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Advisor Freedom
Conner Young
19 episodes
5 days ago
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. 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.
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Entrepreneurship
Business
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All content for Advisor Freedom is the property of Conner Young and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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. 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.
Show more...
Entrepreneurship
Business
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How He went from Janitor to CFP & CPA with $98M AUM
Advisor Freedom
34 minutes 31 seconds
2 months ago
How He went from Janitor to CFP & CPA with $98M AUM

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.

Advisor Freedom
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. 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.