Big Picture, Podcasts

The Long Game Podcast Episode 5: Alan Stein, Jr. – Using His Passions To Pave A New Path

Apple Podcast Google Podcast Spotify Podcast We are back for the 5th episode of The Long Game Podcast and this time I am joined by Alan Stein, Jr. In this episode we talk about: His experience as a D1 basketball player at Elon To finding a gap in the basketball training business To growing his personal training business To his…

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Big Picture, Financial Planning, Millennials

What Is It Like To Work With A Financial Advisor?

One of my good friends and colleagues, Treyton DeVore, posted a statistic on LinkedIn the other day that is astounding. It stated, “45% of U.S. adults say they’d rather visit the dentist than make an appointment with a financial advisor (AARP survey).” This shocks me because we all know much people hate going to the dentist. As a financial advisor,…

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