Mr. Tall, Dark, and Handsome

I’m so excited to have Bill Simonet, CFP® of Simonet Financial Group on the podcast with us today. Bill shares his career path from a captive insurance agent to an independent broker dealer to now a fee-only RIA. Not only does Bill dive into the differences of each, he shares what he has done to be successful as a business owner.

This is a great episode, you’re going to enjoy it!

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“Simply having the education isn’t enough but it’s implementation and exposure from a young age and consistency that matters… If it’s ingrained in you it’s something that’s important and then it’s something you’re going to do. You have to see it and practice and you have to know that it works!”

The Art of Finance

FPA of Austin

Networking, Vision, and Partnerships

Joe Pitzl, CFP® is the founder of Pitzl Financial. Joe shares with us his career story and how “job hopping” helped his career and clarified his vision for the firm he now runs. Joe shares tips on how he got his first job out of college, what lead him to leave a great firm and the stops along the way.

Joe started his firm three years ago and brought with him 40 clients and just under $17,000,000 in AUM and now has 120 clients with $105,000,000 in AUM!

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“That’s the importance of the ongoing networking piece. Just because you’ve got a job doesn’t mean it’s got to stop. You’ve got a network of people in the industry…. that you can rely on for help and guidance.”

 

The Evolution of a Practice

Todays’ guest is  Jude Boudreaux, CFP® from Upperline Financial Planning and I’m excited to share his story with everyone on the podcast. I first met Jude at a NexGen Gathering right around the time he was starting his firm.  Jude is six years in and shares several of the ways he has found success in his practice and is now running a $400,000+ firm.

He  is a great example of what it looks like to leverage your experience to build a successful practice from the ground up.

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“People can work fine with conflicts. I just think we should all acknowledge that every model has a conflict.”

 

the Four Kolbe Action Modes®

3 Questions That Will Get Your Finances — and Life — on Track

 

Episode 19 – Mike Mills

On today’s Mike Millsepisode we have Mike Mills who is 18 years into his financial planning career and started out on his own when he was in his mid-20s.  He has great insight for those who are starting their firm and shares his personal story of how experiencing a disability shaped how he approaches financial planning differently than others.
Mike also shares his beliefs about the “best is best” standard versus the “fee-only” standard. Don’t miss it!

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“If we’re out there providing our best advice, I don’t really care what kind of product I’m selling. At the end of the day, I’m solving problems.”