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Episode | Date |
---|---|
The impact I hope to have on the world with Kaysian Gordon
117
The impact I hope to have on the world with Kaysian Gordon, Wealth Advisor To learn more about the Society of Advice, go to https://www.thesocietyofadvice.com |
Jun 10, 2022 |
My biggest inspiration with Jeff Brown
156
My biggest inspiration with Jeff Brown, President To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com |
Jan 13, 2022 |
My 3 years from today vision with Terence Tobin
100
My 3 years from today vision with Terence Tobin, Family Focused Financial Planner. To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com |
Aug 30, 2021 |
The impact I hope to have on the world with Scott Frank
163
The impact I hope to have on the world with Scott Frank, Founder. To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com |
Jul 26, 2021 |
My 3 years from today vision with Mark Newfield
141
My 3 years from today vision with Mark Newfield, Advisor. To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com |
Jul 05, 2021 |
The question that spurs the most thoughtful response with Stephanie McCullough
151
The question that spurs the most thoughtful response with Stephanie McCullough, Founder, Sofia Financial. To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com |
Jul 01, 2021 |
How I dealt with failure with Jeremy Walter
162
How I dealt with failure with Jeremy Walter, CERTIFIED FINANCIAL PLANNER. To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com |
May 03, 2021 |
My most passionate declaration of the Fellowship with Paula Harris
191
My most passionate declaration of the Fellowship with Paula Harris, Co-founder and principal. To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com |
Apr 29, 2021 |
My most passionate declaration of the Fellowship with Heather Hooper
172
My most passionate declaration of the Fellowship with Heather Hooper, Chief Retirement Officer/Fiduciary Plan Advisor (aka retirement nerd). To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com. |
Mar 08, 2021 |
My unfair advantage with Valerio de Stasio
453
My unfair advantage with Valerio de Stasio, Founder & Senior Partner at Meridian - RIA. To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com. |
Feb 18, 2021 |
The work of a Real Financial Planner with Jose Sanchez
207
The work of a Real Financial Planner with Jose Sanchez, CFP®, Financial Planner. To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com. |
Feb 04, 2021 |
My unfair advantage with Stacey Hyde
134
My unfair advantage with Stacey Hyde, CFP, CFA, CPA. To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com. |
Feb 01, 2021 |
My favorite moment with a client with John Posey
146
My favorite moment with a client with John Posey, Financial Planner. To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com. |
Jan 28, 2021 |
One thing I do to make myself more resilient and harder to kill with Christy Raines
342
One thing I do to make myself more resilient and harder to kill with Christy Raines, CFP® To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com. |
Dec 21, 2020 |
Why I choose to be a financial planner with Russ Thornton
287
Why I choose to be a financial planner with Russ Thornton, Retirement Planning for Women (and their families) aged 55+. To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com. |
Dec 17, 2020 |
One thing I do to make myself more resilient and harder to kill with Anna N'Jie-Konte
207
One thing I do to make myself more resilient and harder to kill with Anna N'Jie-Konte, Founder. To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com. |
Dec 14, 2020 |