I was interviewed about Anglia Advisors by David Shriner-Cahn for his popular Going Solo podcast ..
An unusual niche for a financial advisor that many would avoid [1:50]
The benefits of a fee-only basis for both entrepreneurs and clients in the financial field [4:44]
Why the wolf quit Wall Street [7:11]
Shifting lives instead of shifting millions of dollars [10:26]
The time to get creative about arranging your time [13:38]
Why it’s crucial you realize what you don’t know [15:48]
How to keep a steady flow in the pipeline [17:04]
