Military Financial Advisors AssociationPicking a niche is an interesting topic and lots of reasons for and against. Forrest and Daniel talk about the pros and cons of each side of this question as well as delve into the mistakes they made or successes they built upon. Niche marketing can be valuable but picking the military isn’t the only way.
Listen on as Daniel and Forrest share their valuable lessons learned, what’s worked and what didn’t, and ways to think about this for your financial planning career!
We provide tailored financial advice for military personnel and their families. Whether you’re starting your career, transitioning to civilian life, or planning for retirement, we’ve got you covered.
I’m excited to welcome Dan Huffman on the podcast today. He is the founder of Cornerstone Financial Planning, a fee-only RIA based in CO. His
I’m excited to welcome Ryan Guina on the podcast today. He is the founder of the Military Wallet, one of the longest running and most
I’m excited to welcome Valerie Rivera on the podcast today. She is the founder of First Gen Wealth, an RIA specializing in no shame, no
