Episode No. 355 | February 22, 2023

Out of the FIRE Goal and Into the Solo Practice

An Inspiring Conversation with Frank Austin

If you’re interested in hearing about building a unique firm that's more focused on helping people and having an impact versus just being focused on making money due to personal financial circumstances, this episode is for you! This inspiring and really interesting conversation with X …

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February 13, 2019

Ep #191: From Future Priest to RIA Owner – The Career of Ben Martinek

From a Kentucky monastery to paying off over $100,000 in debt by co-driving a truck with his wife, Ben Martinek has had an unusual journey to starting his own financial planning firm. In this episode, he shares how the unconventional nature of his career path, his passion for philosop …

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July 04, 2018

Ep #159: From Orphan to RIA Firm Owner - How Chris Jackson Overcame All Odds to Find Success

When it comes to interesting stories, Chris Jackson, founder and CEO of Lionshare Partners, certainly has one of those. He also has some great advice on how to use theatre skills to serve your clients better and have confidence in your meetings. Chris shares the crazy story about how …

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