Ep #161: From Bank Channel to Silo RIA with Scott Oeth

New Planner Podcast

Caleb Brown द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Caleb Brown या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

10M ago 30:28

MP3•एपिसोड होम

Scott Oeth is a financial planner with Cahill Financial Advisors, and he joins the show today to share his captivating journey in financial planning, beginning with his early interest in investing and his initial steps in the banking sector. If you are in another channel and want to transition into the RIA model, this is an episode for you!

Listen in as Scott discusses his evolution from an internal wholesaler at an insurance company to thriving in various financial channels. You'll hear about the challenges and triumphs he encountered along the way, how his unique outdoor adventure business has influenced his approach as a financial planner, and tips for new planners—particularly those considering a transition to the RIA model.

You can find show notes and more information by clicking here: https://bit.ly/41qkjel

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