I was interviewed about Anglia Advisors by David Shriner-Cahn for his popular Going Solo podcast ..

* An unusual niche for a financial advisor that many would avoid [1:50]

* The benefits of a fee-only basis for both entrepreneurs and clients in the financial field [4:44]

* Why the wolf quit Wall Street [7:11]

* Shifting lives instead of shifting millions of dollars [10:26]

* The time to get creative about arranging your time [13:38]

* Why it’s crucial you realize what you don’t know [15:48]

* How to keep a steady flow in the pipeline [17:04]

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