Journey To Independence

Linda Pix
  • 5.0 (5)
  • Entrepreneurship

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.

Episodes

  1. 06/30/2021

    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’.

    43 min

  2. 06/17/2021

    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’.

    50 min

  3. 06/10/2021

    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’.

    43 min

  4. 05/19/2021

    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’.

    42 min

  5. 05/12/2021

    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’.

    44 min

  6. 05/12/2021

    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’.

    39 min

  7. Season 1 Trailer

    The Journey to Independence Podcast Series - Trailer

    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’.

    2 min

Trailer

Ratings & Reviews

5
out of 5
5 Ratings

About

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.

Information