family to the Netherlands reshaped everything
Should you marry your business partner?
That's what Dave & Lauren Fischer did.
Their love story turned business partners is almost as good as a certain Avril Lavigne song from the early 2000s.
Dave started in tech. Lauren started in hedge funds. Neither thought financial advising was in their future.
But after late-night talks, big career shifts, and a lot of “are you sure about this?” from friends…
They teamed up. And turned skepticism into strength.
Now they’re building a practice rooted in care and competence.
Helping retirees navigate life’s biggest transitions.
Helping business owners through exits, taxes, and strategy. And doing it as true partners, at work and at home.
We covered:
• How they went from tech and hedge funds into advising
• The unique challenges (and wins) of building a business as spouses
• Their focus on care as the ultimate growth strategy
• Creative marketing that makes financial planning fun
• Why trust, not tactics, drives referrals
You can find Dave & Lauren:
-LinkedIn: https://www.linkedin.com/in/dfischer21/
-LinkedIn: https://www.linkedin.com/in/fischerlauren/
Learn more about how to start and grow your practice: www.getadvisorfreedom.com
Every advisor has to start somewhere, but what do you do when you move to a new city and have no personal market?
That's what happened with Collin Osbahr from Beck Capital Management.
He started his career straight out of college, building a financial practice from scratch.
No safety net.
No big book of clients.
Just pure hustle.
And he made it work.
Today, he works with a mix of high-net-worth clients and younger high-income professionals.
We covered:
• How to grow a book of business from zero
• Why deep investment management beats “set it and forget it”
• Reducing fees and taxes without sacrificing returns
• The value of active sector rotation and stock selection
• How to attract younger, high-earning clients online
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Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money.
Hosted by Conner Young, who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch, and refined their client service models through experience.
Each episode dives into how advisors got started, how they attracted their first clients, the systems they use today, and the best practices that help them grow.
We also open the doors to the other side of the table: interviewing high-net-worth investors, family offices, and entrepreneurs about the investments they love, the strategies they use, and the legacy they’re trying to build.
Whether you're just launching your RIA, growing your practice, or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value.
You can find Colin:
-LinkedIn: https://www.linkedin.com/in/collin-osbahr-bb643b10a/
Learn more about how to start and grow your practice: www.getadvisorfreedom.com
I talked to Chris Haigh, co-founder of Iconoclastic Capital.
He started at Northwestern Mutual fresh out of college.
Selling life insurance to anyone who would take a meeting.
No safety net. No rich uncle. Just a mechanic’s son grinding his way through a broken system.
He hit the top 10 producers in the country. Then spent years stuck in the captive model.
Hidden fees. Moving goalposts. Compliance headaches.
Until he walked away.
In 2020, he left NWM and launched his own RIA.
Forty clients followed.
Now? Over $60M in AUM.
All organic. No cold calls. No begging for referrals.
The secret? Treat every client like they work with you, not the logo on the door.
Build trust. Deliver custom advice. Charge for real planning.
We covered:
• How to survive and escape the captive insurance world
• The strategy Chris used to bring his best clients with him
• Lessons from starting an RIA mid-pandemic
• Why custom planning beats one-size-fits-all
• Growing an advisory firm 100% organically
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Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money.
Hosted by Conner Young, who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch, and refined their client service models through experience.
Each episode dives into how advisors got started, how they attracted their first clients, the systems they use today, and the best practices that help them grow.
We also open the doors to the other side of the table: interviewing high-net-worth investors, family offices, and entrepreneurs about the investments they love, the strategies they use, and the legacy they’re trying to build.
Whether you're just launching your RIA, growing your practice, or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value.
You can find Chris:
-Twitter/X: https://x.com/iconocapital
-LinkedIn: https://www.linkedin.com/in/haighchristopher/
Learn more about how to start and grow your practice: www.getadvisorfreedom.com
I talked to Patrick Shaw, co-founder of Fortitude Financial Partners.
Unlike most financial advisors, he didn’t come from money.
Not even close.
He grew up with a scarcity mindset and finding meals at
churches & food banks.
He was the first in his family to go to college.
And what did he study?
"Basketball and teaching."
But during his junior year, something clicked.
He got a job writing grants for nonprofits.
It sparked an obsession with finance.
Fast forward to 2006.
Fresh out of college.
No network. No “natural market.”
But started a career in financial advising anyway.
Just fishbowls in restaurants, free lunches, and a lot of "no’s".
Some of those first clients are still with him 20 years later.
Today, Patrick runs a fast-growing firm built on one mission:
Take care of clients. Take care of people.
The secret sauce?
A hands-on team model.
Deep tax expertise.
And an obsession with developing advisors the right way.
Great examples and stories for early career advisors:• How to start in finance with zero connections• Building a firm culture that people want to stay in• Why tax planning might be the most overlooked growth lever in advising• Growing without sacrificing service• The vision for a multi-generation advisory practice
If you care about building a sustainable advisory career, this one is a must-listen.
