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Building Calluses & Growing into Entrepreneurship
You're a Financial Planner, Now What?
English - April 13, 2021 09:00 - 37.9 MB - ★★★★★ - 64 ratingsCareers Business Investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Chad Chubb is a CFP®, CSLP®, and the lead advisor and founder of Wealth Keel. His firm specializes in simplifying the complex financial lives of Gen X and Gen Y physicians. Chad talked with Matt Fizell, CFP®, about starting his own firm at an astonishingly early point in his career, the privileges that made it possible, and his advice to young advisors wondering how to find their own path.