June 19, 2019

Ep #209: Finding Success after Being Fired as a Partner - The Career of Mark Wilson

After working for his previous firm for 19 years and then being unexpectedly fired, Mark Wilson was forced to reset his life. Now the owner and only employee of MILE Wealth Management, Mark joins the show today to discuss what pushed him to start his own firm and how he is focusing on …

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June 12, 2019

Ep #208: 3 Years In and Hitting Her Stride - An Interview with Meg Bartelt

After coming on the show two years ago to talk about her first year in business, Meg Bartelt has agreed to come back to share her journey and progress since then. In this episode, Meg gives a raw and authentic look at the life of an entrepreneur and opens up about how she handles the …

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November 01, 2017

Ep #124: Financial Life Planning and Discovering Your Why - An Interview with Elizabeth Jetton

  Elizabeth Jetton is on the show to share the incredible new programs and educational opportunities being developed to help financial planners start strong. She also opens up to share the importance of finding your ‘Why’ and gives tips on when and how to do it. Her experience in almo …

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