Ep #278: Advice Only Model to AUM Model with Kaleb Paddock
Failed to add items
Add to cart failed.
Add to wishlist failed.
Remove from wishlist failed.
Follow podcast failed
Unfollow podcast failed
Ep #278: Advice Only Model to AUM Model with Kaleb Paddock
-
Narrated by:
-
Written by:
What happens when you stumble into a career you didn't even know existed and end up building a business entirely on your own terms? In this episode, Kaleb Paddock, founder of Ten Talents Financial Planning, shares his unconventional journey into financial planning and the lessons he learned along the way.
From discovering the profession through third-party administration work to earning his CFP and gaining hands-on experience at an RIA firm, Kaleb walks through the pivotal moments that shaped his career. Listen in to learn how he made the leap to entrepreneurship, the challenges of starting from scratch in a new state, and how he evolved his business model into a virtual family office designed to better serve his clients.
You can find show notes and more information by clicking here: https://tinyurl.com/3ykhxaza