Feb 24, 2022
On today’s episode, Taylor Schulte, the founder of Define Financial, joins us to discuss both his role as an advisor who has struggled with balance and as a marketing advisor to financial professionals. Define Financial is optimizing retirement planning for individuals over 50. Taylor has been able to re-establish...
Feb 17, 2022
On today’s episode, Charles Freeman,
the President of AdaptFirst
Investments, joins us to discuss building and scaling your
business while maintaining balance. He’s been an investment manager
for 23 years and is currently an aspiring tennis player, chess
player, and bass player in a cover band! Charles is a life...
Feb 10, 2022
Jeff Concepcion, the founder, and CEO of Stratos Wealth Partners joins us on today's show to discuss personal and professional success. He started his practice in 2008, a practice that focuses on serving sophisticated advisors and their clients. Stratos Wealth does this through infrastructure, resources, and support...
Feb 3, 2022
On
today’s episode, we are joined by Keena Pettijohn, the founder of
the Lifelogixs consultant
firm, a program helping people achieve health, wealth, and
happiness through technological solutions. With more than three
decades in the industry, she has seen advisors struggle on every
level. She’s highlighting the...