Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and James …
Shannon is a Financial Adviser at Fox & Hare Financial Advice. He and James discuss his recent move …
Paul is an Adviser and Practice Manager at Wealth 21. They discuss his 25-year journey in running his …
Daniel is a Financial Adviser and Partner at Strategic Wealth. He and James discuss his progression from paraplanning …
In this episode, James talks with Josh Pennell. He and James discuss his work at Prosper Advisory, including …
Carlie is a Financial Adviser at MBS Insurance. She and James discuss her experience in the insurance industry, …
Tim is a Partner at TownsendCobain Private Wealth Partners. They discuss how his practice has recently grown and …
Andrew is the Founder at CoreData Group. He and James discuss CoreData’s research on the advice industry, the …
Jayde is Director & Financial Adviser at Bloom Financial Planning. She and James discuss her journey of transitioning …
Matt is the Director and Senior Financial Advisor at Cargill Financial. He and James discuss his experience building …