Marked Unread opens the conversations most advisors never hear out loud. CJ Davidson, Co-Founder and CEO of Proxy Financial, and Dom Henderson, Advisor Coaching Program Director at Proxy Financial, break down the real work and real decisions that define life inside a financial practice. For advisors who’ve outgrown business as usual and want a clearer read on what’s next.
Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode.
*This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations.
*Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites.
In Episode 4 of Marked Unread, CJ Davidson and Dom Henderson discuss a growing issue in financial services: why advisors can reach meaningful levels of success and still feel unsupported by the institutions around them. The conversation explores the operational burden, leadership disconnect, and cul...
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In Episode 4 of Marked Unread, CJ Davidson and Dom Henderson discuss a growing issue in financial services: why advisors can reach meaningful levels of success and still feel unsupported by the institutions around them. The conversation explores the operational burden, leadership disconnect, and cultural misalignment that often emerge as practices grow, along with what meaningful advisor support should actually look like. This episode is about the difference between scale and service, and why growth often changes what advisors need most.
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CJ Davidson and Dom Henderson discuss how AI is changing financial advice, from automation and client workflows to content creation and advisor marketing — and why human relationships still matter most.
Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts ...
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CJ Davidson and Dom Henderson discuss how AI is changing financial advice, from automation and client workflows to content creation and advisor marketing — and why human relationships still matter most.
Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode.
*This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations.
*Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites.
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CJ Davidson and Dom Henderson discuss what the word “fiduciary” really means in financial advice and why trust matters more than labels. The conversation then shifts to succession planning and what advisors should consider when thinking about the future of their practice.
Have a question or a co...
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CJ Davidson and Dom Henderson discuss what the word “fiduciary” really means in financial advice and why trust matters more than labels. The conversation then shifts to succession planning and what advisors should consider when thinking about the future of their practice.
Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode.
*This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations.
*Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites.
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CJ and Dom discuss industry structure and career-path considerations in financial services, including differences between working within a large institution and operating independently. They cover how firm affiliation can affect branding, client relationships, and the responsibilities advisors take ...
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CJ and Dom discuss industry structure and career-path considerations in financial services, including differences between working within a large institution and operating independently. They cover how firm affiliation can affect branding, client relationships, and the responsibilities advisors take on when running a business.
Have a question or a comment about today’s conversation? CLICK HERE to share your thoughts or submit a question for a future episode.
*This podcast is for informational and educational purposes only and does not constitute financial advice. Views expressed are those of the hosts and guests and are not individualized recommendations.
*Content provided via links to third-party sites should not be considered an endorsement. We make no representation as to the completeness or accuracy of information provided on these websites.
Read less
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