Aug 25, 2021
Starting up in the financial planning space requires money, but how much? If you’re interested to learn about how to fund your startup costs and what specific expenses to plan for, this episode is for you. Daniel and Forrest both share specific examples from their own experience as well as their recommendations for...
Aug 18, 2021
Picking a niche is an interesting topic and lots of reasons for and against. Forrest and Daniel talk about the pros and cons of each side of this question as well as delve into the mistakes they made or successes they built upon. Niche marketing can be valuable but picking the military isn’t the only way.
Listen on as...
Aug 11, 2021
Every military career transition faces challenges, but switching careers into financial planning can bring specific ones related to having a united home front. Starting over in a new career or launching out as an entrepreneur can be scary and quite different from military life. Ensuring your spouse is onboard with this...
Aug 4, 2021
This is the single largest problem for any new advisor, whose expected role includes ‘business development.’ If you’re hired on as a second advisor at an RIA, or as a paraplanner, you may be expected to take on work that the current staff cannot handle However, most ‘job opportunities’ have an expectation of...