Rebecca is the Senior Financial Planner at Rising Tide Financial Services. She and James chat about her experience …
Ryan is the Director at Three Kings Wealth Management. Ryan also has a number of ventures outside of …
Rachael is an Associate Adviser at Tribeca Financial. She and James discuss her career transition from financial advising …
Laura is a Financial Advisor at Securinvest Financial Group. She and James talk about her journey to financial …
Phil is the Financial Adviser and Founder at Skye Wealth. He and James chat about how he transitioned …
Robert is the Director and Financial Adviser at Unite Wealth. They talk about how he started Unite Wealth, …
Joe is the Director and CEO of Akambo Financial Group. He and James chat about how he grew …
Jordan is an Independent Financial Advisor at PlanningSolo. He and James chat about the challenges of launching a …
Stephen is the Owner and Director at Integer Financial Group and Founder of LeveragedMD. He and James discuss …
Anthony is a Co-Owner and Wealth Adviser at Absolute Wealth Advisers. He and James discuss his transition into …