My most passionate declaration of the Fellowship with Heather Hooper, Chief Retirement Officer/Fiduciary Plan Advisor (aka retirement nerd).
To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com.
The impact I hope to have on the world with Kaysian Gordon
My biggest inspiration with Jeff Brown
My 3 years from today vision with Terence Tobin
The impact I hope to have on the world with Scott Frank
My 3 years from today vision with Mark Newfield
The question that spurs the most thoughtful response with Stephanie McCullough
How I dealt with failure with Jeremy Walter
My most passionate declaration of the Fellowship with Paula Harris
My unfair advantage with Valerio de Stasio
The work of a Real Financial Planner with Jose Sanchez
My unfair advantage with Stacey Hyde
My favorite moment with a client with John Posey
One thing I do to make myself more resilient and harder to kill with Christy Raines
Why I choose to be a financial planner with Russ Thornton
One thing I do to make myself more resilient and harder to kill with Anna N'Jie-Konte
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