Janitor turned CFP & CPA like he's 'Good Will Hunting'
I sat down with Tom Corley (LinkedIn), bestselling author of Rich Habits and one of the rare professionals who is both a CPA and CFP.
He started his career as a janitor in community college.
Twenty hours a week just to pay for tuition.
That grind became the foundation for a career helping hundreds of business owners build real wealth.
Tom now runs a selective CPA and financial planning firm.
He’s written eight books.
His books have reached millions.
We covered:
How a janitor job sparked a wealth advisory career
A five-year study of 233 millionaires and 128 poor individuals
The four paths to wealth (and which one is fastest)
Why entrepreneurs leave corporate life
How to turn a CPA firm into a teaching platform
If you want to understand wealth building at its core, this is a playbook worth studying.
INVESTOR SPOTLIGHT!
I talked to Ryan Henderson (@CCM_Ryan ), co-host of one of the fastest-growing investing podcasts in the U.S: Chit Chat Stocks
The best part?
He is not a licensed financial advisor.
No CFA. No CFP. No Wall Street pedigree.
Just a love for researching stocks.
And that obsession turned into a show ranked #3 on the U.S. investing charts.
Ryan and his co-host Brett met as backup kickers on their college football team.
With too much time on the sidelines, they started talking markets.
Bitcoin was booming. Meme stocks were everywhere.
They launched a podcast in college.
Made every mistake in public.
Took the feedback. Kept going.
Fast forward.
The show has built a loyal audience across hundreds of countries.
They even launched a hedge fund with family and friends money, Buffett-style terms.
Closed it when it did not align with what they wanted long term.
The takeaway?
You can build authority without credentials.
You can start with zero audience and grow into one of the biggest voices in your niche.
But you have to show up, learn in public, and take the hits.
We covered:
• How two backup kickers built a top investing podcast
• Lessons from running and shutting down a fund
• Why learning in public accelerates growth
• Turning passion into a business without cold outreach
• The reality of building trust online in finance
If you are building a brand, this is a blueprint worth studying.
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Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money.
Hosted by Conner Young, who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch, and refined their client service models through experience.
Each episode dives into how advisors got started, how they attracted their first clients, the systems they use today, and the best practices that help them grow.
We also open the doors to the other side of the table: interviewing high-net-worth investors, family offices, and entrepreneurs about the investments they love, the strategies they use, and the legacy they’re trying to build.
Whether you're just launching your RIA, growing your practice, or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value.
Learn more about how to start and grow your practice: www.getadvisorfreedom.com
What happens when your first client account crashes during Black Monday... and your client threatens to "blow you out of the water"?
You learn fast.
And that’s exactly what Steve Manuel did.
This week’s guest has seen every market cycle since 1975. His first mentor started in 1926 and watched the ticker tape in person during the 1929 crash.
Steve became a financial planner before most people even knew what a CFP was.
And his advice today?
Money follows trust.
Clients don’t stay for performance, they stay for relationship.
And you can’t fake that.
In this episode, we cover:
How Steve went from selling stocks to becoming one of the first CFPs in the country
The story of losing a $250,000 client during Black Monday and what that investment would’ve been worth today
What makes a great advisor (hint: it’s not your credentials)
The reality of building a book of business from scratch in the 80s
Why some clients treat you like a stockbroker and others want a family CFO
The importance of staying aligned with your values when building a practice
Whether you're just starting out or 30 years into your career, Steve’s story will remind you what really matters.
And if you’re wondering what The Game Changing Advisor actually looks like, it’s this guy.
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Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money.
Hosted by Conner Young, who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch, and refined their client service models through experience.
Each episode dives into how advisors got started, how they attracted their first clients, the systems they use today, and the best practices that help them grow.
We also open the doors to the other side of the table: interviewing high-net-worth investors, family offices, and entrepreneurs about the investments they love, the strategies they use, and the legacy they’re trying to build.
Whether you're just launching your RIA, growing your practice, or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value.
Learn more about how to start and grow your practice: www.getadvisorfreedom.com
What happens when a college intern never leaves and ends up becoming a partner?
That’s Matt Gotchall’s (@matt_gottshall) story.
He started as a student at Ohio State, shadowing financial advisors. Now he’s helping lead a 12-person advisory team that’s reshaping what the client experience looks like.
One firm. Whole career. He earned trust from the inside and built a book that now spans 90+ client relationships.
Matt combines estate planning, tax strategy, and investment management into one seamless platform. And the results speak for themselves.
If you want to know what it looks like to grow from within and build real influence, this is the episode to hear.
