New Planner Podcast: Scott Oeth & Creating a Successful RIA Model

Scott Oeth talks about his journey to becoming a financial advisor, from his early days in banking, to opening his own RIA business, and all the bear markets in between. Scott also talks about how his approach to his outdoor adventure business, Bull Moose Patrol, parallels his approach to his financial advising firm. Lastly, Scott offers tips for new advisors and financial professionals who want to transition to the RIA model.

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