Discover the secrets to building a successful financial planning business with Brent Gargano, founder of Infinite Wealth Planning and adjunct professor at the University of Cincinnati. Learn how his upbringing in a banking family and experiences during the 2008 financial crisis shaped his unique approach to financial advising. Follow Brent's journey from a chemistry major to a finance career at Fidelity, and eventually to entrepreneurship.

Understand the transition from corporate life to starting his own business, the importance of foundational skills, and the impact of early jobs. Hear about balancing family responsibilities with business goals, maintaining liquidity, and securing initial clients. Discover why personal well-being is just as crucial as business strategy.

Explore the emotional aspects of financial advising through Brent's client relationships and the value of focusing on existing clients' needs. Learn how financial advisors help clients make confident decisions on various financial matters. Stay updated on Infinite Wealth Planning through the Money Alchemist Podcast.


Brent's Social:

https://www.linkedin.com/in/brent-gargano-cfp%C2%AE-2067b573/

X: @Brent_Gargano