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EPISODE · Oct 29, 2020 · 23 MIN

Going Solo podcast .. Simon's interview

from ANGLES. · host Simon Brady CFP® CETF®

I was interviewed about Anglia Advisors by David Shriner-Cahn for his popular Going Solo podcast .. * An unusual niche for a financial advisor that many would avoid [1:50] * The benefits of a fee-only basis for both entrepreneurs and clients in the financial field [4:44] * Why the wolf quit Wall Street [7:11] * Shifting lives instead of shifting millions of dollars [10:26] * The time to get creative about arranging your time [13:38] * Why it’s crucial you realize what you don’t know [15:48] * How to keep a steady flow in the pipeline [17:04] This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit simonbrady.substack.com

Episode metadata supplied by the publisher feed · Published Oct 29, 2020

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Going Solo podcast .. Simon's interview

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