PODCAST · business
Advisors Unfiltered
by Zach Gunderson
What does it actually take to build an independent financial advisory practice from scratch?Host Zach Gunderson sits down with solo and early-stage RIAs who are doing it for real. No corporate safety net, no big brand backing, just one CFP with passion and vision.We talk about what it takes to build a practice, the passion that made them build it in the first place, their vision, their learnings, their clients, and the daily grind of building something that lasts.Each episode digs into the unfiltered reality: the sacrifices, the marketing struggles, the moment your calendar goes from open to overbooked, what happens when you realize you can't be good at everything, and what to do about it.If you're a CFP building your own practice (or thinking about making the leap), these conversations will bring you invaluable insights from people who have already walked the path, people who've been exactly where you are.
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Apache Helicopters, Horses, and Financial Planning | Derek Merkler | Trophy Point FP
Derek Merkler flew Apache helicopters, worked night shifts at Amazon, breeds horses, and built Trophy Point Financial Planning from the ground up.In this episode, Derek and Zach discuss what it really takes to build a sustainable CFP practice of your own:12-hour days, marketing that doesn't comes naturally, and the survival mindset nobody tells you about, etcetera.Have a lunch & learn listen, Derek shares great nuggets of wisdom for any current or aspiring solo+ CFPs!
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ABOUT THIS SHOW
What does it actually take to build an independent financial advisory practice from scratch?Host Zach Gunderson sits down with solo and early-stage RIAs who are doing it for real. No corporate safety net, no big brand backing, just one CFP with passion and vision.We talk about what it takes to build a practice, the passion that made them build it in the first place, their vision, their learnings, their clients, and the daily grind of building something that lasts.Each episode digs into the unfiltered reality: the sacrifices, the marketing struggles, the moment your calendar goes from open to overbooked, what happens when you realize you can't be good at everything, and what to do about it.If you're a CFP building your own practice (or thinking about making the leap), these conversations will bring you invaluable insights from people who have already walked the path, people who've been exactly where you are.
HOSTED BY
Zach Gunderson
CATEGORIES
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Frequently Asked Questions
How many episodes does Advisors Unfiltered have?
Advisors Unfiltered currently has 1 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Advisors Unfiltered about?
What does it actually take to build an independent financial advisory practice from scratch?Host Zach Gunderson sits down with solo and early-stage RIAs who are doing it for real. No corporate safety net, no big brand backing, just one CFP with passion and vision.We talk about what it takes to...
How often does Advisors Unfiltered release new episodes?
Advisors Unfiltered has 1 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Advisors Unfiltered?
You can listen to Advisors Unfiltered on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Advisors Unfiltered?
Advisors Unfiltered is created and hosted by Zach Gunderson.
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