How To Go Independent

An objective source to learn about independent business models

HTGI 011 : Flying High: Craig Cowles' journey from Pilot to Financial Advisor

PodcastBrian RuffComment


In this episode, I interview Craig Cowles, an independent financial advisor who went from pilot to CFP to improve his quality of life. He talks about what types of clients he likes to work with and how he runs the day-to-day of his business. 

In this episode you will learn:

  • How one independent advisor runs his business
  • Tools that he uses to provide financial planning to his clients
  • How to be awesome....(obviously)

Check out Craig's Website

Email me your questions!