We are excited to have Bill Simonet, CFP®, Katie Brewer, CFP®, and Dave Grant, CFP® return for a curated discussion with me, Hannah Moore, CFP®, where everyone shares what they wish they knew before leaving a firm.
Lauryn Williams, MBA shares her journey as an athlete and three-time Olympic medalist including the advice she wishes she received when she started out when she was 20 and had endorsement deals to starting her own firm.
Bill Simonet, CFP® joins us to share his career path from a captive insurance agent to an independent broker dealer to now a fee-only RIA.
Chad Smith, CFP® shares his career journey of starting as an intern and now part owner of his company. He’s been with the same company that full time and shares what has made him successful.
In this episode we’ll dive into Dave Grant’s backstory and “the numbers” so I hope you enjoy the episode.
Holly P. Thomas, a CFP® joins us to discuss her career path and financial planning practice.