Jul 29, 2022
Louis Diamond is the President of Diamond Consultants, a financial advisor recruiting firm based out of Morristown, NJ. He joins the show today to discuss the recruiting landscape from a mergers and acquisitions perspective, including how the various channels are vying for established financial advisors in a highly...
Jul 22, 2022
Cecil Staton is the President and Wealth Advisor with Arch Financial Planning. He joins the show today to chat about his journey in the financial planning industry, including how he got started and why ultimately decided to start his own firm.
Listen in as Cecil shares why the fee-only RIA model was the best fit for...
Jul 15, 2022
Steve Kampschmidt joins the show today to share how he got started in the financial planning industry, including what it was like trying to enter the profession in a down market. After transitioning from his job to the bank channel, Steve used that position to leverage his way into an entry-level opportunity in a...
Jul 8, 2022
Shane Kozusko is a recent graduate from the University of Georgia’s Financial Planning degree program. He joins the show today to talk about how he passed the Series 65 exam, including why he chose to take it, even though it wasn't a requirement for him. If you are planning to take the Series 65, this is an episode...
Jul 1, 2022
Jake Smail is a Financial Planning Associate at Demming Financial Services based out of Cleveland, OH. He joins the show today to discuss his entry into the financial planning profession, including the approach he took when trying to get hired in early 2020 during the beginning of the pandemic. If you are a...