Aug 30, 2021
In this episode, Steve talks with Peter Succoso of Sherpa Financial in Wilmington, Delaware.
Peter’s worn many hats throughout his four-decade career. He spent his early years primarily in support roles until an opportunity led him straight to consulting. There, Peter discovered his true passion: adding value by...
Aug 16, 2021
In this episode, Steve talks with Chris Gardner, President of FMF&E Wealth Management in Syracuse, New York.
Chris was fortunate enough to begin his career in the investment space, managing big money at an early age. Eventually, Chris craved meaning beyond numbers and after a failed business attempt, he moved from...
Aug 2, 2021
In this episode, Steve talks with Brad Wales, Founder of Transition To RIA, an organization dedicated to helping advisors navigate the journey and decision-making process behind launching an RIA.
Simply put, Brad bet his career on the RIA model. After 15 years of learning the ins and outs of the RIA marketplace, Brad...