October 02, 2019
Ep #223: Going All-In on a Niche and Ramping Growth - The Career of Adam Cmejla
From broker-dealer to independent broker-dealer to building his own independent RIA, Adam Cmejla had quite the journey towards creating a business and lifestyle that fit his needs and the needs of his family. He joins the show today to discuss how he achieved such an impressive rate o …
September 25, 2019
Ep #222: Building Your Business with Intentionality featuring Eric Roberge
Starting and running a business takes intentionality, but it's easy for that intention to fizzle in the chaos of entrepreneurship. Today Eric Roberge, successful practice owner and contributor to Business Insider and Forbes, joins the show to weigh in on the importance of keeping inte …
April 17, 2019
Ep #200: Words of Wisdom For Entrepreneurs, From Entrepreneurs - A Celebration of Episode 200
Over the past 200 episodes, we’ve sat down with hundreds of entrepreneurs to show you the ups and downs of building a practice and the lessons learned along the way. Our goal is to help you see a wider perspective of what it means to be a financial planner and own a business, and one …