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Ep 001: Entrepreneurial Persistence And Building a $200M AUM Practice with Rick Kahler

Financial Advisor Success

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Transitions in Financial Planning

I went through a similar one when i was internal do advisory firms for nearly the first ten years of my career, and then at one point decided to take the proverbial leap and say, nonongn materially diall back my time in the advisory firm. I was probably stepping away from about two thirds of my income, is actually a pretty good estimate of of what that financial switch was like for me as well. But the distinction was, i lived really frugally. And i've never borrowed. I don't have any debt on the business, which helps a lot with the making decisions and and relieves a lot of pressure. It's mentally dramatic to walk away from that much income

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