Journey To Independence

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For financial advisors, true independence can be a reality or remain a dream. Real independent financial advisors share the real story of their Journey to Independence. The good, the bad, and the amazing.

Linda Pix


    • Jun 30, 2021 LATEST EPISODE
    • infrequent NEW EPISODES
    • 37m AVG DURATION
    • 7 EPISODES


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    Latest episodes from Journey To Independence

    The Financial Caddy featuring Guerdon Ely and Anna Nelson

    Play Episode Listen Later Jun 30, 2021 42:43


    Tune in to hear insights on independence, family, and golf from Anna Nelson and her father the "Financial Caddy" Guerdon Ely. Every financial advisor dreams of owning their own practice and controlling their destiny. At Integrated, we make that dream a reality! Our goal with this podcast series is to provide our listeners with real stories from real advisors who are nice enough to share their real life ‘Journey to Independence'.

    The Capital of Independence - Columbia, SC - featuring Josh Bradley of Capital City Financial Partners

    Play Episode Listen Later Jun 17, 2021 50:09


    Tune in to find out how Josh Bradley of Capital City Financial Partners is making Columbia, SC the "Capital of Independence". Every financial advisor dreams of owning their own practice and controlling their destiny. At Integrated, we make that dream a reality! Our goal with this podcast series is to provide our listeners with real stories from real advisors who are nice enough to share their real life ‘Journey to Independence'.

    The Bruce Lee of Independence featuring Wendie Hohman of Sand Creek Investment Partners

    Play Episode Listen Later Jun 10, 2021 42:54


    Tune in and get knocked out by Wendie Hohman of Sand Creek Investment Partners, the "Bruce Lee of Independence". Every financial advisor dreams of owning their own practice and controlling their destiny. At Integrated, we make that dream a reality! Our goal with this podcast series is to provide our listeners with real stories from real advisors who are nice enough to share their real life ‘Journey to Independence'.

    The Great Communicator featuring Eric Meushaw of Financial Foundations

    Play Episode Listen Later May 19, 2021 41:50


    Tune in to hear insights into Independence from the Great Communicator, Eric Meushaw, CFP®, CWS® of Financial Foundations, Inc. Every financial advisor dreams of owning their own practice and controlling their destiny. At Integrated, we make that dream a reality! Our goal with this podcast series is to provide our listeners with real stories from real advisors who are nice enough to share their real life ‘Journey to Independence'.

    The "Godfather" of Independence featuring Clark Richard of Vineyard Global Advisors

    Play Episode Listen Later May 12, 2021 38:35


    Tune in to find out why we refer to Vineyard Global Advisors CEO Clark Richard as the ‘Godfather of Independence'. Every financial advisor dreams of owning their own practice and controlling their destiny. At Integrated, we make that dream a reality! Our goal with this podcast series is to provide our listeners with real stories from real advisors who are nice enough to share their real life ‘Journey to Independence'.

    Independence on the Road to Damascus featuring Ben Newhouse of Vineyard Asset Management

    Play Episode Listen Later May 12, 2021 44:05


    Tune in to find out why going independent was like ‘The Road to Damascus' for Vineyard Asset Management's CEO Ben Newhouse, JD, CPA, PFS. Every financial advisor dreams of owning their own practice and controlling their destiny. At Integrated, we make that dream a reality! Our goal with this podcast series is to provide our listeners with real stories from real advisors who are nice enough to share their real life ‘Journey to Independence'.

    The Journey to Independence Podcast Series - Trailer

    Play Episode Listen Later Apr 7, 2021 1:42


    Every financial advisor dreams of owning their own practice and controlling their destiny. At Integrated, we make that dream a reality! Our goal with this podcast series is to provide our listeners with real stories from real advisors who are nice enough to share their real life ‘Journey to Independence'.

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