Nick is the owner of Peak Financial Management located in Broomfield, CO. He has a unique story about how he not only decided to become a Financial Advisor, but, also how he decided to pick which firm to join and then to buy.
Benton Penn is a Senior Vice President and Holistic Financial Planner at MassMutual, member of the Million Dollar Round Table with Offices in Lynchburg, Charlottesville & Glen Allen. He has 30+ years of experience in the financial services industry and this episode was a ton of fun. Benton has a tremendous amount of insight into what really drives success in financial services and was kind enough to offer some tips on the future of our industry. Enjoy!
Dave Larson is the founder/owner of Larson Wealth Management located in scenic Harrisonburg, VA home of the Dukes of James Madison University. A father of 6 and an extremely active member of his community, Dave shares how he got started as an advisor and what he feels is the future for the industry.
Sheena is an Associate Advisor with WSC Financial Solutions out of Oakville in Ontario, Canada. This was a really fun episode and her secret to growing her business going forward might be one you want to key on for yourself and your firm.
Rick has an amazing story. His story is about faith, vision and persistence. Rick picked a path and stuck to it and is now reaping the rewards. His specialty is Biblically Responsible Investing. I think many of you will find inspiration with this episode.
Andy Young is a Financial Advisor located in Orlando, FL. Andy's story is about discovery, perseverance and faith. Whether you are thinking about a career in financial services, or, you are an older advisor looking for some inspiration, you are going to love this episode.
Ben is an Independent Financial Advisor located in Roanoke, VA who started his own RIA at 27. He has a inspiring and powerful story that should inspire folks aspiring to join the industry and grizzled veterans as well.
Matt has a great story to share about his career in the financial services industry. From how he got started and transitioning to different business models, Matt shares the success and challenges that he experienced along the way. Listen to the end for the one thing that he said made the biggest difference at every level of his career. You can contact Matt at mbarrette@levelfouradvisors.com.
If you are interested in being a guest on the Podcast send an email to mike@valuesbasedmindset.com. Remember we focus on Financial Advisors. If you know a great financial advisor that you work with please feel free to let them know about the podcast...we would love to share their story.
Mike
