
Tune in to hear insights on independence, family, and golf from Anna Nelson and her father the "Financial Caddy" Guerdon Ely. Every financial advisor dreams of owning their own practice and controlling their destiny. At Integrated, we make that dream a reality! Our goal with this podcast series is to provide our listeners with real stories from real advisors who are nice enough to share their real life ‘Journey to Independence’.
Jun 30, 2021
42 min

Tune in to find out how Josh Bradley of Capital City Financial Partners is making Columbia, SC the "Capital of Independence". Every financial advisor dreams of owning their own practice and controlling their destiny. At Integrated, we make that dream a reality! Our goal with this podcast series is to provide our listeners with real stories from real advisors who are nice enough to share their real life ‘Journey to Independence’.
Jun 17, 2021
50 min

Tune in and get knocked out by Wendie Hohman of Sand Creek Investment Partners, the "Bruce Lee of Independence". Every financial advisor dreams of owning their own practice and controlling their destiny. At Integrated, we make that dream a reality! Our goal with this podcast series is to provide our listeners with real stories from real advisors who are nice enough to share their real life ‘Journey to Independence’.
Jun 10, 2021
42 min

Tune in to hear insights into Independence from the Great Communicator, Eric Meushaw, CFP®, CWS® of Financial Foundations, Inc. Every financial advisor dreams of owning their own practice and controlling their destiny. At Integrated, we make that dream a reality! Our goal with this podcast series is to provide our listeners with real stories from real advisors who are nice enough to share their real life ‘Journey to Independence’.
May 19, 2021
41 min

Tune in to find out why going independent was like ‘The Road to Damascus’ for Vineyard Asset Management’s CEO Ben Newhouse, JD, CPA, PFS. Every financial advisor dreams of owning their own practice and controlling their destiny. At Integrated, we make that dream a reality! Our goal with this podcast series is to provide our listeners with real stories from real advisors who are nice enough to share their real life ‘Journey to Independence’.
May 12, 2021
44 min

Tune in to find out why we refer to Vineyard Global Advisors CEO Clark Richard as the ‘Godfather of Independence’. Every financial advisor dreams of owning their own practice and controlling their destiny. At Integrated, we make that dream a reality! Our goal with this podcast series is to provide our listeners with real stories from real advisors who are nice enough to share their real life ‘Journey to Independence’.
May 12, 2021
38 min

Every financial advisor dreams of owning their own practice and controlling their destiny. At Integrated, we make that dream a reality! Our goal with this podcast series is to provide our listeners with real stories from real advisors who are nice enough to share their real life ‘Journey to Independence’.
Apr 7, 2021
1 min
