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Today’s guest, Mike Rowe, regional vice president at Howard Capital Management, joins us to talk about self-directed brokerage accounts and the untapped opportunity he sees right now for advisors. We’ve seen a few advisors start taking advantage of this account, which is why we wanted to spend some…
As we launch this new podcast and get this journey started, we felt it would make the most sense to begin with a little background on the business and show.  So that’s what we’ll do in this debut episode. We’ve broken it down into a few different categories – the company, the person, and the podcas…
Today’s guest is someone we’ve grown to know extremely well over the past year or so, and his drive has really pushed us to step up our game. Ryan Fleming, MBA, RICP, CRPC is a pilot and financial advisor who only works with other pilots, and we began working together just over a year ago.   During…
Today’s guest, Cory Chapman of EFC Wealth Management, is someone we’ve been working with for a couple of years and have gotten to know well. He’s a great person and an incredibly successful advisor who is getting set to roll out a new program for other advisors to tap into.  We wanted to bring him …
Ansvarsfraskrivelse: Podkasten og kunstværket, det finnes indlejret på denne siden, er fra Steve Sharp, som tilhører dens eier og ikke er tilknyttet eller godkjent av Listen Notes, Inc.