Feb 15, 2021
In this episode, Steve talks with Jared Siegel, Partner at Delap Wealth Advisory in Lake Oswego, Oregon.
With a background in financial literacy, Jared began working at Delap primarily in business development before he was promoted to Partner and eventually tasked with creating a wealth advisory practice from within.
Feb 1, 2021
In this episode, Steve talks with Dan Allison, the President and Managing Partner of Broker’s Clearing House in Des Moines, IA.
Dan started out in financial services after a career in clinical and behavioral psychology. One of the big areas of opportunity he noticed was improving the efficiency of client referrals.