TRAVIS I.

In this episode of Advisors Unscripted, Travis I. talks about how having fun and making money are not mutually exclusive concepts. At the client appreciation events that Travis and his father Paul host for their clients, the goal is to have a good time, but sometimes that leads to business. Travis also discusses how adding staff can be an expense that you often cannot afford to pass up. 

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November 13, 2023

In this episode of Advisors Unscripted, Travis I. talks about how having fun and making money are not mutually exclusive concepts. At the client appreciation events that Travis and his father Paul host for their clients, the goal is to have a good time, but sometimes that leads to business. Travis also discusses how adding staff can be an expense that you often cannot afford to pass up.

November 6, 2023

In this episode of Advisors Unscripted, Kevin C. discusses what his 25-year career as a health care manager prepared him for in the financial industry. Placing people’s financial security above what you earn or might earn as an advisor, it turns out, is a lot like prioritizing their physical health and well-being. He also talks about the process he and his wife Karen use for their radio show in Dallas.

October 30, 2023

In this episode of Advisors Unscripted, Thomas K. talks about learning to become a financial advisor from Justin Castelli, working for a large corporate company where he could’ve made a lot of money, and finally deciding to start his own firm. In the process, Thomas has been named one of the top 25 millennial advisors by Business Insider and one of Investopedia’s top advisors for 2022 and 2023. He also discusses how he gains clients from social media.

November 13, 2023

In this episode of Advisors Unscripted, Travis I. talks about how having fun and making money are not mutually exclusive concepts. At the client appreciation events that Travis and his father Paul host for their clients, the goal is to have a good time, but sometimes that leads to business. Travis also discusses how adding staff can be an expense that you often cannot afford to pass up. 

November 6, 2023

In this episode of Advisors Unscripted, Kevin C. discusses what his 25-year career as a health care manager prepared him for in the financial industry. Placing people’s financial security above what you earn or might earn as an advisor, it turns out, is a lot like prioritizing their physical health and well-being. He also talks about the process he and his wife Karen use for their radio show in Dallas.

October 30, 2023

In this episode of Advisors Unscripted, Thomas K. talks about learning to become a financial advisor from Justin Castelli, working for a large corporate company where he could’ve made a lot of money, and finally deciding to start his own firm. In the process, Thomas has been named one of the top 25 millennial advisors by Business Insider and one of Investopedia’s top advisors for 2022 and 2023. He also discusses how he gains clients from social media.

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