Episode 20 – Scott Kahan

On today’s episode, we are sharing Scott Kahan’s story with you. Scott’s story is pretty incredible on several levels. Scott started his RIA 30 years ago when he was in his 20s, which also happened to be the same year he purchased his first computer....
Landing a New Job

Landing a New Job

Caleb Brown, MBA, CFP® has great insights into what you can do to set yourself apart from other applicants or excel at your job.  If you want to get to the elite status, this is definitely a must-listen podcast!

Niching Down

Niching Down

Brad shares with us about niching down into college planning and some of the pitfalls financial advisors can find themselves in if they aren’t prepared for it.