Grant Bledsoe is the founder of Three Oaks Capital Management, and he joins the show to discuss what gave him the confidence to make the move from institutional trading to starting his own RIA. After realizing that his business was not growing as fast as he wanted it to, Grant decided to get his CFP and has seen his company growing rapidly ever since.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/211
Behind The Advisor