Michelle Ogden, founder of Ogden Wealth, shares her journey in the financial advisor industry, partnering with third-party platforms, client acquisition strategies, managing teams, and implementing fees. She discusses mindset shifts, overcoming fear, transitioning to charging a fee, early challenges, becoming an IAR, competitiveness of being in the 1% fee bracket, the current state of her business, advice for younger advisors, and finding fulfillment in her work.
