Elite Financial Advisors Podcast: Recent Episodes
Elite Financial Advisors
The Elite Financial Advisors Podcast brings you real stories and insights from the most elite financial advisors, about how to jump-start your career in the financial advisor industry, start your own firm, or take your advisory business to the next level. Subscribe to the channel for weekly uploads from today's leading financial advisors!
Mark Meredith is the founder of Meredith Wealth Planning, a fee-only wealth advisory firm located in Maryville, Illinois. Mark is Certified Financial Planner ProfessionalTM and has a degree in Finance from Eastern Illinois University. Mark started his career in 2010 with a brief stint at a national life insurance firm, but shortly thereafter accepted a position as a financial planner with a local community bank. In 2019, he decided it was time to move on and pursue his personal dream of operating under an independent structure. His goal was to work with a smaller group of clients more closely, reduce fees to a more equitable model, and attempt to eliminate all potential conflicts of interest between advisor and client.
In this episode we discuss what sparked Mark's interest in financial planning, how financial advisors may differentiate themselves in the industry, and the difference of a solely flat-fee financial advisory firm.
Elite Financial Advisors Podcast Intro
Elite Financial Advisors Podcast Outro
This is Preston Koslakiewicz's (host) personal story on how he choose his career path in financial planning. From his love for finance in high school, to being introduced to personal financial planning in college, to a college internship at an advisory firm, and now about to graduate and enter the financial services industry. Hear about the exciting path Preston has taken!
Elite Financial Advisors Podcast Intro
Elite Financial Advisors Podcast Outro