January 16, 2019
Ep #187: Laying the Foundation for Growth by Merging with Another Firm - The Career of Angela Moore
The lack of financial literacy is astounding, even for those who have college educations. Angela Moore lived through the frustration of not easily being able to find a good advisor, but once she found one that helped her change her life, she decided she wanted to do that too. She join …
May 23, 2018
Ep #153: The Merging of Two Practices - The Careers of Gabe Anderson & Scott Bell
Have you ever wondered about or considered teaming up with another advisor? If so, this episode is for you. Both Gabe Anderson and Scott Bell started their own practices and ended up merging their financial planning and investment businesses to create a business that provides a qualit …
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