7 episodes
Journey To Independence Linda Pix
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- Business
For financial advisors, true independence can be a reality or remain a dream. Real independent financial advisors share the real story of their Journey to Independence. The good, the bad, and the amazing.
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The Financial Caddy featuring Guerdon Ely and Anna Nelson
Tune in to hear insights on independence, family, and golf from Anna Nelson and her father the "Financial Caddy" Guerdon Ely. Every financial advisor dreams of owning their own practice and controlling their destiny. At Integrated, we make that dream a reality! Our goal with this podcast series is to provide our listeners with real stories from real advisors who are nice enough to share their real life ‘Journey to Independence’.
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The Capital of Independence - Columbia, SC - featuring Josh Bradley of Capital City Financial Partners
Tune in to find out how Josh Bradley of Capital City Financial Partners is making Columbia, SC the "Capital of Independence". Every financial advisor dreams of owning their own practice and controlling their destiny. At Integrated, we make that dream a reality! Our goal with this podcast series is to provide our listeners with real stories from real advisors who are nice enough to share their real life ‘Journey to Independence’.
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The Bruce Lee of Independence featuring Wendie Hohman of Sand Creek Investment Partners
Tune in and get knocked out by Wendie Hohman of Sand Creek Investment Partners, the "Bruce Lee of Independence". Every financial advisor dreams of owning their own practice and controlling their destiny. At Integrated, we make that dream a reality! Our goal with this podcast series is to provide our listeners with real stories from real advisors who are nice enough to share their real life ‘Journey to Independence’.
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The Great Communicator featuring Eric Meushaw of Financial Foundations
Tune in to hear insights into Independence from the Great Communicator, Eric Meushaw, CFP®, CWS® of Financial Foundations, Inc. Every financial advisor dreams of owning their own practice and controlling their destiny. At Integrated, we make that dream a reality! Our goal with this podcast series is to provide our listeners with real stories from real advisors who are nice enough to share their real life ‘Journey to Independence’.
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Independence on the Road to Damascus featuring Ben Newhouse of Vineyard Asset Management
Tune in to find out why going independent was like ‘The Road to Damascus’ for Vineyard Asset Management’s CEO Ben Newhouse, JD, CPA, PFS. Every financial advisor dreams of owning their own practice and controlling their destiny. At Integrated, we make that dream a reality! Our goal with this podcast series is to provide our listeners with real stories from real advisors who are nice enough to share their real life ‘Journey to Independence’.
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The "Godfather" of Independence featuring Clark Richard of Vineyard Global Advisors
Tune in to find out why we refer to Vineyard Global Advisors CEO Clark Richard as the ‘Godfather of Independence’. Every financial advisor dreams of owning their own practice and controlling their destiny. At Integrated, we make that dream a reality! Our goal with this podcast series is to provide our listeners with real stories from real advisors who are nice enough to share their real life ‘Journey to Independence’.