This is a transcript of HTGI podcast episode 9 (click HERE to check out that show) I did with Brian Ruff. It has not been edited to a final draft quality, so please excuse any hard-to-follow passages. You can also listen to the show using the media player to the right or below if on mobile.
interview
Matt Sonnen - Helping BILLION dollar teams go independent
InterviewsCommentThis is a transcript of HTGI podcast episode 14 (click HERE to check out that show) I did with Matt Sonnen. It has not been edited to a final draft quality, so please excuse any hard-to-follow passages. You can also listen to the show using the media player to the right or below if on mobile.
Flying High: Craig Cowles' journey from Pilot to Financial Advisor
Interviews1 CommentThis is a transcript of HTGI podcast episode 11 (click HERE to check out that show) I did with Craig Cowles. It has not been edited to a final draft quality, so please excuse any hard-to-follow passages. You can also listen to the show using the media player to the right or below if on mobile.
Veteran financial advisor Linda Mills on being independent
InterviewsCommentThis is a transcript of HTGI podcast episode 27 (click HERE to check out that show) I did with Linda Mills It has not been edited to a final draft quality, so please excuse any hard-to-follow passages. You can also listen to the show using the media player to the right or below if on mobile.
A "one firm for life" advisor goes independent -- part 1 of an ongoing series
InterviewsCommentHow financial advisor Ashley Hodge manages $100 million from his home office without an assistant
InterviewsCommentThis is a transcript of HTGI podcast episode 23 (click HERE to check out that show) I did with Ashley Hodge. It has not been edited to a final draft quality, so please excuse any hard-to-follow passages. You can also listen to the show using the media player to the right.
Chad Atkins on best practices in converting from brokerage to advisory
InterviewsCommentSean: Today I’m with Chad Atkins, one of my business partners. Chad had quite a remarkable move from wholesaler to advisor as we documented in Episode 2 of the podcast. So if you want to hear the whole story, go back and listen to that one. Great discussion about how he got here. Chad, thanks for joining me.
Gerald Robinson -- A Career-changer financial advisor's path to independence
InterviewsCommentGerald had a long and distinguished career at the Kroger company, ending up as the district manager at the end of his time there when he finally decided it was time to try something different. After the stresses of holiday time and retail, the general restructuring, downsizings, and uprisings that can happen in large organizations, he decided being a financial advisor would be a good way to give himself more control, and flexibility of his time.