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Military to Financial Planner Podcast

Sep 29, 2021

Startup costs for your own RIA are one of the most frequent questions we’ve gotten from listeners so in this episode we tackle that important question. Funding your startup doesn’t have to be that intimidating so long as you have a good plan to address it. In this episode, listen on as Daniel and Forrest share their...

Sep 22, 2021

BLUF (Bottom Line Up Front):  Over the long run, your practice will reflect you.  However, at the beginning, it will be very hard to ‘niche’ your practice because profitability is initially a revenue problem.  Over time, you may have more flexibility to make intentional decisions that will shape your practice.


Sep 15, 2021

Sales is the lifeblood starting out in most financial planning careers. For many people, this can feel clunky, forced, or like a used car experience when in fact it should be quite the opposite of that. Focus on a collaborative process and make your fees and process clear.

Listen on as Daniel and Forrest share their...

Sep 8, 2021

The military offers a host of education benefits for servicemembers and spouses that can help make the career transition into financial planning easier. Forrest and Daniel share how they used these benefits and walk through lots of the options out there to help you too.

Sep 1, 2021

Take time to build and grow your network - learn from key thought leaders on LinkedIn. This career leap should be about making and deepening relationships and connections. 

Here are some key thought leaders to follow: Caleb Brown; Michael Kitces; Alan Moore; Carl Richards; Matt Quick; Michael Quinn; Hannah Moore; Matthew...