Disrupting Traditional Finance: How Proxy Financial Puts Clients and Advisors First with CJ Davidson

In this episode of Beyond Fulfillment, host Dave sits down with CJ Davidson, founder of Proxy Financial, to dive deep into what it takes to build a business that truly disrupts the traditional finance model.

CJ shares his firsthand experiences going from the mainstream world of big finance to starting his own independent firm, revealing decisions, hardships, and lessons every business builder will relate to. You’ll hear about the power of questioning old assumptions, what it means to serve clients as individuals, and why putting people (both client and advisor) at the center of the business leads to lasting results.

Discover how Proxy Financial creates an environment where financial advisors operate as business owners, prioritizing value and trust over institutional branding. CJ candidly discusses the financial challenges of launching a company, how to build a resilient business culture, and the realities of making tough sacrifices as a founder.

If you want strategies for customer-first growth, leadership insights, and motivation to carve your own path, this episode is packed with wisdom for entrepreneurs looking to build something meaningful and sustainable. Don’t forget to like, subscribe, and share your thoughts below!

Connect with CJ on LinkedIn: https://www.linkedin.com/in/cjdavidsonplanner/

Rate this podcast: https://ratethispodcast.com/beyondfulfillment

#finance #businessgrowth #leadership #entrepreneurship #leadershipdevelopment #businessstrategy #innovation