The Advisor Lab by CION

Episode 125: Building a Successful Practice: Hiring, Managing, Strategy and Structure


Listen Later

We welcome Jeremy Straub, Founder and CEO of Coastal Wealth, for an episode focused on the business side of building a successful financial advisory practice. Jeremy has created companies that are great places to work at by motivating and managing people to do their best. Jeremy's story is amazing, and his point of view on steps and strategies to create a financial advisory business that the advisor enjoys is a must-listen.

...more
View all episodesView all episodes
Download on the App Store

The Advisor Lab by CIONBy CION Investments

  • 5
  • 5
  • 5
  • 5
  • 5

5

20 ratings


More shows like The Advisor Lab by CION

View all
The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

229,728 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,029 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

244 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,222 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

113 Listeners