Episode notes
In this podcast episode, Kevin Thompson, the founder and CEO of 9i Capital Group, sits down with Anthony Ruffalo, the founder of Ruffalo Wealth Management, for an insightful conversation about their experiences in the financial industry. They delve into the significance of holistic financial planning and the process of becoming independent advisors.
Throughout the discussion, Kevin and Anthony shed light on the challenges faced by young professionals in the industry. They emphasize the importance of hard work, determination, and the value of finding a trustworthy mentor to guide one's career path. Drawing from their own journeys, both guests share personal anecdotes that highlight the rewards and fulfillment of helping clients understand the intricacies of financial planning.
Kevin specifically highlights the satisfaction he derives f ...
Keywords
financial planningfinancial educationcertified financial plannermentorshipgenerational wealth