May 25, 2020
In this episode, we sit down with Cathy Curtis, founder and CEO of Curtis Financial Planning - a financial planning practice that focuses on women and their families. Cathy, highly regarded in the space, has built an incredibly unique brand over the years, while continuing to focus on a very specific target...
May 11, 2020
In this episode, we sit down with Taylor Schulte, Founder and CEO of Define Financial. Taylor, deemed a 40 under 40 RIA by InvestmentNews, is a part of the industry’s latest generation of enterprising young talent and leading with a marketing-first approach. With two of the hottest podcast in the finance world, Taylor...