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.
*This podcast is intended for educational and informational purposes only and should not be construed as investment, tax, or legal advice. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through [RIA Name], a Registered Investment Adviser. Cambridge and [Your Company Name] are not affiliated. Any opinions expressed are those of the host or guest as of the date of recording and are subject to change without notice. Past performance is not indicative of future results. No investment strategies discussed are guaranteed to be successful.
*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.
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...
Read more
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.
Read less
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 ...
Read more
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.
*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
Link copied to clipboard!
