July 10, 2019

Ep #212: From IRS Agent to RIA Owner - The Career of Antowoine Winters

Antowoine Winters spent 10 years working for the Internal Revenue Service, and after seeing so many individuals fall victim to poor or even fraudulent financial guidance, he decided to leave the Service to run a practice where he could be an advocate for the average American citizen. …

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July 03, 2019

Ep #211: From the Institutional Trading Desk to RIA Owner - The Career of Grant Bledsoe

Grant Bledsoe is the founder of Three Oaks Capital Management, and he joins the show to discuss what gave him the confidence to make the move from institutional trading to starting his own RIA. After realizing that his business was not growing as fast as he wanted it to, Grant decided …

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June 13, 2018

Ep #156: Bringing on a Partner to Accelerate Growth - The Careers of Jirayr Kembikian & Ryan Cole

There’s no right way to structure a partnership and this can make things confusing when building a business relationship between partners. Jirayr Kembikian and Ryan Cole have successfully navigated a 50/50 partnership and they’re here to share how they did it. This episode will be all …

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April 18, 2018

Ep #148: Serving Clients in Creative Professions – The Careers of Philip Olson & Julia Lorenz-Olson

Julia Lorenz-Olson and Philip Olson join us on the show to share some nuggets of wisdom about their unique careers and the unexpected benefits that come with having a creative background. They discuss how they got started, what they considered and how they settled on the business mode …

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