Advisor Freedom

Today's podcast is with Doug Boneparth ⁠( @dougboneparth )⁠ and how he started his financial advising career in the fall of 2008 in New York City. What doesn't kill you makes you stronger. His stories of that time are incredible. Doug now works with hundreds of thousands of followers on social media and has built his practice and brand into serving people that everyone used to overlook: Millennial...

Today's podcast is with Zach Ashburn ⁠( @zachary_ashburn )⁠ and how he started his own RIA and then partnered with someone who 10x the business. We also cover his recent 'fame' status creating viral tweets using Gemini and Veo videos to get hundreds of thousands of people to see his profile and website. One of the top entrepreneurs in this field that I loved talking to. ---------------...

Today's podcast is with Mark Cecchini (@markcecchini) and how he built one of the fastest growing social media followings on Twitter/X and LinkedIn walking through complex financial planning strategies. We also dive deep into how he just crossed $100M AUM in personal clients and how a large piece of that just came over the last few years as he developed his own voice and brand for new clients to f...

Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money. Hosted by Conner Young , who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch, and refined their client service mod...