We talked through:
Why culture and growth opportunity beat firm size every time
How Matt’s team made the leap from broker-dealer to RIA
The “be the guy” mindset that earns deep client trust
What it really takes to grow a book from scratch
How they’re training the next wave of advisors from inside their own system
Whether you're building a firm or looking for a better one, this one’s packed with real-world lessons.
You can find Matt:
-Twitter/X: https://x.com/matt_gottshall
-LinkedIn: https://www.linkedin.com/in/mattgottshall/
Learn more about how to start and grow your practice: www.getadvisorfreedom.com
Thomas Kopelman (@TKopelman) has one of the fastest growing RIA firms today. And he built all of it off of doing what he does best: teaching people.
Thomas ran into roadblocks in the BD world where he was limited on what he could say or post, so he left. And within 3 years had a massive social media following, a collab partnership with one of the industry's biggest vendors and an RIA firm with dozens of great clients.
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Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money.
Hosted by Conner Young, who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch, and refined their client service models through experience.
Each episode dives into how advisors got started, how they attracted their first clients, the systems they use today, and the best practices that help them grow.
We also open the doors to the other side of the table: interviewing high-net-worth investors, family offices, and entrepreneurs about the investments they love, the strategies they use, and the legacy they’re trying to build.
Whether you're just launching your RIA, growing your practice, or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value.
You can find Thomas:
-Twitter/X: https://x.com/TKopelman
Learn more about how to start and grow your practice: www.getadvisorfreedom.com
Today's podcast is with Doug Boneparth (@dougboneparth) and how he started his financial advising career in the fall of 2008 in New York City. What doesn't kill you makes you stronger. His stories of that time are incredible.
Doug now works with hundreds of thousands of followers on social media and has built his practice and brand into serving people that everyone used to overlook: Millennials.
He has built one of the best organic funnels online for people to find him and immediately start working with him because he's naturally himself online, and that's exactly what people want.
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Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money.
Hosted by Conner Young, who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch, and refined their client service models through experience.
Each episode dives into how advisors got started, how they attracted their first clients, the systems they use today, and the best practices that help them grow.
We also open the doors to the other side of the table: interviewing high-net-worth investors, family offices, and entrepreneurs about the investments they love, the strategies they use, and the legacy they’re trying to build.
Whether you're just launching your RIA, growing your practice, or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value.
You can find Doug:
-Twitter/X: https://x.com/dougboneparth
-LinkedIn: https://www.linkedin.com/in/douglasboneparth/
Learn more about how to start and grow your practice: www.getadvisorfreedom.com
Today's podcast is with Zach Ashburn (@zachary_ashburn) and how he started his own RIA and then partnered with someone who 10x the business.
We also cover his recent 'fame' status creating viral tweets using Gemini and Veo videos to get hundreds of thousands of people to see his profile and website. One of the top entrepreneurs in this field that I loved talking to.
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Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money.
Hosted by Conner Young, who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch, and refined their client service models through experience.
Each episode dives into how advisors got started, how they attracted their first clients, the systems they use today, and the best practices that help them grow.
We also open the doors to the other side of the table: interviewing high-net-worth investors, family offices, and entrepreneurs about the investments they love, the strategies they use, and the legacy they’re trying to build.
Whether you're just launching your RIA, growing your practice, or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value.
You can find Zach:
-Twitter/X: https://x.com/zachary_ashburn
-LinkedIn: https://www.linkedin.com/in/zacharyashburnea/
Learn more about how to start and grow your practice: www.getadvisorfreedom.com
Today's podcast is with Mark Cecchini (@markcecchini) and how he built one of the fastest growing social media followings on Twitter/X and LinkedIn walking through complex financial planning strategies.
We also dive deep into how he just crossed $100M AUM in personal clients and how a large piece of that just came over the last few years as he developed his own voice and brand for new clients to find him online.
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Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money.
Hosted by Conner Young, who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch, and refined their client service models through experience.
Each episode dives into how advisors got started, how they attracted their first clients, the systems they use today, and the best practices that help them grow.
We also open the doors to the other side of the table: interviewing high-net-worth investors, family offices, and entrepreneurs about the investments they love, the strategies they use, and the legacy they’re trying to build.
Whether you're just launching your RIA, growing your practice, or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value.
You can find Mark:
-Twitter/X: https://x.com/markcecchini
-LinkedIn: https://www.linkedin.com/in/markcecchini/
Learn more about how to start and grow your practice: www.getadvisorfreedom.com
Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money.
Hosted by Conner Young, who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch, and refined their client service models through experience.
Each episode dives into how advisors got started, how they attracted their first clients, the systems they use today, and the best practices that help them grow.
We also open the doors to the other side of the table: interviewing high-net-worth investors, family offices, and entrepreneurs about the investments they love, the strategies they use, and the legacy they’re trying to build.
Whether you're just launching your RIA, growing your practice, or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value.
Learn more about how to start and grow your practice: www.getadvisorfreedom.com