Ep #91: Pivoting from a Failed Succession Plan with Cecil Staton

Cecil Staton is the President and Wealth Advisor with Arch Financial Planning. He joins the show today to chat about his journey in the financial planning industry, including how he got started and why ultimately decided to start his own firm. Listen in as Cecil shares why the fee-only RIA model was the best fit for him, as well as how he was able to leverage his network to find an opportunity that best aligned with his career goals. You'll learn the catalyst that led to him establishing his own firm, how he attracts clients, and tips for new planners who are just starting out. You can find show notes and more information by clicking here: https://bit.ly/3yT2ic8