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

New Planner Podcast

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9M ago 30:28

MP3•Epizód kép

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

208 epizódok

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