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Content provided by Grant Bledsoe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Grant Bledsoe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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Ep#231 - Investment Wholesaling, Financial Planning, and the CFA Exams With Tony Matheson
Manage episode 415628364 series 3268443
Content provided by Grant Bledsoe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Grant Bledsoe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Tony Matheson joins us on the show this week. Tony worked as a wholesaler in the investment industry for 20 years before departing to launch a financial advisory firm, Slalom Wealth. Wholesaling is a sector of the industry we haven’t discussed much on the podcast to date, and Tony joins us to share the inside scoop. We cover how wholesalers work with and influence financial advisory offices, what his path to starting a financial advisory office has been like, and what it’s really like to study and sit for the CFA exams.
Resources
Connect with Tony:
Website - slalomwealth.com/
LinkedIn - linkedin.com/in/tony-matheson/
XY Planning Network - xyplanningnetwork.com/
100 episoade
Distribuie
Manage episode 415628364 series 3268443
Content provided by Grant Bledsoe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Grant Bledsoe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Tony Matheson joins us on the show this week. Tony worked as a wholesaler in the investment industry for 20 years before departing to launch a financial advisory firm, Slalom Wealth. Wholesaling is a sector of the industry we haven’t discussed much on the podcast to date, and Tony joins us to share the inside scoop. We cover how wholesalers work with and influence financial advisory offices, what his path to starting a financial advisory office has been like, and what it’s really like to study and sit for the CFA exams.
Resources
Connect with Tony:
Website - slalomwealth.com/
LinkedIn - linkedin.com/in/tony-matheson/
XY Planning Network - xyplanningnetwork.com/
100 episoade
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Similar cu Grow Money Business with Grant Bledsoe
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
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…
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…
continue reading
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…
continue reading
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continue reading
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…
continue reading
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…
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