The Society of Advice Podcast

16 Episodes

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The impact I hope to have on the world with Kaysian Gordon

2022-06-1001:57

The impact I hope to have on the world with Kaysian Gordon, Wealth AdvisorTo learn more about the Society of Advice, go to https://www.thesocietyofadvice.com

My biggest inspiration with Jeff Brown

2022-01-1302:36

My biggest inspiration with Jeff Brown, PresidentTo learn more about The Society of Advice, go to https://www.thesocietyofadvice.com

My 3 years from today vision with Terence Tobin

2021-08-3001:40

My 3 years from today vision with Terence Tobin, Family Focused Financial Planner.To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com

The impact I hope to have on the world with Scott Frank

2021-07-2602:43

The impact I hope to have on the world with Scott Frank, Founder.To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com

My 3 years from today vision with Mark Newfield

2021-07-0502:21

My 3 years from today vision with Mark Newfield, Advisor.To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com

The question that spurs the most thoughtful response with Stephanie McCullough

2021-07-0102:31

The question that spurs the most thoughtful response with Stephanie McCullough, Founder, Sofia Financial.To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com

How I dealt with failure with Jeremy Walter

2021-05-0302:42

How I dealt with failure with Jeremy Walter, CERTIFIED FINANCIAL PLANNER.To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com

My most passionate declaration of the Fellowship with Paula Harris

2021-04-2903:11

My most passionate declaration of the Fellowship with Paula Harris, Co-founder and principal.To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com

My most passionate declaration of the Fellowship with Heather Hooper

2021-03-0802:52

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.

My unfair advantage with Valerio de Stasio

2021-02-1807:33

My unfair advantage with Valerio de Stasio, Founder & Senior Partner at Meridian - RIA.To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com.

The work of a Real Financial Planner with Jose Sanchez

2021-02-0403:27

The work of a Real Financial Planner with Jose Sanchez, CFP®, Financial Planner.To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com.

My unfair advantage with Stacey Hyde

2021-02-0102:14

My unfair advantage with Stacey Hyde, CFP, CFA, CPA.To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com.

My favorite moment with a client with John Posey

2021-01-2802:26

My favorite moment with a client with John Posey, Financial Planner.To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com.

One thing I do to make myself more resilient and harder to kill with Christy Raines

2020-12-2105:42

One thing I do to make myself more resilient and harder to kill with Christy Raines, CFP®To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com.

Why I choose to be a financial planner with Russ Thornton

2020-12-1704:47

Why I choose to be a financial planner with Russ Thornton, Retirement Planning for Women (and their families) aged 55+.To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com.

One thing I do to make myself more resilient and harder to kill with Anna N'Jie-Konte

2020-12-1403:27

One thing I do to make myself more resilient and harder to kill with Anna N'Jie-Konte, Founder.To learn more about The Society of Advice, go to https://www.thesocietyofadvice.com.

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The Society of Advice Podcast