We are delighted to have Michael Lecours, CFP®, on our show today. Michael is a co-founder of fpPathfinder, an organizational service that e

In today’s episode, we have the pleasure of interviewing John Bucsek, CFP®. John has over 30 years of experience in the financial services

We are excited to have Jim Stackpool, founder of Certainty Advice Group, on the show today. Jim has been in the industry for over 30 years,

Today we are joined by Tom Watts, who started his career on the institutional side of Wall Street as an investment banker and sell-side stoc

Audio: Video: Subscribe: More About This Episode: Today’s Guest is Sten Morgan, CFP®, ChFC®. Sten founded Legacy Investment Planning by...

Control plays a big part in the role of many advisors’ careers. It can be difficult to let go of the reigns and delegate tasks when you...

Most people experience burnout at some point in their lives. Today we are going to discuss how burnout affects your mental, spiritual,...