Bridging The Gap

36:13 | Mar 10th, 2020

Committed, transformative, and visionary...these are a few words that I took away from my conversation with Conor Richardson. Conor is a Certified Public Accountant and author of the book "Millennial ...Show More

42:14 | Feb 10th, 2020

Innovative, well-versed, entrepreneur and client centric…these are just a few words that I took away from my conversation with Josh Bennett. Josh is a Certified Financial Planner that has a background...Show More

46:07 | Feb 4th, 2020

A creator, innovator, outsider, and leader. These are just some of the words that I took away during my conversation with Anders Jones. Anders is the CEO and co-founder of Facet Wealth. Facet is a com...Show More

41:17 | Jan 13th, 2020

Experienced, versed, and industry-focused, these are just a few of the words that come to my mind from my conversation with Gordon Morse. Gordon has an extensive background within the financial servic...Show More

54:37 | Jan 6th, 2020

True industry veteran, mentor, strategic visionary and a true Schwabie. Those are just a few of the words that come to mind after my conversation with John Connor. John's official title is Vice Presid...Show More

49:07 | Dec 16th, 2019

Experienced, holistic, comprehensive, and client focused, these are just a few words I took away from my conversation with Beth Bosworth. Beth is one of those individuals in our industry that we wish ...Show More

50:20 | Dec 9th, 2019

Trailblazer, futurist, heavyweight and influencer are just a few of the many words that I took away to describe my conversation with our guest this week, Brent Weiss. Brent is an industry vet, that ha...Show More

52:27 | Nov 25th, 2019

Guru focused, growth minded and culturally driven. These are just some of the words that I took away from my conversation with Charlie Jordan. Charlie is a stalwart in our industry who has been helpin...Show More